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For accounting firms

Finally offer collections to your clients.

Yesterday, too time-consuming for your teams and too costly for your clients. Today, an AI supervised by your firm makes it profitable, right inside QuickBooks.

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Invoices chased by email, then marked paid, while a business owner relaxes.

An offer you could never make profitable. Until now.

Done by hand, collections mean hours of follow-up per case: too heavy for your teams and too expensive for your small-business clients. Three things have finally come together.

An AI that acts

AI can now run a follow-up from start to finish: write the right message, send it, read the reply, and act inside your tools. An agent that actually does the work.

QuickBooks

QuickBooks

Your invoices and payments already live in QuickBooks. Sanso plugs in to track everything in real time and act on the spot: check a payment, issue a credit memo, resend an invoice.

Sanso

The Finance Brain

Sanso's edge is capturing the financial context unique to each client: their tone, their rules, their contacts, their sensitive accounts, their payment history. Sanso AI draws on this living, client-specific Finance Brain every time it acts, so every reminder is spot-on, never generic, and always under your control.

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How does it work?

From connection to control, everything happens in the tools your clients already use.

  1. You connect

    Email, QuickBooks, Slack: connect your clients' everyday tools to Sanso in two clicks. The Finance Brain builds itself and grows as you go.

  2. Sanso does the heavy lifting

    Sanso takes over the tailored reminders, tracks payments live, and adjusts its tone, all the way to a demand letter when needed.

  3. You stay in control

    Sanso AI acts on its own within the limits you set. Sensitive cases wait for your team's go-ahead, and you can escalate the tough calls to your clients.

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The AI does the work. Your firm keeps the final say.

Every action runs through an authorization level, logged and auditable case by case.

Sanso AI handled everything, no input needed from you.

app.sanso.ai
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Northwind

Invoice F-2026-25088 · $3,120

Autonomous

Dana · Northwind

Sorry for the delay, the payment goes out on June 30.

Sanso AI

  1. Payment promise logged for June 30
  2. Next reminder paused
  3. Payment check scheduled for July 1 in QuickBooks

Handled automatically, nothing for you to do.

Sanso AI prepares everything, your team member approves before it goes out.

app.sanso.ai
BR

Brookline Realty

Invoice F-2026-24173 · $850

Needs approval

Martin · Brookline Realty

The invoice is billed to the wrong entity, it should be Brookline Holdings.

Sanso AI asks you to authorize these actions:

  1. Create a credit memo in QuickBooks to cancel the invoice
  2. Reissue the invoice to Brookline Holdings in QuickBooks
  3. Send it to the client, then check payment on day 3
Approve & send Request changes

Sanso AI builds the dispute file, your client decides.

app.sanso.ai
CO

Cedar & Oak

Invoice F-2026-23960 · $1,470

Client decision

Paul · Cedar & Oak

We won't pay, you didn't deliver on time.

Sanso AI prepared the file:

  1. Dispute confirmed: work contested
  2. File built: invoices, correspondence, and reminders
Hand off to your client
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A new revenue line. Real value for your clients.

As automation reshapes bookkeeping, your firm's value shifts toward advisory. Collections is the first place to start.

An offer you bill your clients for, finally profitable to deliver.

Your team members move from data entry to analysis and advisory.

You keep the client relationship, end to end.

One team member handles a whole portfolio from a single interface.

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Collections, run by your firm. The tech that makes the difference.

Before

  • Hours per case deciding who to chase, when, in what tone, tracking exchanges, matching payments
  • No viable business model too expensive for small-business clients
  • Manual, one-off reminders an automated email nobody reads, or a reminder on an already-settled invoice

With

  • Up to 80% time saved Sanso AI runs the follow-up, your teams supervise
  • A profitable offer a new fee line, real value for your clients
  • Immediate cash impact no unpaid invoice is forgotten, systematic follow-up until you're paid

Ready to offer collections to your clients?

A quick 15-minute call to see whether your firm is ready to run collections with Sanso.

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Frequently asked questions

Does Sanso replace my teams?
No, Sanso does not replace your teams. Sanso automates the repetitive work of chasing unpaid invoices (writing personalized emails, tracking payments, replying to emails, never forgetting a reminder) while your team members supervise, approve sensitive cases and focus on advisory. You stay in control at every step.
Who sends the reminders to my clients' debtors?
Reminders go out in the name of your client's billing department, signed by a real person, never as a robot or as Sanso. The debtor receives a normal email and keeps the relationship with your client intact.
Is Sanso native to QuickBooks?
Yes, Sanso is natively connected to QuickBooks. Sanso tracks invoices and payments there in real time, and creates credit memos and corrected invoices when needed, with no double entry.
How is my clients' data protected?
Your clients' data stays siloed, account by account, and is encrypted and access-controlled. You stay in control of what goes out, and every action is logged and auditable.
How far do collections go with Sanso?
Sanso handles pre-litigation collections end to end, from the first reminder to the demand letter. Anything that goes to court is handed off to collections attorneys, with the file already prepared by Sanso.
How much does Sanso cost?
Sanso's pricing depends on the volume of cases and the number of team members working on them.
How quickly can I start collecting for a first client with Sanso?
Onboarding a first client takes a few minutes. You connect their inbox and QuickBooks; Sanso imports invoices, payments, and past-due accounts, and builds the Finance Brain from the payment history and the information your client provides. You can start the reminders right after.
What happens if a debtor disputes an invoice?
If a debtor disputes an invoice, Sanso never argues on your behalf. Sanso builds the file (invoice, exchanges, history) and hands it to your client, who decides. The reminder stays paused until their decision.
Can I manage several clients from a single interface?
Absolutely. Sanso is built so your team members can run collections across their whole portfolio from a single interface. Each team member handles several clients, switches between them, and finds each client's cases, KPIs, and Finance Brain.