Accounts receivable and cash collection for B2B teams
Follow up on unpaid invoices until they get paid.
A ledger can send a reminder. CollectLean is accounts receivable and cash collection: the sequence, the promise, and the dispute live on the invoice.
AI can write the follow-up and send it. The customer still has to hear from someone they already bill with. You send the words.
14-day trial. No card required.
After the due date, the follow-up has a job
A ledger can add a follow-up. CollectLean is built for accounts receivable and cash collection: the next note, the promise on the invoice, the dispute that pauses one bill. AI can draft the email. You still decide what the customer hears.
Subject
Invoice INV-1042 is 7 days overdue
Hi Sam — invoice INV-1042 for consulting work is still open.
Amount due: $4,200.00
Reminders on a schedule
The reminder goes out on the day you set.
A sequence after the due date: a calm note, a firmer one, then a stop if they pay or if you pause them. You can edit every email before it sends, or let the sequence send the template you already approved.
A draft can fill the editor from that invoice. Sending is still yours. Cash collection is a conversation with a customer, not a message that went out on its own.
Northwind Ltd
Promised $4,200 on Fri 14 Nov
Contoso Partners
Disputed · reminders paused
Promises and disputes
A promise to pay is a date on the invoice.
When they say Friday, log the date and the amount on that invoice. The next person who opens it can see what was agreed, instead of searching a thread. If Friday passes and the invoice is still open, the reminders start again. If they dispute a line, pause that invoice so you are not chasing a bill they are arguing about.
Open invoices
INV-1042
Due 7 Nov
$4,200.00
INV-1098
Due 21 Nov
$1,850.00
A page for the customer
They can see the bill and send proof from one page.
The customer portal shows what is open and what is paid, and accepts a payment proof. They open the link in the reminder instead of asking you to resend the PDF. That is one less email between you and the payment.
How you start
Import the overdue list, set the sequence, then work from collection tasks.
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01
Import this month’s overdue list
Connect the ledger you already use, or upload a CSV of open invoices. CollectLean works from what is already unpaid.
You do not move the books. The ledger stays the ledger.
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02
Set the reminder sequence once
A note after the due date, a firmer one later, then a stop if they pay or you pause them.
You can edit every email. Sending can stay with you, so the customer still hears from your company.
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03
Work the list from collection tasks
Each overdue invoice becomes a task. Open it, send the reminder, log a promise, or pause a dispute.
The chase lives on that list instead of in your inbox.
Works with QuickBooks, Xero, and Stripe
They keep the books. CollectLean is the accounts receivable layer on top: cash collection for what is still unpaid. CollectLean does not replace them.
NetSuite, Sage Intacct, and Salesforce on the Enterprise plan. Not on any of these? Import a CSV.
Built for cash collection, not a ledger add-on
A ledger reminder and a generated email are the same problem: the customer does not hear from the person they already work with.
AI can send it
It can draft every reminder and fire them on a schedule. That is not cash collection. The customer is talking to a system.
CollectLean
You still send the words. The relationship stays with your team.
A ledger reminder
One email on the day you pick. If they do not pay, you write the next one yourself — or the ledger ships a generic next step.
CollectLean
A sequence built for the AR file: it stops when they pay or you pause them.
A ledger reminder
When they say Friday, the promise lives in a thread. The next person has to search for it.
CollectLean
The date and amount are written on the invoice.
A ledger reminder
A dispute is another inbox. Reminders keep going unless you remember to stop them.
CollectLean
A dispute pauses that invoice only. The rest of the book keeps its reminders.
Simple pricing
Every plan starts with a 14-day trial with Growth features. No card. If the follow-up is doing the work, subscribe. Cancel any time.
Essential
A tiny team, or a spreadsheet
$19 / month
$190 / year
$16/month billed annually
- Up to 50 open invoices
- Up to 3 workflow scenarios
- Email sequences you write
- CSV import and export
- Customer portal, promises, and disputes
Growth
A company on QuickBooks, Xero, or Stripe
$39 / month
$390 / year
$33/month billed annually
- Everything in Essential, plus:
- Up to 500 open invoices
- Up to 15 workflow scenarios
- QuickBooks, Xero and Stripe
- 30 reminder drafts a month you review
Enterprise
More volume, SMS, or a heavier ledger
$69 / month
$690 / year
$58/month billed annually
- Everything in Growth, plus:
- Unlimited open invoices and scenarios
- NetSuite, Sage Intacct, and Salesforce
- SMS and postal letter
- 100 reminder drafts a month you review
Prices in USD. Taxes may apply.
Questions before you start
Who it is for, how a reminder gets sent, and what the customer sees before you subscribe.
A small B2B team that invoices on terms and then has to collect. This is accounts receivable and debt collection software for your own invoices, not a consumer collections agency. If the invoice is already sent and the money is not in, this is the follow-up.
No. Those stay your ledger. CollectLean is the accounts receivable layer on top. A CSV export also works. You can start collecting without moving the company onto a new set of books.
A ledger can send one follow-up. CollectLean is built for cash collection after that: a sequence that stops, a promise written on the invoice, and a dispute that pauses one bill. The books stay where they are.
It can write them. Cash collection is still a conversation with a customer who already knows your company. You send the words, unless you turned on a sequence you already approved. The relationship stays with your team.
14 days with Growth features. No SMS or postal letters during the trial.
Yes. Templates are editable. The draft button only fills the editor. Sending is your action, unless you turned on an automatic sequence you already approved.
A reminder does not send until you send it, or until you turn on a sequence you already approved. On Growth and Enterprise, Draft reminder only fills the editor. You still send it.
Log the dispute and reminders for that invoice pause. You are not chasing a bill they are arguing about.
QuickBooks, Xero, and Stripe are on Growth, and the 14-day trial includes them. NetSuite, Sage Intacct, and Salesforce are on Enterprise only, and a trial does not open them. If you are not on any of these, import a CSV of open invoices.
You subscribe to Essential, Growth, or Enterprise, or you stop. Until there is a paid subscription, the app asks you to subscribe before you continue. The trial does not charge a card. SMS and postal letters stay off for the whole trial.
Contact
Questions about how CollectLean fits your accounts receivable process? Write to the team. We answer before you start the trial.