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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

Upflow helps B2B companies around the world unlock owed cash reserves with cutting-edge AR technology. Join thousands of finance leaders achieving cash collection excellence with Upflow. We seamlessly integrate with your accounting stack in just a few clicks to help you better manage your Accounts Receivables and gain instant real-time insights through our comprehensive analytics to drive effective cash collection efforts.

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

Businesses looking for an efficient cash collection system

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

Free to Start
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 4.6 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.4 / 5
support 4.6 / 5

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

Upflow
Founded: 2018
United States
upflow.io

Alternatives

Alternatives

Collections Management

Collections Management

Professional Advantage

Categories

Categories

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

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Xero
Axis LMS
Chargebee
Slack
Stripe
Stripe Billing
Zuora

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Xero
Axis LMS
Chargebee
Slack
Stripe
Stripe Billing
Zuora
Claim CollectLean and update features and information
Claim CollectLean and update features and information
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Claim Upflow and update features and information