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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
Automate workflow: Shrink time spent on A/R Management & Finance tasks by at least 85% by automating manual workload. Reduce operational costs to free up resources for other company projects and initiatives. Our self-serve, intelligent solution adjusts communication content to maximize client engagement in real time for the best customer support. 40% + resolved past due accounts paid in full within first 2 weeks of launch, and more accounts setup on smart, customized payment plans. With the right tool, there is less of a need for outside help. Don't ruin customers' credit or be mean to people who have past due bills. Most customers planned on paying. It's an emotional and psychological burden to have an unpaid bill. Instead of adding stress and negativity, be friendly and helpful. Giving customers realistic repayment options to resolve delinquent bills shows you care and preserves their credit score.
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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
Businesses searching for a solution to improve their services and increase sales
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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 Informationsiyea
Founded: 2016
United States
www.siyea.net
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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
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Integrations
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero
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