Access real-time analytics and reports
Stay on top of your cash position and make informed decisions through real-time analysis and reports.
Access live dashboards and purpose-built reports
gain visibility into debtors, invoices and customer behavior.
Make informed decisions
based on collections insights, customer analytics, and employee KPIs.
Improve responsiveness and optimise operations
by gaining visibility into your live ERP data and our analytics.
Want to access real-time analytics and reports?
Live ERP data
Through integrating with your ERP directly, we access your accounting data instantaneously.
Select the metrics you would like to track and receive scheduled reports in your inbox.
Gain insights into your customers’ behaviours with detailed breakdowns based on your historical data.
Personalise your reports to align with company needs and branding.
Managerial KPIs per employee
Access a summary of communication volume and efficiency per employee.
Track your collection strategy progress through our readily available analytics.
Why is it important to access real-time analytics and reports?
Accessing real-time analytics and reports enables you to make informed decisions based on facts rather than assumptions or guesswork. Subsequently, it also allows you to optimise operations by gaining visibility into critical areas of your processes, identifying bottlenecks, inefficiencies, or areas for improvement.
How often does it sync?
Once integrated, we have access to the live data from your cloud-based systems. This ensures that all of the information in our system is up to date at any given moment, and thus triggers for automated communications are precise.
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.
What type of reports are available?
There are four categories of reports including Ageing Analytics, Customer Insights, Kolleno Insights, and Payments and Collections. Within Ageing Analytics you can access an overview and breakdown of invoices whose payment has been due for a longer period of time. Within Customer Insights you can access reports on your analytics broken down per customer. Within Kolleno Insights you can access reports on the impact of Kolleno on your collections and time management. Within Payments and Collections you can access reports on which collection strategies perform best.
Is there a limit to how many reports you can automate?
No, there are no limits to the amount of reports you can automate and receive.