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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
Quadient AR by YayPay integrates with your existing ERP, CRM, accounting and billing systems, organizing and presenting all your real-time data on cloud-based dashboards. Automated capabilities improve team efficiency by 3X and put your collections on autopilot, helping you get paid 34% faster. Predictive analytics power 94% accuracy on when customers will pay, helping you visualize cash flow and plan intelligently for the future. Quadient AR by YayPay's online payment portal enables customers to access accounts and pay at any time, from anywhere.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
NetSuite
Yes
QuickBooks Online
Yes
Sage Intacct
Yes
Acumatica Cloud ERP
No
Quadient AP Automation by Beanworks
No
QuickBooks Online Advanced
No
Salesforce
Yes
Stripe
Yes
Xero
Yes
Integrations
NetSuite
Yes
QuickBooks Online
Yes
Sage Intacct
Yes
Acumatica Cloud ERP
Yes
Quadient AP Automation by Beanworks
Yes
QuickBooks Online Advanced
Yes
Salesforce
No
Stripe
No
Xero
No
Pricing Details
$49/month
Free Trial
Yes
Free Version
No
Pricing Details
Flexible options to meet your needs.
Free Trial
No
Free Version
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
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
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CollectLean
Founded
2024
Country
United States
Website
collectlean.com
Vendor Details
Company Name
Quadient
Founded
1924
Country
France
Website
www.quadient.com/en/ar-automation
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
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
No
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
No
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Bookkeeping
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
No
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
No
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
Yes
Callback Scheduling
Yes
Client Management
Yes
Commission Management
No
Compliance Management
No
Contact Management
Yes
Credit Bureau Reporting
Yes
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No