AR Collections & Dunning for Controllers with Sage Intacct
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Mid-Market Controller clients that churn quietly cost the firm the most on an annual basis.
What We Build in Sage Intacct
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in NetSuite, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Sage Intacct — uses the native API or agent integration so nothing leaves the system of record.
Sage Intacct Integration Approach
Audit your Sage Intacct configuration
We map the specific Sage Intacct objects, custom fields, and workflows the automation needs to touch for your mid-market controller practice.
Build on the Sage Intacct API or agent
Integration happens inside Sage Intacct — 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 Sage Intacct with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Sage Intacct instance
30-minute call. We'll look at your actual Sage Intacct setup and show exactly how this workflow fits.