Kolleno is a very easy to use platform and the collection strategies are straightforward to set up. Their dashboard and analytics give us a clear picture of our payments, and the reports are super helpful – they are tailored to receivables collections performance, and include such reports as monthly collections cohorts, collections strategies effectiveness and detailed aging analytics. Review collected by and hosted on G2.com.

Just looking forward to the new features and automating more of our work with Kolleno Review collected by and hosted on G2.com.

Recent integration with GoCardless, as its allowed us to set up all of our recurring business clients on direct debit. We were then able to build workflows that get triggered in case of the failed direct debit from a client and assigns task to our team to get in touch with the client, using a specific email template or phone script. Overall Kolleno made it accounts receivable and recurring payments management much easier for our team. As a business owner, I constantly use the platform to get overview of where do we stand with each client payments and whether the team is on top of the follow ups. Review collected by and hosted on G2.com.

Nothing to dislike, Kolleno has been great for us so far Review collected by and hosted on G2.com.

I am in love with the latest update of workflow feature in the Kolleno platform! Its much easier now to build them out as the drag and drop functionality is available. I can customize and build out workflows based on almost any invoice / client variable i want, e.g. tasks or communications to be triggered on the client level or invoice level, specific invoice amount / due date / days from clients last response and many more.

It was also super valuable for us to have the customer support always available for us to help crafting the optimal workflows and adjusting the wording in emails for different age of overdue payments. Review collected by and hosted on G2.com.

Would love to have direct integration to CRMs, ie Salesforce; not just ERPs Review collected by and hosted on G2.com.

The platform made it very easy for us to scale communications with our clients. We can send out bulk emails that are personalised to each of the clients and feel human, and with workflows we can program all the actions and tasks that have to be done to stay on top of our receivables. We have used different marketing software that are very powerful at building out different workflows and customized communications for different contexts, and I’d love to say that Kolleno feels exactly like this, but tailored for finance ops and receivables management - as powerful and easy to use. Review collected by and hosted on G2.com.

The reporting feature could be more customizable. I’d love to have my own report builder inside the platform. Review collected by and hosted on G2.com.

Payments reconciliation! Now that this part of our financial processes is automated, Its still hard for me to believe that we used to reconcile each payment manually and spend so much time on this. Another thing that we love about Kolleno is its pleasant user experience. Unlike some other products on the market, the platform’s UI is very intuitive, feels smooth and modern. That makes mundane tasks actually pleasant. Review collected by and hosted on G2.com.

I would have loved it if we were able to actually customize what we can see on the main dashboard of the platform, ie which particular reports and graphs. Review collected by and hosted on G2.com.

As a business owner, I love how Kolleno is not just a financial process automation platform for my finance team to stay on top of payments and daily processes, but also a great client relationship management tool. It was very straightforward to get everyone in the business to adopt the software and start making use of all the features straight away from implementation. We use it across all teams as a CRM for financial communications and whenever there is a new development in our clients sales or deals context, I can be sure that everyone can see that in Kolleno’s notes / payments / communications log and stay on the same page. The custom reports are also a great time saver for me whenever I want to get instant visibility in where do we stand in terms of payments, cash, revenues this month and as I travel often for the content creation for my media business - its very convenient to have this information available via mobile application. Review collected by and hosted on G2.com.

The mobile app functionality is very basic at the moment, which does the job - however would be great to extend it a bit more, ie rather than just viewing data would be cool to add functionality to also generate tasks/make quick adjustments to workflows Review collected by and hosted on G2.com.

As a consulting business, we provide various services to our clients and the ability to create communication templates to reflect diverse service offerings when following up on payments with our clients was crucial for us, and we were glad to find out we can do that in Kolleno. Kolleno has a great accounts receivable management software, it was built by people who understand the processes in detail - the platform accommodates for multiple use cases and scenarios that credit controllers and finance mangers face when managing receivables. Review collected by and hosted on G2.com.

Nothing so far, the product is great and covers our needs Review collected by and hosted on G2.com.

We’ve loved Kolleno’s approach at making sure that the platform satisfies our specific business requirements. The team has been helpful at building out some custom integrations that we required to get up and running with the project.

Now that we have implemented Kolleno, its much easier for us to have all the visibility into our receivables and clients communications regarding payments in one tool. Before that, we had to use multiple applications and spreadsheets, that was just taking too much time from the team. We appreciate how the customer success team is always available for any of our questions, requests or to share the best practices on using the software. Review collected by and hosted on G2.com.

Nothing, wishing Kolleno team to keep up the great work. Review collected by and hosted on G2.com.

We use Kolleno for managing all the receivables and payments from our clients, who are health institutions and pharmacies. There are a few nuances that we wanted to incorporate into our receivables workflows and it was importatn to have an ability to enable different team members accesses to different acounts. So it was particularly useful to have the high level of customisation when it comes to setting up your processes within Kolleno software, and appreciate the quick response times from Kolleno customer support team to assist us with any settings. Also the gocardless integration was particularly useful for us, since we could easily set up the direct debit for our saas subscription clients. Review collected by and hosted on G2.com.

There is nothing we dislike, the plaftorm fits our needs exactly as we want. Sometimes there is minor feedback re little gaps on the custom reporting side, but its always acted on promptly by Kolleno team. Review collected by and hosted on G2.com.

I loved it how with Kolleno there is no more need for me to check dozens of different excel files to stay on top of the payments from our clients. Its very easy and makes it much simpler to operate when you can see all the outstanding receivables in one place, but also action on them and set up customizable payment reminders to each client, and in addition to that, share with each client a custom payment link thus making it very quick and easy for them to close off an outstanidng payment. This way, Kolleno indeed closes up the full invoice-to-cash cycle for us.

The implementation was very quick and straightforward thanks to the customer support provided and an existing intergration with Xero. Review collected by and hosted on G2.com.

Nothing really comes to mind, may be just more flexibility around the worklfows and allowing more of the drag and drop functionality when it comes to setting up steps, ie making user experience for these smoother Review collected by and hosted on G2.com.