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Description
Breadwinner is the premier integration solution designed to enhance your business by linking Salesforce with various online accounting tools such as NetSuite, Xero, QuickBooks Online, and payment processors like Stripe, Braintree, and Square. This software transforms Salesforce into an ERP by incorporating Accounts Receivable and Accounts Payable information directly into the platform, establishing a robust two-way exchange of financial data. By utilizing Breadwinner, organizations can expedite cash flow, lower staffing expenses, boost automation, enhance productivity, and allow sales teams to focus on selling rather than getting bogged down by administrative duties. The goal of Breadwinner is to empower innovative companies to seamlessly connect Salesforce with their financial systems, thereby increasing efficiency and securing a competitive advantage in the market. Additionally, our solution is designed for easy installation and configuration, ensuring that it is both safe and dependable for users. Ultimately, Breadwinner not only simplifies financial management but also supports scalable growth for businesses of all sizes.
Description
CollectLean is an innovative accounts receivable automation solution tailored specifically for small and medium-sized businesses and agencies. Finance departments typically spend between 10 to 15 hours each week on the tedious task of following up on overdue payments. CollectLean addresses this issue by fully automating the follow-up process, allowing teams to focus on more strategic initiatives.
Highlighted Features:
- Multi-channel Workflows: Set up intelligent sequences that dispatch reminders via email, SMS, and phone calls based on how long invoices are overdue.
- Deep Integrations: Seamlessly connect with financial platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe.
- Promise-to-Pay Tracking: Record customer payment commitments ("I'll pay by Friday") and receive automated notifications if they fail to uphold them.
- Dispute Management: Streamline communication regarding disputed invoices to expedite the resolution of payment issues.
With a setup time of less than one week and the potential for immediate return on investment, it’s time to stop playing the "bad cop" and let automation take care of your collection efforts. Embrace the efficiency that CollectLean brings to your financial operations.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
NetSuite
QuickBooks Online
Salesforce
Stripe
Xero
ADvendio
Braintree
Chargent
Klient
QuickBooks Online Advanced
Integrations
NetSuite
QuickBooks Online
Salesforce
Stripe
Xero
ADvendio
Braintree
Chargent
Klient
QuickBooks Online Advanced
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Breadwinner
Founded
2012
Country
United States
Website
breadwinner.com
Vendor Details
Company Name
CollectLean
Founded
2024
Country
United States
Website
collectlean.com
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Debt Collection
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