Related Products
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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.
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About
With more than 40 years’ experience in receivables management, nobody understands the business of getting paid better than Finvi.
Finvi has simplified and streamlined revenue cycle management. Finvi’s all-in-one revenue acceleration platform provides payment solutions that enable faster collection rates, shorter recovery time, and increased agent productivity.
Our industry-leading solutions allow clients to automate repetitive tasks that were once manual and focus on high-potential accounts. And with consumer-preferred digital contact methods, clients can drive outreach with the utmost intelligence for improved outcomes.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Finance Teams, SMBs and agencies
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Audience
Healthcare, debt collection
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$49/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCollectLean
Founded: 2024
United States
collectlean.com
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Company InformationFinvi
Founded: 1980
Burlington, MA, United States
finvi.com
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Categories |
Categories |
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Accounts Receivable Features
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Debt Collection Features
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
Revenue Cycle Management Features
Accounts Receivable
Claims Management
Collections Management
EHR/EMR Integration
For Healthcare
ICD-10 Compliance
Insurance Verification
Medical Billing
Patient Portal
Patient Registration
Patient Scheduling
Payment Processing
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Integrations
ClearTouch Contact Center Platform
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero
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Integrations
ClearTouch Contact Center Platform
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero
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