Kolleno’s direct integration with Sage Intacct will transform your financial operations to drive efficiency and accelerate payments by empowering you with real-time customer insights, intelligent automation tools, and a secure and easy way to accept credit, debit, and ACH payments. On average Kolleno’s customers accelerate payments in the first 30 days by 55%, automate 90% of tasks, and save 2 days of work every week per team. Integrate seamlessly with Sage Intacct, and see the results for yourself.

Key Benefits:

Automate and improve your collections

• Streamline your collections through our smart workflows with personalised outbound communication (email, SMS, call) and internal task generation 
• Leverage live data import and analytics to further customise your workflows

Save time and increase efficiency

• Save time through automated workflows, payments, reconciliation, and reporting
• Access all your live data in one centralised hub

Protect customer relationships

• Segment customers into different workflows based on your specific criteria
• Implement AI generated suggestions on the ideal communication channel and tone of voice for clients based on historical data 

Simplify payments and reconciliation

• Accept credit, debit, and ACH payments with ease through our white-label customer payment portal
• All payments made via the portal will be reconciled back to Sage Intacct

Gain visibility and control

• Access customer timelines that store all your data regarding each client, including both payment and communication history, alongside all internal notes
• Resolve customer inquiries faster

Primary Features:

​​​​​​Drag & Drop Workflows

• Customisable automated workflows to ensure your credit control process is reflected in Kolleno at every stage of the collection process

Automated and Streamlined Reconciliation

• Automatically reconcile payments accepted through our white-label customer payment portal
• Live bank feed of all your transactions 
• Suggested payment matches based on a comprehensive scoring system to expedite your reconciliation process

Automated Reporting

• Generate and schedule reports including ageing analytics, customer insights, and payments and collections

Payment Portal

• Accept payments through 1,000+ payment gateways, ensuring your clients can pay through their preferred method whether it be credit, debit, or ACH. 

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
Custom dependent on usage requirements

Integration Approved Countries:
United Kingdom; United States