+
+

Related Products

  • Monk
    8 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • D&B Finance Analytics
    802 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • EBizCharge
    208 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website

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

Satago is forward-thinking cash management software for businesses and their accountants. Risk insights and credit control makes getting paid on time easy and helps you avoid bad debt, while flexible finance gives you access to cash when you need it. Satago connects with 300+ accounting software packages and integrates with all the major email providers, offering an all-in-one cash management solution which complements and enhances your accounts package. Empower your business decisions with real-time credit insight into new and existing customers. Get notified when your customers’ risk level changes and protect your business from bad debt. The Satago team is always on hand to help, whether you’re a business owner looking to save time, or an accountant who wants to offer a wider range of services to clients. Get in touch today. Satago is perfect for remote working. Our cloud-based software allows you to manage your finances wherever you choose.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance Teams, SMBs and agencies

Audience

Accountants, SMEs, Small Businesses, Business Owners seeking a solution to improve their operations

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$49/month
Free Version Not Supported
Free Trial Supported

Pricing

£10/month
£10/month - Lite - Automated Credit Control / Invoice Finance
£25/month - Standard - Automated Credit Control / Risk Insights / Invoice Finance
£45/month - Plus - Automated Credit Control / Risk Insights / Invoice Finance / Custom Email Sender / More credit reports
£50/month - Practise - Portfolio Overview / Automated Credit Control / Risk Insights / Invoice Finance / Custom Email Sender / More credit reports
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CollectLean
Founded: 2024
United States
collectlean.com

Company Information

Satago
Founded: 2013
United Kingdom
www.satago.com

Alternatives

Abivo

Abivo

Abivo Inc.

Alternatives

Trove

Trove

Trove Data
D&B Finance Analytics

D&B Finance Analytics

Dun & Bradstreet
Alder

Alder

Alder

Categories

AR Automation Supported
Debt Collection Supported

Categories

Accounts Receivable Features

ACH Payment Processing Not Supported
Billing & Invoicing Not Supported
Check Processing Not Supported
Collections Management Supported
Online Payment Processing Not Supported
Overpayment Processing Not Supported
Partial Payments Not Supported
Receivables Ledger Not Supported
Recurring Billing Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Integrations

QuickBooks Online Supported
Xero Supported
Ace Cloud Hosting Not Supported
FreeAgent Not Supported
NetSuite Supported
QuickBooks Online Advanced Not Supported
Sage 200 Not Supported
Sage 50 Not Supported
Sage Accounting Not Supported
Sage Intacct Supported
Salesforce Supported
Stripe Supported

Integrations

QuickBooks Online Supported
Xero Supported
Ace Cloud Hosting Supported
FreeAgent Supported
NetSuite Not Supported
QuickBooks Online Advanced Supported
Sage 200 Supported
Sage 50 Supported
Sage Accounting Supported
Sage Intacct Not Supported
Salesforce Not Supported
Stripe Not Supported
Claim CollectLean and update features and information
Claim CollectLean and update features and information
Claim Satago and update features and information
Claim Satago and update features and information