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features
design
support

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Description

CollectLean is an innovative accounts receivable automation solution tailored specifically for small and medium-sized businesses and agencies. Finance departments typically spend between 10 to 15 hours each week on the tedious task of following up on overdue payments. CollectLean addresses this issue by fully automating the follow-up process, allowing teams to focus on more strategic initiatives. Highlighted Features: - Multi-channel Workflows: Set up intelligent sequences that dispatch reminders via email, SMS, and phone calls based on how long invoices are overdue. - Deep Integrations: Seamlessly connect with financial platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Record customer payment commitments ("I'll pay by Friday") and receive automated notifications if they fail to uphold them. - Dispute Management: Streamline communication regarding disputed invoices to expedite the resolution of payment issues. With a setup time of less than one week and the potential for immediate return on investment, it’s time to stop playing the "bad cop" and let automation take care of your collection efforts. Embrace the efficiency that CollectLean brings to your financial operations.

Description

Lariat is a 21st century collections platform - it's web based, secure and scalable. With intuitive and modern interfaces that increase productivity and reduce Lariat connects all parties in the collections process on a single platform where all users can interact in a single unified collections process: Client Portal Debtor Portal Sales CRM Collections Client Services

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

QuickBooks Online Yes 
8x8 No 
Authorize.Net No 
CloudTalk No 
DialConnection No 
First Data No 
NMI Gateway No 
NetSuite Yes 
Payment Savvy No 
PaymentVision No 
Payscout No 
Phone.com No 
QuickBooks Online Advanced No 
Sage Intacct Yes 
Salesforce Yes 
Stripe Yes 
TCN No 
Xero Yes 
Y2Payments No 
athenahealth Population Health No 

Integrations

QuickBooks Online Yes 
8x8 Yes 
Authorize.Net Yes 
CloudTalk Yes 
DialConnection Yes 
First Data Yes 
NMI Gateway Yes 
NetSuite No 
Payment Savvy Yes 
PaymentVision Yes 
Payscout Yes 
Phone.com Yes 
QuickBooks Online Advanced Yes 
Sage Intacct No 
Salesforce No 
Stripe No 
TCN Yes 
Xero No 
Y2Payments Yes 
athenahealth Population Health Yes 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

$150.00/month/user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CollectLean

Founded

2024

Country

United States

Website

collectlean.com

Vendor Details

Company Name

Lariat

Founded

2002

Country

United States

Website

www.lariat.co

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Product Features

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

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