LPA AdminInsight Lean Solutions
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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
To support our goal of providing excellent service, we work with each customer to identify their particular needs and align talented team members in those areas to deliver exceptional products, training, facilitating, and coaching activities to our clients that produce measurable results. By aligning all of our materials with Lean Principles, our customers are able to accelerate in becoming a Lean Enterprise. Our Lean expert not only instructs, but also participates in the lean assessment with your champion(s) using a proven international standard for lean implementation within a manufacturing organization. The participants will present management the assessment results. We will work with top management or the company’s lean steering committee to develop a plan of action including goals, timing, and incremental steps to becoming a lean enterprise that impacts the bottom-line of your plant.
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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 looking for an Audit solution
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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 InformationInsight Lean Solutions
Founded: 2004
United States
www.insightls.com
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Categories |
Categories |
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Audit Features
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
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Integrations
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero
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