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

• 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 

• 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

• 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

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

• 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

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

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

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Service License

Price:
Custom dependent on usage requirements

Integration Approved Countries:
United Kingdom; United States;