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