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
HappyAR is a SaaS solution that integrates with leading accounting and ERP systems. It was launched by a couple of experienced business owners that got tired of manually chasing clients for money. We organized our processes and designed an integrated tech solution to address this widespread problem. HappyAR was born out of the need to improve the way accounts receivables are handled. No more reminders. No more guessing if recipients have viewed an email. Now there’s better visibility, better compliance, and a much better and faster way to go paid. Do you know for sure if your invoice recipient actually got the document in the first place? It could take weeks or even months to realize they aren't even there anymore or the message went to SPAM. HappyAR eliminates the guessing with better visibility and insights across communication channels.
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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
Companies that need an ever-evolving toolkit that helps optimize invoice collections process
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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 InformationHappyAR
Founded: 2021
United States
www.happyar.com
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Categories |
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Integrations
NetSuite
Sage Intacct
Salesforce
Xero
Acumatica Cloud ERP
BlueSnap
Google Workspace
MYOB Acumatica
Microsoft Dynamics 365
Microsoft Outlook
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Integrations
NetSuite
Sage Intacct
Salesforce
Xero
Acumatica Cloud ERP
BlueSnap
Google Workspace
MYOB Acumatica
Microsoft Dynamics 365
Microsoft Outlook
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