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How Tannenbaum WorksAvailable now · One implementation slot left this year

From aging report to cash in the door

Tannenbaum turns receivables from a monthly scramble into a prioritized operation: it shows you where cash is stuck, ranks who to chase, sends the right reminders, and keeps appeals and write-offs under control so recoverable revenue stays recoverable.

Every receivable in one queue

Receivables move through one prioritized flow — seen, chased, and recovered — so cash comes in faster and recoverable dollars stay recoverable.

See

Prioritize

Recover

AR Aging & DSO

See exactly where your cash is stuck

Collections that start from a spreadsheet export start blind. Tannenbaum opens on your whole receivables picture, so you know where to focus before you make a single call.

How it works

1Receivables are sorted into aging buckets, with days sales outstanding front and center.
2Filter by client, matter, or age to find the money that matters most.
3Start every collection push from insight, not a stale report.

The payoff: Your team spends its time on the accounts most likely to pay — not chasing at random.

Collections Queue

Chase the right accounts, in the right order

Ad-hoc follow-up is how receivables slip. Tannenbaum turns collections into a prioritized, tracked operation your team can actually run.

How it works

1A work-queue ranks what to pursue next.
2Every attempt, promise, and note is logged as you go.
3Accounts escalate when they need to, so nothing stalls silently.

The payoff: Collections become a repeatable operation instead of scattered, forgettable follow-ups.

Dunning

The right reminder at the right time

Manual dunning is inconsistent and slow. Tannenbaum's composer turns aging severity into professional, timely outreach — without the drafting.

How it works

1Aging severity selects the appropriate reminder for each account.
2The composer drafts consistent, professional outreach.
3Send it — and keep the cadence going without the manual work.

The payoff: Steady, professional client communication that keeps payment top of mind.

Appeals & Write-Off

Don't concede what you can recover

When a carrier cuts a bill, the recoverable money often gets written off by default. Tannenbaum manages appeals and write-offs together so that never happens by accident.

How it works

1Track each carrier appeal through its full lifecycle.
2Manage write-offs alongside — appeal and write-off are kept mutually exclusive.
3Nothing appealable gets written off by mistake; every outcome is recorded.

The payoff: Recoverable revenue stays in play — appealed, not quietly conceded.

What Comes Into Focus

The numbers your collections team gains visibility into

When receivables run through Tannenbaum, the signals that used to live in aging reports and inboxes become something you can watch and manage.

AR by aging bucket

See your whole receivables picture at a glance.

Days sales outstanding

Watch DSO fall as follow-up gets prioritized and tracked.

Collection attempts & promises

Track every attempt, promise, and outcome in one place.

Revenue conceded to write-off

Know how much is written off — and shrink it deliberately.

Appeals in flight

See which appeals are open, pending, and won.

Collection rate

Measure how much of what you bill you actually recover.

The XTND Difference

Collections and appeals, in one managed system

For insurance-defense and high-volume firms, receivables and carrier appeals are two halves of the same job — and running them in separate spreadsheets is how recoverable money gets lost. Tannenbaum keeps them in one prioritized operation.

Built with insurance defense firms, on the receivables they actually carry.

See Tannenbaum against your own receivables

Turn receivables and appeals into one recovery operation, where every carrier reduction is worked instead of absorbed. One implementation slot remains this year.

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