Before Auditoria
Secureworks, a leading cybersecurity provider founded in 1998 and headquartered in Atlanta, GA, is now a wholly owned subsidiary of Sophos following its acquisition in February 2025. The company delivers advanced managed detection and response (MDR), extended detection and response (XDR), and threat intelligence services to over 4,000 customers across more than 50 countries.
At Secureworks, the collections team reported directly to management and managed complex global customer requirements. The Secureworks finance team had fewer than a dozen members and handled global client interactions across multiple subsidiaries.
A dedicated four-person team, including one full-time resource solely for invoice distribution, was stretched across collections and accounts receivable tasks. The team managed more than 6,000 active customers, and 440 invoices were emailed monthly.
The collections and dunning notifications process required extensive manual handling, involving spreadsheets, mail merges, and manual invoice attachment. Each batch took up to three days to execute.
After Auditoria
Secureworks sought to automate finance workflows, particularly for collections and finance inbox management, to enhance accuracy, productivity, and customer engagement. The team needed a solution that could handle the different dunning schedules required for special handling groups and specific regional clients, which added complexity to collection activities.
Secureworks turned to Auditoria.AI after encountering their solution at the annual Workday Rising conference. Secureworks immediately realized Auditoria’s potential to address email sorting, perform intent detection, handle complex dunning cadences, and automate response needs.
Auditoria’s AR Helpdesk and AR Collections were implemented following a 14-week setup that included additional testing and configuration adjustments. Auditoria automated AR operations with AI-driven sorting and intent detection, significantly reducing the manual workload associated with sorting and responding to emails.
AR Helpdesk helped streamline process workflows, centralizing communications and standardizing responses to inquiries. AR Collections’ specialized segmentation enabled custom dunning cadences based on customer behavior, regions such as Japan, and high-touch client requirements.
Auditoria’s AR Collections provided integrated data visibility, with real-time access to payment promises and aging reports, critical for forecasting cash flow and planning.
Realizing Impactful Results
The Secureworks accounts receivable process transformation highlights how Auditoria’s tailored AI solutions enabled Secureworks to evolve finance operations with intelligent automation, improve cash flow, enhance client satisfaction, and reduce manual efforts.
Efficiency and Productivity Gains
- Workload Reduction: Team size decreased from 4 to 2 full-time equivalents (FTEs), increasing productivity with fewer resources.
- Time Savings: Automated email classification and responses drastically reduced manual input, allowing the team to check aging reports weekly instead of daily.
Financial and Customer Impact
- DSO Improvement: Shifted from an average of 7 days late payment to 5 days early payment, positively impacting cash flow.
- Proactive Payment Reminders: Introduced a friendly reminder system three days before due dates, leading to fewer reminders needed as clients began paying earlier.
Enhanced Cash Visibility
- Forecasting Accuracy: Provided insights into client promises to pay, facilitating cash flow planning and timely actions.
- Improved Customer Engagement: Reduced response times and ensured accuracy in customer communication, significantly decreasing unaddressed emails and improving satisfaction.
Overall Outcome
Auditoria’s AR Collections and AR Helpdesk transformed Secureworks’ finance function, delivering efficiency, enhanced customer service, and reduced team strain — solidifying a proactive, data-informed approach to collections and customer engagement.
