How is this different from Collections Agent?

Collections Campaigns is rule-based automation — you define the sequences, timing, and templates. Collections Agent is AI-powered and handles email triage, response drafting, and promise extraction autonomously. Most teams use both: Campaigns for systematic outreach, Agent for intelligent email handling.

Can I customize the dunning sequences per customer segment?

Yes. You can create unlimited campaign variations based on customer tier, geography, invoice amount, aging bucket, or any custom field in your ERP. Each segment gets its own timing, tone, and escalation path.

Does it work with our existing email templates?

Absolutely. Import your existing templates or start from our library of proven AR outreach templates. Dynamic merge fields ensure every email is personalized with real invoice data.

How do I measure campaign effectiveness?

Built-in analytics track open rates, response rates, promise-to-pay conversion, and actual dollars collected per campaign. You can A/B test subject lines and messaging to optimize results over time.

AR Automation

Collections Campaigns

Collections Campaigns is Tesorio's rule-based AR automation engine. Build multi-step dunning sequences with customizable timing, escalation rules, and templates — then let the system execute them across your entire receivables book. No AI guesswork, just disciplined follow-up at scale.

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4.7/5 on G2 (231 reviews)

30%DSO Reduction

100%Coverage

0Missed Follow-Ups

Trusted by finance teams at

Case study

Product Demo

See Collections Campaigns in action

dashboard.tesorio.com/collections-campaigns

Invoices· Sorted by Days Beyond Term

5 invoices

Invoice / CustomerBalanceBeyond TermsScore

INV-4521

Acme Corp

$24,50047dRISK

INV-3812

DataSync Ltd

$15,00022dPOOR

INV-5010

CloudBase Co

$45,00031dPOOR

INV-7891

TechFlow Inc

$23,4505dGOOD

INV-3367

Global Logistics

$156,20062dRISK

Predicted Payment: Mar 15

To:sarah.chen@acme.com

Subject:Re: Invoice #4521 — Payment Follow-up

Sent

Tesorio Recommends

Add Promise to Pay Date: Mar 15, 2026

Source: Email — sarah.chen@acme.com

AcceptReject

5 accounts · 1/2

Features

How Collections Campaigns works

Multi-Step Dunning Sequences

Build customizable dunning workflows with multiple steps: friendly reminders, formal notices, escalation emails, and final demand letters. Set timing rules based on days past due, invoice amount, customer tier, or any custom field in your ERP.

Day 1

Friendly Reminder

Sent

Day 7

Follow-Up Notice

Day 14

Escalation Email

Day 30

Final Demand

Template Library & Personalization

Start with proven email templates or build your own. Dynamic merge fields pull customer names, invoice numbers, amounts, and due dates directly from your ERP. Every message looks hand-written — even at scale.

Friendly ReminderActive

Hi {customer_name}, this is a reminder that {invoice_number} for {amount_due} is now past due...

Follow-Up Notice

Dear {customer_name}, we haven't received payment for {invoice_number}. The balance of {amount_due} was due on {due_date}...

Escalation Email

Attention {customer_name} AP team — Invoice {invoice_number} is significantly overdue at {days_overdue} days...

Final Demand

URGENT: {customer_name}, immediate payment of {amount_due} is required for {invoice_number}...

Escalation Rules & Routing

Define escalation paths based on aging, amount, or customer risk. When an invoice crosses a threshold, Tesorio automatically escalates to the right team member, manager, or account executive — with full context attached.

If Amount > $50K

→VP Approval

If Days Past Due > 30

→Manager Escalation

If Risk = High

→Priority Queue

Else

→Auto-Send

Campaign Analytics

Track open rates, response rates, promise-to-pay conversion, and dollars collected per campaign. A/B test subject lines and messaging to continuously optimize your outreach strategy.

72%

Open Rate

28%

Reply Rate

18%

PTP Rate

94%

Collection

Use Cases

Built for real scenarios

AR Manager

Ensuring every invoice gets systematic follow-up

100% invoice coverage with zero manual tracking

Collections Specialist

Managing high-volume accounts without missing deadlines

3x more accounts contacted per day

Controller

Standardizing collections process across teams

Consistent outreach cadence with measurable results

Workflow

What changes in your workflow

Before

Manual tracking of which invoices need follow-up
Inconsistent outreach timing across collectors
No visibility into email open rates or response patterns
Escalations happen too late or not at all

After Tesorio

Every invoice enrolled in the right dunning sequence automatically
Consistent timing and messaging across every account
Full analytics on campaign performance and conversion
Automatic escalation when thresholds are crossed

Integrations

Works with the tools you already use

Collections Campaigns connects natively with your existing tech stack.

QuickBooks

Results

Real outcomes from real customers

30%DSO Reduction

100%Invoice Coverage

3xCollector Productivity

40%Past-Due Reduction

What Customers Say

“I never have to worry about a high-dollar ARR account getting an inappropriate dunning notice, and that is huge.”

Wade Moss

Director of Financial Operations, Smartsheet

Better Together

Works best with

AI Collections

Collections Agent

Turns overdue invoices into cash — without adding headcount. AI drafts personalized follow-ups, extracts payment promises, and manages your dunning pipeline autonomously.

Learn more

AI Cash Application

Cash Application

Payments matched to invoices in seconds. 90%+ auto-match rate across 200+ customers. Partial payments, deductions, and multi-entity matching handled automatically.

Learn more

ML Forecasting