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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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.

Description

Invio is an invoicing solution designed specifically for sole traders and tradies in Australia. This software efficiently generates GST tax invoices using pre-saved client profiles and line items, and it accurately computes GST at a rate of 10 percent while allowing users to switch between GST-inclusive and GST-exclusive pricing options. Each invoice includes the necessary ABN and ATO-required information, automatically changing to a standard invoice if the business is not GST registered. Payments can be processed via card through Stripe using a link provided in the invoice, or clients can opt for bank transfers. The system sends reminders for overdue invoices, allows quotes to be converted into invoices, supports recurring billing on a set schedule, and tracks expenses along with photo receipts while ensuring GST calculations are included. Detailed reports are available to display unpaid amounts and summarize GST over a selected timeframe. Additionally, Invio features integration with Claude and ChatGPT through its proprietary MCP connector, enabling an assistant to draft invoices, add new clients, and respond to account inquiries during a chat. Furthermore, an independent Xero connector provides access to multiple Xero organizations in a single session, keeping data entries as drafts until they receive approval. This comprehensive functionality makes Invio a versatile tool for managing invoicing and accounting needs.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Xero Yes 
NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Salesforce Yes 
Stripe Yes 

Integrations

Xero Yes 
NetSuite No 
QuickBooks Online No 
Sage Intacct No 
Salesforce No 
Stripe No 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

$19 AUD
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CollectLean

Founded

2024

Country

United States

Website

collectlean.com

Vendor Details

Company Name

Invio

Founded

2025

Country

Australia and New Zealand

Website

www.invio.com.au

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

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