# AR Collections & Dunning for Corporate Tax Managers with Alteryx

> AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Alteryx — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Alteryx](https://calish.com/workflows/tool/alteryx/)
- **Role:** [Corporate Tax Manager](https://calish.com/workflows/for/corporate-tax-manager/)
- **Specialty:** Corporate Tax
- **Category:** Finance & Accounting
- **Canonical URL:** https://calish.com/workflows/with/ar-collections-and-dunning-for-corporate-tax-manager-with-alteryx/

## The Problem

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

## What We Build in Alteryx

AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Alteryx — uses the native API or agent integration so nothing leaves the system of record.

## Alteryx Integration Approach

1. **Audit your Alteryx configuration.** We map the specific Alteryx objects, custom fields, and workflows the automation needs to touch for your corporate tax practice.
2. **Build on the Alteryx API or agent.** Integration happens inside Alteryx — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Alteryx with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [AR Collections & Dunning for Corporate Tax Managers](https://calish.com/workflows/ar-collections-and-dunning-for-corporate-tax-manager/)
- AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days.

## Other Alteryx Automations

- [Expense Report Processing for Corporate Tax Managers](https://calish.com/workflows/with/expense-report-processing-for-corporate-tax-manager-with-alteryx/)
- [Transaction Anomaly & Fraud Flagging for Corporate Tax Managers](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-corporate-tax-manager-with-alteryx/)

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