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What is GoToMyAccounts?

GoToMyAccounts provides your clients with the ability to check their account history, settle bills, and store payment methods for future use. They can choose to pay multiple invoices at once or make partial payments across various bills. Every transaction processed through the portal is seamlessly documented and integrated into QuickBooks. Additionally, to keep customers informed about new invoices or reminders based on a predetermined schedule, you can implement billing automation features. These notification emails can include secure links for payments, enabling users to conveniently log in and access a payment interface. This ensures that customer transactions are not only efficient but also secure and well-organized.

What is CollectLean?

CollectLean offers a cutting-edge solution for automating accounts receivable specifically designed for small to medium-sized enterprises and agencies. Many financial teams find themselves overwhelmed, dedicating 10 to 15 hours each week to the monotonous duty of following up on overdue invoices, but CollectLean effectively alleviates this burden by automating the entire follow-up process. Key Features Include: - Multi-channel Workflows: Create smart sequences that send reminders through email, SMS, and phone calls based on how long the invoice has been overdue. - Deep Integrations: Seamlessly connect with widely-used platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Capture customer payment commitments ("I'll pay on Friday") and get automated alerts if these promises are not fulfilled. - Dispute Management: Centralize all communication related to disputed invoices to speed up the resolution of payment conflicts. With a design that allows for quick setup in under a week, CollectLean guarantees a fast return on investment. By adopting automation, businesses can remove the anxiety associated with collections and revolutionize their methods for managing late payments. Consequently, financial teams are empowered to devote more time to strategic initiatives instead of relentlessly pursuing overdue payments. Overall, CollectLean not only simplifies the collections process but also enhances overall financial efficiency.

Media

Media

No images available

Integrations Supported

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero

Integrations Supported

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GoToMyAccounts

Date Founded

2010

Company Location

United States

Company Website

gotomyaccounts.com

Company Facts

Organization Name

CollectLean

Date Founded

2024

Company Location

United States

Company Website

collectlean.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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