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
Award-winning Lockstep connects the world’s finance teams so they can work better together. Founded in 2019, Lockstep eliminates cash traps and leaks created from manual synchronization of books between B2B trading partners. Based in Seattle, Lockstep’s connected accounting cloud empowers trusted, compliant accounting relationships between businesses of all sizes. High-performance companies large and small run their collections with Lockstep.
Why automate your AR collection processes? Outlook and Excel aren’t designed to improve AR collections productivity. Outlook and Excel means manual communications and data entry. That means you don’t have the necessary automation, customer self-service, or visibility to improve your AR operations.
What an AR automaton solution should include:
Automated Communications
Customer Self-Service
Activity Management
Cash Application
Forecasting & Reporting
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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
Built for mid-market to enterprise businesses, Lockstep is a cloud-based AR automation solution that improves cash flow by 30% or more and insight into cash position, resulting in a 20X ROI.
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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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Screenshots and Videos |
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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 InformationLockstep
Founded: 2019
United States
lockstep.io
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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
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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
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Integrations
NetSuite
QuickBooks Online
Sage Intacct
Acumatica Cloud ERP
Epicor Eclipse
Epicor Financials
Epicor Propello
Latitude ERP
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
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Integrations
NetSuite
QuickBooks Online
Sage Intacct
Acumatica Cloud ERP
Epicor Eclipse
Epicor Financials
Epicor Propello
Latitude ERP
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
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