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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

My DSO Manager is a credit management and cash collection software that is affordable for all businesses. It includes strong features like interactive e-mails, automatic reminders, scoring, reports, etc. Modern and intuitive functions allow you to increase cash flow and profitability in your business. Smart upload module makes it easy to implement. It can be used manually or automatically. My DSO Manager has been used by thousands of companies in over 80 countries. My DSO Manager is dedicated for businesses who work with businesses. It can be used by SMEs as well as international companies. It can easily handle multi-entities, multicurrencies, and 9 languages

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

QuickBooks Online Yes 
Salesforce Yes 
AdvancedBOL for SAP Logistics No 
Arcus EDI for SAP No 
Boris FX Sapphire No 
Cegid Notilus No 
Dynamics 365 Customer Service No 
Dynamics 365 Field Service No 
Dynamics 365 Guides No 
GROW with SAP No 
Microsoft Dynamics 365 Contact Center No 
NetSuite Yes 
Oracle ADF Faces No 
Oracle API Catalog No 
Oracle APM No 
Oracle Access Management No 
Sage 100 No 
Sage Intacct Yes 
Stripe Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Salesforce Yes 
AdvancedBOL for SAP Logistics Yes 
Arcus EDI for SAP Yes 
Boris FX Sapphire Yes 
Cegid Notilus Yes 
Dynamics 365 Customer Service Yes 
Dynamics 365 Field Service Yes 
Dynamics 365 Guides Yes 
GROW with SAP Yes 
Microsoft Dynamics 365 Contact Center Yes 
NetSuite No 
Oracle ADF Faces Yes 
Oracle API Catalog Yes 
Oracle APM Yes 
Oracle Access Management Yes 
Sage 100 Yes 
Sage Intacct No 
Stripe No 
Xero No 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

Customized version with our support : our experts accompany you and advise you at all stages of setting up My DSO Manager, for configuring your platform and training users.

Active user accounts : unlimited

Open items max : according to your needs

Custom and Multi-Entities platform

Consolidated reports of several entities

Synchronization with credit insurers

Synchronization with B2B information providers

Possible authentication via SSO (Single Sign-On)

Connection to your EDM (Electronic Document Management)

Import with Smart Upload

Import with secure FTP / API

Import with connectors

Sales : unlimited

All features and upgrades of the software
Free Trial Yes 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CollectLean

Founded

2024

Country

United States

Website

collectlean.com

Vendor Details

Company Name

My DSO Manager

Founded

2015

Country

France

Website

www.mydsomanager.com

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

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Debt Collection

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

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

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