AR Collections & Dunning for Sales Tax Analysts with Vertex
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 in Vertex
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. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
Vertex Integration Approach
Audit your Vertex configuration
We map the specific Vertex objects, custom fields, and workflows the automation needs to touch for your indirect tax practice.
Build on the Vertex API or agent
Integration happens inside Vertex — 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 Vertex with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Vertex instance
30-minute call. We'll look at your actual Vertex setup and show exactly how this workflow fits.