# AR Collections & Dunning for M&A Analysts

> AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Datasite, and flags accounts that need a human collections call — DSO drops 12–18 days.

- **Role:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Transaction Advisory](https://calish.com/workflows/specialty/transaction-advisory/)
- **Action:** AR Collections & Dunning
- **Canonical URL:** https://calish.com/workflows/ar-collections-and-dunning-for-manda-analyst/

## The Problem

Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Transaction Advisory clients that churn quietly cost the firm the most on an annual basis.

## What We Build

AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Datasite, and flags accounts that need a human collections call — DSO drops 12–18 days.

## Tools & Integrations

- Datasite
- Intralinks
- PitchBook
- Google Drive

## How It Works

1. **Discovery call.** We map your current ar collections & dunning process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Datasite](https://calish.com/workflows/with/ar-collections-and-dunning-for-manda-analyst-with-datasite/) — AR Collections & Dunning built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/ar-collections-and-dunning-for-manda-analyst-with-intralinks/) — AR Collections & Dunning built natively in Intralinks
- [PitchBook](https://calish.com/workflows/with/ar-collections-and-dunning-for-manda-analyst-with-pitchbook/) — AR Collections & Dunning built natively in PitchBook

## Related Workflows

- [Financial Due Diligence Prep for M&A Analysts](https://calish.com/workflows/financial-due-diligence-prep-for-manda-analyst/)
- [Transaction Anomaly & Fraud Flagging for M&A Analysts](https://calish.com/workflows/transaction-anomaly-and-fraud-flagging-for-manda-analyst/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/tax-return-review-for-manda-analyst/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/client-status-communication-for-manda-analyst/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-manda-analyst/)
- [Bill Capture & AP Processing for M&A Analysts](https://calish.com/workflows/bill-capture-and-ap-processing-for-manda-analyst/)

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