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About

CollectXpert is a debt collections lifecycle management solution that allows businesses to manage end-to-end debt collection. It's easily able to integrate with on and off-platform apps. Driven by a strong config-based rule engine. CollectXpert is the only Salesforce-native AppExchange solution designed for businesses of all sizes, it delivers powerful automation, advanced segmentation, and strategy management tools to enhance cash flow, minimize manual effort, and improve recovery rates—all while maintaining customer empathy and compliance. - Business-Driven Configuration: Set strategies, workflows, and rules without IT involvement. - 360° Visibility: Know exactly where each customer stands at a glance. - Compliance & Care: Support for regulated collections processes with empathy at the core. - Rapid ROI: Reduced Days Sales Outstanding (DSO) and improved recovery rates. - Scalable for Growth: From mid-market teams to large enterprises. Contact us to schedule a demo.

About

FinView is a specialized, cloud-based debt collection platform designed to help agencies manage and optimize the entire debt recovery lifecycle through automation, data integration, and centralized workflows. It combines case management, communication, analytics, and customer self-service tools into a single system, enabling teams to streamline operations and improve collection outcomes. It provides a unified workspace where agents can access a 360-degree overview of each case, including debtor information, payment plans, communications, and documents, while integrated modules such as TaskDesk and Inbox allow teams to manage tasks and handle multi-channel communication from one place. It supports automated workflows through a drag-and-drop builder, allowing organizations to define rules, orchestrate processes, and engage debtors across channels without requiring coding.

Platforms Supported

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

Platforms Supported

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

Audience

Head of Collections, Collections Manager, Credit Collections Manager, Head of Operations Accounts, Payable/Accounts Receivable Manager, Head of Customer Experience, Head of Customer Support, Debt Collector, Credit Risk Manager, Chief Financial Officer

Audience

Debt collection agencies and financial operations teams seeking a centralized platform to automate, manage, and optimize debt recovery processes

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

From $199/month
TIERED-USAGE
Our Plans and Pricing
Starter - For individuals and collaborators
Professional - For agencies and small teams
Business - For mid-size businesses and large teams
Enterprise - For enterprise organizations and large agencies

*Estimates based on common delinquency rates / payment trends / collection activities.

*Special discount available for multi-year contracts across all tiers.
Free Version Not Supported
Free Trial Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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:

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Pros & Cons from Real Users

Pros

  • The biggest strength of CollectXpert is its ability to automate collections while improving focus. Intelligent workflows handle reminders and segmentation seamlessly, and the Customer 360 dashboards deliver full receivables clarity. This shift has freed our teams from manual work and made follow-ups far more efficient.

Cons

  • So far, the platform has been very effective and easy to adopt across teams.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

CollectXpert
Australia
collectxpert.com

Company Information

FinView
United States
www.finview.ai/

Alternatives

Alternatives

BrightOffice Collections CRM

BrightOffice Collections CRM

BrightOffice Cloud CRM
CollectDebt

CollectDebt

CollectDebt.ai
CollectDebt

CollectDebt

CollectDebt.ai
DebtControl

DebtControl

Alba Software Developers
Debtcol Pro

Debtcol Pro

Legal Interact
Debtmaster

Debtmaster

Comtronic Systems

Categories

Debt Collection Supported

Categories

Debt Collection Supported

Debt Collection Features

Agency Management Supported
Auto Dialer Supported
Automated Notices Supported
Callback Scheduling Supported
Client Management Supported
Commission Management Supported
Compliance Management Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Supported
Transaction Management Supported

Integrations

Stripe Supported
Beefree Not Supported
ClickSend Not Supported
D&B Connect Not Supported
MYOB Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Ponto Not Supported
Revolut Not Supported
SMS-Magic Supported
Salesforce Agentforce Supported
Salesforce Agentforce Marketing Supported
Salesforce Agentforce Service Supported
Salesforce CPQ Supported
Salesforce Data 360 Supported
SendGrid Not Supported
Twilio Supported
Xero Supported
bunq Not Supported
iDEAL Not Supported

Integrations

Stripe Supported
Beefree Supported
ClickSend Supported
D&B Connect Supported
MYOB Not Supported
Microsoft 365 Supported
Microsoft Azure Supported
Ponto Supported
Revolut Supported
SMS-Magic Not Supported
Salesforce Agentforce Not Supported
Salesforce Agentforce Marketing Not Supported
Salesforce Agentforce Service Not Supported
Salesforce CPQ Not Supported
Salesforce Data 360 Not Supported
SendGrid Supported
Twilio Not Supported
Xero Not Supported
bunq Supported
iDEAL Supported
Claim CollectXpert and update features and information
Claim CollectXpert and update features and information
Claim FinView and update features and information
Claim FinView and update features and information