Reduce manual work
Reduce time and energy spent on manual and repetitive tasks. Enhance your productivity and efficiency.
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Increase focus on strategic tasksby reducing time and energy spent on manual and repetitive tasks with our automated communications and reconciliation.
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Enhance the accuracy and consistency of your work
through automation, our prioritised task-manager, and customer timelines.
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Reduce administrative tasks
by leveraging our management-pack ready reports and AI-generated email templates.
How do we reduce your manual work?
Automated communications
We enable smart automated workflows with scheduled email and sms payment reminders to your clients.
Automated reconciliation
Receive perfect and suggested payment matches based on a comprehensive scoring system to expedite your reconciliation process.
Prioritised task management
We create a prioritised list of daily to-do tasks based on urgency, incorporating both system and manually generated tasks.
Customer timelines
Access a centralised timeline of all accounting data and communications with your customer; including payments, invoices and notes etc.
AI-generated email templates
Automated email templates to accelerate your essential communications. Personalise it to each client with over 40 variables.
Management-pack ready reports
Schedule and receive reports in your inbox including ageing analytics, customer insights, and payments and collections.
Are all communications automated or can I also send emails manually through Kolleno?
You are free to choose how much of your communication is automated. Every communication piece that you have set to automatically send out will only do so when the trigger criteria including delays and conditionals are met. However, you can also send manual responses and communications through the platform, if you prefer. If you were to opt for this option, we recommend utilising the AI-generated email templates as that is another means to accelerating communications.
Are all the emails from @kolleno.com?
No. You have the option to connect your own email domains, thus all your communications can be sent via your company domains. Alternatively, you can send communications via a default @kolleno.com domain; however, we advise all of our customers to establish and connect with their own company domains in order to remain consistent with their branding and build trust with their customers.
Can you manage multiple currencies through Kolleno?
Yes. We account for 150+ currencies, thus if your business issues invoices in multiple currencies we will recognize the transactions and account for them using the exchange rate on the day of the transaction. However, your company dashboard will be displayed in the currency of the country where your business is established, although your company reports can be segregated by currency or region.
Can you manage multiple business entities through Kolleno?
Yes, you can manage multiple business accounts simultaneously on the platform via an accounts centre.
Which ERP systems do you integrate with?
We have one-click integrations built with Xero, Clio, Quickbooks, Sage, SAP, Netsuite and many others. We also have an open API enabling us to integrate with any cloud-based system.
