Kolleno
AI-powered accounts receivable and order-to-cash automation
About Kolleno
Kolleno is an accounts receivable automation platform for finance teams and credit controllers. It combines AI-driven collections follow-ups, a customer payment portal, automated cash application, dispute tracking, credit risk monitoring, and cash-flow forecasting on top of ERPs such as Xero, QuickBooks, Sage Intacct, and NetSuite.
Pros & Cons
Pros
- Covers the whole order-to-cash loop (collections, payments, cash application, disputes, credit risk, forecasting) in one product
- Customer payment portal with payment links is singled out by reviewers as a key driver of faster collections
- Strong review scores (4.9 on G2 across 100+ reviews) with frequent praise for onboarding and support
- Broad ERP coverage from Xero and QuickBooks up to NetSuite, SAP, and Oracle
- ISO 27001, SOC 2 Type II, and SOC 1 Type II certified
Cons
- Expensive for small teams: the entry plan starts at $545 per user per month on annual billing
- Plans are gated by company turnover, so smaller businesses under $1M revenue are not the target
- Some users want more customizable reporting
- Advanced features have a learning curve without dedicated admin or training time
- Enterprise ERPs such as NetSuite and SAP require custom-priced plans
Key Features
AI collections follow-ups
Automated dunning emails, SMS, and calls sequenced by customer segment and invoice status, with AI-prioritized worklists for credit controllers.
Customer payment portal
Branded portal with payment links and multiple payment methods, where AI suggests the fastest or cheapest way for each customer to pay.
Cash application and auto-reconciliation
AI matching posts incoming payments to open invoices and routes exceptions for review, learning from past matching patterns.
Disputes management
Tracks customer disputes end to end with prioritization, resolution workflows, and pattern detection to stop disputes delaying payment.
Credit risk monitoring
Monitors accounts in real time with credit scoring and alerts that flag deteriorating customers before they go overdue.
Cash-flow forecasting
Predicts future cash position from customer payment behavior and open receivables.
Collections inbox and team workflows
Shared inbox for customer correspondence with task routing, team roles, and workflow automation.
ERP and accounting integrations
Syncs with Xero, QuickBooks, Sage Intacct, Clio, NetSuite, Microsoft Dynamics Business Central, SAP, Oracle, and Stripe.
AR reporting and DSO dashboards
Real-time dashboards for DSO, aging, overdue balances, and collector performance.
Pricing
- For companies over $1M turnover
- Minimum 1 user, free trial available
- Xero, QuickBooks, Sage Intacct integration
- Customizable payment portal and payment links
- Customer dashboard and collections inbox
- 100 SMS and 100 calls included
- $650/user/month billed monthly
- For companies over $10M turnover
- Minimum 2 users
- Adds Clio integration
- Auto-reconciliation
- Invoice dashboard and customer portfolios
- Team collaboration, reporting, and workflow automation
- 3 hours onboarding and AI agent support
- $1,245/user/month billed monthly
- For companies over $100M turnover
- NetSuite, MSD Business Central, SAP, Oracle Fusion
- Multiple ERP accounts and business entities
- Unlimited regions
- 6 hours onboarding
- Human agent support
- For $1Bn+ turnover
- Kolleno AI agents
- Custom ERP connector and configuration
- 24/7 support
- Dedicated CSM
- 8+ hours onboarding
Best For
Reducing DSO for mid-market finance teams
Credit control teams automate reminder sequences and prioritize overdue accounts to cut days sales outstanding.
Self-serve customer payments
Companies send payment links and a branded portal so customers can pay invoices and manage payment methods themselves.
Automating cash application
Finance ops teams match bank and Stripe payments to invoices automatically and handle only exceptions.
Managing B2B credit risk
CFOs monitor customer payment behavior and credit scores to adjust terms before accounts go bad.
Forecasting cash flow
Finance leaders use behavior-based predictions of when receivables will land to plan cash.
Similar Tools
Puzzle
AI-native accounting software for startups and accounting firms
Stripe
Financial infrastructure for the internet — accept payments, manage subscriptions, and grow revenue globally
Chargebee
Subscription billing and revenue management for growing businesses
Luthor
AI-native compliance firm for RIAs and financial advisors
Markprompt
Enterprise AI agents for customer support
Morpher AI
Become a super trader with AI-powered market insights