Streamline AR Management out of
MS Dynamics 365
Businesses like Zartis have used Kolleno and Microsoft Dynamics 365's Integration to reduce their overdue balances by 43% in just 3 months.
Streamline AR Management out of
https://www.youtube.com/embed/11wxnUg-bSQ?feature=oembed&autoplay=0&loop=1
Why use Kolleno for MS Dynamics 365?
Accelerate collections by integrating Dynamics 365 with Kolleno. Automate communications, streamline daily tasks and collect payments faster.
Automated email reminders
Intelligent chasing sequences
Text messages and phone call chasing
Firm-branded customer payment portal
Real-time AR & client behaviour analytics
Kolleno & Xero clients unlock cash tied up in receivables
Reduce manual work and repetitive collections tasks
Get paid faster by automating all outbound communication and internal task management.
Get paid faster with intelligent workflow tool
Accelerate payments and increase recovery rates with tailored collection strategies.
Automate reconciliation & consolidate payments
Provide your clients with an easier payment experience, automate account reconciliation and transaction matching processes.
Official Integration 
Kolleno & MS Dynamics clients unlock cash tied up in receivables
Laura Sanchez, COO, Zartis
“We chose Kolleno to enhance our Accounts Receivable management and credit control processes. The platform allows us to streamline our daily collection tasks and financial communications effectively, saving us time and accelerating our cash flow.”
Jon Purcell, Director, Semz
“Kolleno’s platform allowed us to set up communication strategies and use different tones of voice depending on the specific client and the amount overdue. With Kolleno, we were able to recover outstanding invoices much quicker and in a more customer-centric manner.”
Bart Van den Bossche, CFO, Sereni
“Using Kolleno’s platform makes managing accounts receivables and credit control seamless. All information is stored in one place and easy to access. Additionally, all client statements available to download in one click. No time spent anymore on manual tasks with Kolleno.”
How does the integration work?
How quick is the sync with Dynamics 365?
The sync is almost instant. Depending on the volume of data your company has, it may take from a few seconds to several minutes.
Is my financial data safe?
At all times. Kolleno is compliant and proudly certified with ISO 27001, the highest standard for information security. Your data is safely stored with us and will never use it for anything that you have not agreed to
How long does it take to integrate?
It’s seamless! You can integrate with your system in one-click. The data will start to flow shortly after and you will be able to collect your overdue balance.
What happens if I get disconnected?
It is very unlikely, but if it does, you can quickly reconnect from your Account Settings, or else you can get in touch with our Customer Success team, we are very responsive!
