From 36 to 22 Days DSO:
How AI Transformed Collections & Client Service
28-person CPA firm in Charleston, South Carolina reduces DSO by 14 days, saves 32 admin hours monthly, and auto-resolves 62% of client questions in first 90 days.*
Executive Summary
The Challenge
Extended Collection Cycles
36-day DSO impacting cash flow with manual chase process taking 6+ hours weekly
Repetitive Client Questions
Admin team overwhelmed with same questions about deadlines, processes, and document requirements
Manual KPI Reporting
Month-end reporting taking 8+ hours with manual data compilation and email distribution
Business Impact
- • $180K+ tied up in outstanding AR
- • Admin capacity constrained
- • Client experience inconsistent
- • Partners spending time on routine tasks
Our Solution
Automate Collections Process
QuickBooks + Zapier automation with Jasper AI tone-escalated email sequences
Deflect Routine Questions
Freshdesk Freddy AI handling common questions with context-aware responses
Streamline Financial Reporting
Weekly email reports with key DSO metrics and collection summaries
Measured Results
14-day DSO improvement tracked via QuickBooks reports, with weekly progress updates delivered via email
Implementation Timeline
From audit to full deployment in 4 weeks
Discovery & AR Analysis
- Accounts receivable audit
- Current collection process review
- DSO benchmarking & goal setting
Collections Automation Setup
- QuickBooks automation rules
- Jasper AI tone & template creation
- Multi-stage collection sequences
Client Support Automation
- FAQ knowledge base development
- Intercom AI training & configuration
- Intent mapping & response optimization
Security Review & Setup
- Security & compliance review
- Partner approval & sign-off
- Performance tracking spreadsheet setup
Go-Live & Ongoing Management
- Full system activation
- Performance monitoring setup
- Persevera takes over daily management
Results After First 90 Days
Substantial improvements in cash flow and operational efficiency*
Days Sales Outstanding
Admin Time Saved
Question Resolution
Collection Success
Client Satisfaction
Reporting Efficiency
Technology Stack
Client-owned tools, fully managed by Persevera
QuickBooks Online
RequiredAR automation & collection rules
Jasper AI
RequiredProfessional collection tone management
Zapier
RequiredQuickBooks to email automation workflows
Freshdesk Freddy AI
RequiredAI-powered client FAQ system
Google Sheets
RequiredPerformance tracking & reporting
Fathom
OptionalAdvanced financial analytics
Microsoft Outlook
RequiredAutomated report distribution
Fully Managed Service
Client owns the tools, Persevera manages and optimizes the automation on an ongoing basis
Key Learnings
Tone Matters in Collections
AI-powered professional tone escalation maintained client relationships while improving collection rates
FAQ Deflection ROI
78% question deflection freed up significant admin capacity for higher-value work
Data-Driven Insights
Automated reporting revealed patterns that enabled proactive client management
Planned Expansions
Tax Season Automation
Automated document collection and deadline reminders
Client Onboarding
Automated welcome sequences and document requests
Predictive Analytics
AI-powered cash flow forecasting and client risk assessment
* Results measured over first 90 days post-implementation.
Sources: DSO tracked via QuickBooks AR Aging Reports | Admin time via team time-tracking | Question deflection via Freshdesk Analytics | Weekly email reports with key metrics
Ready to Let AI Accelerate Your Collections & Reduce DSO?
Let Persevera's AI agents streamline your collections and automate client service — fully managed from day one.
Book Your 30-Min Discovery Call