AR Collections & Dunning for Audit Seniors with AuditBoard
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Financial Statement Audit clients that churn quietly cost the firm the most on an annual basis.
What We Build in AuditBoard
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in CaseWare, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AuditBoard Integration Approach
Audit your AuditBoard configuration
We map the specific AuditBoard objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
Build on the AuditBoard API or agent
Integration happens inside AuditBoard — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in AuditBoard with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your AuditBoard instance
30-minute call. We'll look at your actual AuditBoard setup and show exactly how this workflow fits.