CollectLean
Accounts receivable automation and debt collection software for SMBs
About CollectLean
CollectLean is cloud-based accounts receivable and debt collection software for small and mid-sized businesses, agencies, SaaS companies, and freelancers. It automates payment reminders across email, phone, SMS, and mailed letters, tracks invoice aging and days sales outstanding (DSO), and manages disputes and payment promises in one place. Invoices come in through CSV import or syncs with QuickBooks, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe.
Pros & Cons
Pros
- Flat, published pricing starting at $49/month, low for dedicated AR automation software
- 14-day full-featured free trial with no credit card required
- Covers email, phone, SMS, and physical mail letters for escalating reminders
- Direct syncs with QuickBooks, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe
- Dispute tracking and promise-to-pay monitoring built in, not bolted on
- Yearly billing cuts the price by about 20%
Cons
- Essential plan caps you at 100 invoices and 10 workflows
- Accounting integrations and SMS/mail channels are limited to the Enterprise plan
- Small vendor with few independent user reviews on G2 or Capterra so far
- No free plan after the trial ends
- No published details on payment portals or online card collection
Key Features
Automated payment reminders
Scheduled follow-ups on unpaid invoices with automatic escalation rules, so overdue accounts get chased without manual emails.
Custom collection workflows
A workflow builder for collection scenarios that set the timing, channel, and tone of each reminder step.
Multi-channel outreach
Email, phone, and dispute channels on every plan, with SMS and physical mail letters on the Enterprise plan.
Invoice aging and DSO tracking
Monitors invoice aging, payment status, partial payments, and credit notes, and reports DSO trends over time.
Dispute and promise-to-pay management
Logs customer disputes through to resolution and tracks payment promises against actual payments.
Customizable message templates
Notification templates you edit to match your brand voice, with a communication history kept per customer.
Accounting and billing integrations
Syncs invoices, customers, and payments from QuickBooks, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe Billing (Enterprise plan).
Collection analytics
Payment behavior insights and collection performance reports to see which customers and workflows pay off.
Document management
Stores invoice PDFs, supporting documents, and communication records alongside each customer.
Built-in ticketing
A support and ticketing module for customer inquiries and internal follow-up tasks.
Pricing
- Up to 100 invoices
- Up to 10 collection workflows
- Automated payment reminders
- Email, phone, and dispute channels
- Import and export data
- $490/year with annual billing
- Everything in Essential
- Unlimited invoices
- Unlimited collection workflows
- Access to all integrations
- Premium channels: SMS and mail letters
- $990/year with annual billing
Best For
Small business collections
SMBs without a dedicated AR team automate reminders and escalations so overdue invoices get followed up consistently.
Agency and freelancer cash flow
Agencies and freelancers chase late client payments with polite, templated sequences that protect the client relationship.
SaaS failed-payment recovery
SaaS companies connect Stripe Billing to follow up on failed or overdue subscription invoices automatically.
Reducing DSO for finance teams
Finance teams track invoice aging and DSO trends to spot slow payers and tighten collection workflows.
Dispute resolution tracking
AR staff log invoice disputes and payment promises in one place instead of across inboxes and spreadsheets.
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