What we loved about Kolleno is its simple integration with Clio and the ease of payments to our clients via open banking.
David Turney, Managing Partner, Avery Law.
Integrate with QuickBooks
Integrate your QuickBooks accounting software to streamline accounts receivable management processes.
Why integrate with QuickBooks?
Gain full cash flow visibility
One single hub to stay on top of communications, invoices and payments.
- Unified view of all clients
- Credit & Engagement insights
- Payment behaviour trends
- Customisable dashboards & reports
Accelerate payments collection
Speed up processes with omni-channel chasing strategy, automated templates and sequences
- Communication templates
- 40+ personalisation variables
- SMS, Emails, Phone calls
- Customisable tone of voice
Make data-driven decisions
Data intelligence and insights into client payments behaviours to mitigate credit risks.
- Due & Overdue breakdown
- Aging balance snapshot
- Customer Concentration overview
- Average Days late insight
Get up and running in 5 min
1
Invoice your customers as usual, from your QuickBooks account.
2
Once invoice becomes overdue, your team gets notified to perform a follow up action.
3
Customers receive a personalised reminder with a link to their payment portal.
4
Clients will know exactly what they owe and can pay at the click of a button.
5
You can measure your overdue collection improvements and share it with the wider team.
It's Easy To Work Together
1
Connect QuickBooks
Integrate with your existing Accounting or ERP system in 3 minutes, set up a white label e-mail and you are ready to go!
2
Collect Faster
Streamline your workflows and prioritise easily. Leverage customisable communication templates, strategies, and white-labelled approach.
3
Join The Community
Learn from your industry peers the best A/R management strategies that let their businesses keep the cash flows healthy.
See how our customers drive impact
Kolleno is an essential part of our finance workflow. We choose Kolleno because it is easy to use and offers fast results.
Edoardo Raimondi, CFO, Talent Garden.
Kolleno’s platform is a tool every business should have to manage credit control and turn revenues into cash.
David Kearney, COO & Co-Founder, Peblo.
Before using Kolleno we had more than a million in outstanding balances that weren't paid for!
Mickey Wong, Business Operations Strategist, Yang Law.
Customer support at Kolleno is excellent, enabling us to explore new features and adopt best practices.
Ryan Dingley, Founder & Director, Dingley Marshall Lewin.
Kolleno’s platform provides a clear and simple way for clients to make payments through the digital payments portal.
Juan Brea, COO, Masur Griffitts Avidor LLP.
We were pleasantly surprised to discover the great variety of functions the platform can offer, especially trigger-based workflows.
Julien Ramenazi, Head of Client Operations, October.
We no longer spend hours drafting emails to chase debtors, thanks to the communication templates in Kolleno platform.
Tom Adam, Partner, Adam Law Group, P.A..
