Official Sage Integration

Accounts Receivable Automation for Sage Users

Kolleno connects directly to Sage to automate collections, reconcile payments, and give your AR team full visibility, without leaving a single invoice unresolved.

Accounts Receivable Automation for Sage Users
4.9 of 5

Based on reviews across G2, Capterra, Gartner | ISO 27001 Certified | SOC 2 Type II & SOC 1 Type II

Everything your Sage AR team is missing, in one place

Turn Sage data into a self-running collections engine

Turn Sage data into a self-running collections engine

Kolleno syncs with Sage in real time to automate your collections process.

  • No-code workflows mirror your exact collections process, with branching paths that adapt to each customer's status
  • Personalized outreach goes out automatically across email, SMS and phone, timed to each invoice's status
  • Kolleno creates tasks, follows up on payments and logs every action automatically, freeing your team from admin
One payments portal, every payment matched and synced to Sage

One payments portal, every payment matched and synced to Sage

Give customers an easy way to pay, and let Kolleno match and reconcile each payment the moment it lands.

  • A single branded payment portal gives customers 10 payment methods to choose from, across 52 countries
  • Payments reconcile automatically across every processor, matching individual references even inside bulk payouts
  • Sage stays current without manual data entry, updating the record automatically the moment each payment lands
Catch disputes and credit risk before they become bad debt

Catch disputes and credit risk before they become bad debt

Kolleno keeps every query and credit risk in front of your team, so nothing slips through.

  • Every dispute logged, tracked and resolved in one place
  • Kolleno surfaces credit risk in real time, so your team knows when to act quickly instead of waiting until quarter-end
  • Credit profiles update continuously from live Sage data and external credit agencies, flagging risk automatically with no manual checks
Full visibility across every account, in one place

Full visibility across every account, in one place

Kolleno connects Sage, CRM and bank data in real time, so everything lives in one place.

  • See every account at a glance: outstanding, promises-to-pay, paid on time vs late
  • All client communication and payment history sit together with internal notes, so anyone on the team can pick up an account instantly
  • Performance tracking comes built in, with reports and analytics ready to go

Your team's effort, multiplied by AI Agents

Custom AI Agents, orchestrated by you

Configure AI Agents to handle collections your way. Set communication tone, choose languages, define escalation triggers, and adjust follow-up timing seamlessly.

Custom AI Agents, orchestrated by you

The real cost of manual cash application

This is what your team deals with today, and what it looks like with Kolleno.

Pain Points
Complex payments require manual matching
No remittance reference
No tailored reminders for each customer
Without Kolleno
Team manually handles partial payments and one-to-many matches
Team spends hours across bank portals and emails figuring out which invoices a lump sum covers
Everyone in the same aging bucket gets the same template
With Kolleno AI Agents
AI resolves partial payments and one-to-many matches automatically, applying each to the right invoices
AI scans correspondence, bank descriptors and PDFs to identify every payment in seconds
AI tailors each message to the customer and sends it automatically by email, SMS or phone

NetSuite Customer DNA Payments reduced manual 
AR work by 75%

Jordan Hickson
Jordan Hickson
Finance Transformation Manager • DNA Payments
Before Kolleno, everything was manual, we were running off Excel sheets with no formal customer communication. With Kolleno, we've moved into the 21st century with automation.
  • 75% reduction in manual AR work
  • 30% improvement in collection rates
  • 15 hours saved per week on payment follow-ups

Step into the new world of order-to-cash

Turn your revenue cycle into a predictable engine with an AI workforce.