# AR Collections & Dunning for Sales Tax Analysts

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

- **Role:** [Sales Tax Analyst](https://calish.com/workflows/for/sales-tax-analyst/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Indirect Tax](https://calish.com/workflows/specialty/indirect-tax/)
- **Action:** AR Collections & Dunning
- **Canonical URL:** https://calish.com/workflows/ar-collections-and-dunning-for-sales-tax-analyst/

## The Problem

Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Indirect Tax 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 Avalara, and flags accounts that need a human collections call — DSO drops 12–18 days.

## Tools & Integrations

- Avalara
- Vertex
- Sovos
- NetSuite
- Slack

## 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

- [Avalara](https://calish.com/workflows/with/ar-collections-and-dunning-for-sales-tax-analyst-with-avalara/) — AR Collections & Dunning built natively in Avalara
- [Vertex](https://calish.com/workflows/with/ar-collections-and-dunning-for-sales-tax-analyst-with-vertex/) — AR Collections & Dunning built natively in Vertex
- [Sovos](https://calish.com/workflows/with/ar-collections-and-dunning-for-sales-tax-analyst-with-sovos/) — AR Collections & Dunning built natively in Sovos
- [NetSuite](https://calish.com/workflows/with/ar-collections-and-dunning-for-sales-tax-analyst-with-netsuite/) — AR Collections & Dunning built natively in NetSuite

## Related Workflows

- [Bill Capture & AP Processing for Sales Tax Analysts](https://calish.com/workflows/bill-capture-and-ap-processing-for-sales-tax-analyst/)
- [Month-End Close Checklist for Sales Tax Analysts](https://calish.com/workflows/month-end-close-checklist-for-sales-tax-analyst/)
- [Audit PBC List Management for Sales Tax Analysts](https://calish.com/workflows/audit-pbc-list-management-for-sales-tax-analyst/)
- [Expense Report Processing for Sales Tax Analysts](https://calish.com/workflows/expense-report-processing-for-sales-tax-analyst/)
- [Multi-State Sales Tax Filing for Sales Tax Analysts](https://calish.com/workflows/multi-state-sales-tax-filing-for-sales-tax-analyst/)
- [1099 & Contractor Reporting for Sales Tax Analysts](https://calish.com/workflows/1099-and-contractor-reporting-for-sales-tax-analyst/)

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