Finaxis

Finaxis

Finaxis.ai
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About

CollectLean is the accounts receivable automation platform built specifically for SMBs and agencies. Finance teams waste 10–15 hours every week manually chasing late payments. CollectLean solves this by automating the entire follow-up process. Key Features: - Multi-channel Workflows: Create smart sequences that send emails, SMS, and even phone call reminders based on invoice age. - Deep Integrations: sync with QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Log customer promises ("I'll pay Friday") and get automated alerts if they break them. - Dispute Management: Centralize communication for disputed invoices to resolve payment blocks faster. Designed for fast setup (<1 week) and immediate ROI. Stop being the "bad cop" and let automation handle your collections.

About

Finaxis automates accounts receivable workflow by offering smart reminders, multichannel follow-ups (email, SMS, voice), predictive payment scoring, and real-time cash visibility. It plugs directly into QuickBooks, Xero, Acomba, Sage 300, and NetSuite. It also support CRM connection like HubSpot and Salesforce to maximize personalization. CSV import for any other system. Designed for the Canadian market with bilingual French/English workflows and data hosted in Canada, supporting compliance with Quebec's Law 25 and PIPEDA. Used by finance teams at professional services firms, SaaS companies, consulting, and staffing businesses It acts as a virtual AR employee, an AI Copilot that learns how each of your customers actually pays.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance Teams, SMBs and agencies

Audience

CFO, CEO, Service company, legal company, manufacturing company, construction company

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$49/month
Free Version
Free Trial

Pricing

$500/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CollectLean
Founded: 2024
United States
collectlean.com

Company Information

Finaxis.ai
Founded: 2026
Canada
finaxis.ai

Alternatives

Alternatives

Tabs

Tabs

Tabs.com
Collections Management

Collections Management

Professional Advantage

Categories

Categories

Integrations

NetSuite
QuickBooks Online
Salesforce
Xero
Acomba
HubSpot CRM
Sage 300
Sage Intacct
Stripe

Integrations

NetSuite
QuickBooks Online
Salesforce
Xero
Acomba
HubSpot CRM
Sage 300
Sage Intacct
Stripe
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