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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

GoToMyAccounts provides a convenient interface for your customers to view account history, pay invoices, and manage saved payment methods. Your customers can pay single or multiple invoices and even make partial payments on one or more invoices. Customer payments received in the portal will be recorded and applied in QuickBooks automatically. Setup your billing automation to send customers notifications when new invoices are created or on a schedule of your choice. Populate your notification emails with secure direct payment links that will auto-login the user and present a payment screen. Your customers can pay single or multiple invoices and even make partial payments on one or more invoices. Customer payments received in the portal will be recorded and applied in QuickBooks automatically. Setup your billing automation to send customers notifications when new invoices are created or on a schedule of your choice.

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

Companies of all sizes searching for a solution to improve their operations

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

Pricing

$49/month
Free Version
Free Trial

Pricing

No information available.
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

GoToMyAccounts
Founded: 2010
United States
gotomyaccounts.com

Alternatives

Alternatives

NPSONE Smart Invoicing

NPSONE Smart Invoicing

Nationwide Payment Systems

Categories

Categories

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero
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