How Fusion Consulting Achieved 44% Reduction in Late Payments with Kolleno

About Fusion Consulting

Every successful business eventually faces growing pains. For Fusion Consulting, a multidisciplinary advisory firm serving private individuals and fast-growth businesses across London, that challenge emerged in their accounts receivable processes. 

Fusion Consulting possesses expertise in a wide range of areas, including tax, accountancy, law and recruitment. However, their finance team struggled with the mounting complexity of managing collections. 

As transaction volumes increased, so did the time spent on manual follow-ups, payment tracking, and reconciliation—valuable hours that could have been dedicated to expanding their service offerings and strengthening client relationships. 

With late payments affecting cash flow stability and limiting growth opportunities, it needed a solution that could streamline collections while maintaining strong client relationships. That’s when Fusion turned to Kolleno.

The Challenges

As Fusion Consulting expanded its client base, the company encountered significant obstacles in managing its accounts receivable processes. What began as minor inefficiencies quickly evolved into major roadblocks that threatened to impede the firm’s ambitious growth trajectory.

1. Limited Cash Flow Visibility

Without a streamlined system for tracking receivables, Fusion struggled to accurately forecast cash flow and efficiently allocate resources. The finance team couldn’t easily identify which accounts needed immediate attention or analyze trends in payment behavior.

“Before implementing Kolleno, we had very limited visibility into our receivables,” explains Adam Maurice, Director at Fusion Consulting Group. “We were essentially operating in the dark when it came to predicting when payments would come in, making financial planning incredibly challenging.”

This lack of cash flow predictability hindered Fusion’s ability to invest in business growth opportunities. After all, the company couldn’t confidently commit resources without knowing when outstanding invoices would be settled.

2. Time-Consuming Manual Processes

The finance team at Fusion spent countless hours on manual collections activities—drafting individual payment reminders, reconciling invoices, and updating payment records across multiple systems. This administrative burden pulled valuable resources away from core business activities and strategic financial planning.

With each overdue invoice requiring multiple follow-ups, the team found themselves dedicating a significant portion of their week to chasing payments rather than focusing on value-added activities. As the client base grew, these inefficiencies only compounded.

3. Inconsistent Client Communications

Without a structured approach to collections, Fusion’s payment reminders lacked consistency in timing, tone, and follow-up protocols. Some clients received multiple reminders, while others with overdue balances were inadvertently overlooked in the manual process.

This inconsistency not only affected cash flow but also created confusion among clients and occasionally strained relationships. For a firm built on providing seamless advisory services, these communication gaps represented a notable disconnect from their brand promise.

4. Difficulty Tracking Payment Statuses

Fusion’s team struggled to maintain accurate, up-to-date records of payment statuses across their client base. With information scattered across emails, spreadsheets, and their accounting system, gaining a comprehensive view of their accounts receivable position was nearly impossible.

“We were constantly cross-referencing multiple sources of information just to determine which invoices had been paid and which were still outstanding,” notes Maurice. “This fragmented approach led to errors, duplicated efforts, and occasional oversights.”

5. Impact on Business Growth

Perhaps most concerning was how these accounts receivable challenges directly impacted Fusion’s ability to grow. Late payments and unpredictable cash flow limited the company’s ability to invest in new service offerings, technology, and talent development—all critical components of their expansion strategy.

As a consultancy focused on helping other businesses optimize their operations, Fusion recognized the irony in their own inefficient accounts receivable process. They needed a solution that could automate collection tasks, provide comprehensive visibility, and free up their team to focus on strategic initiatives that would drive the business forward.

The Solution

Why Kolleno Accounts Receivable Management?

After evaluating their accounts receivable challenges, Fusion Consulting knew they needed more than just incremental improvements—they required a comprehensive solution that could transform their entire collections process while maintaining their strong client relationships.

To achieve their goals, Fusion needed to:

• Implement automated workflows to reduce manual follow-ups and ensure consistent client communication.
• Integrate seamlessly with Xero to eliminate manual data entry and maintain a single source of truth.
• Gain real-time visibility into payment statuses and accounts receivable metrics through automated reporting.

Fusion’s search for the ideal accounts receivable solution led them to Kolleno. Its powerful automation functionality, seamless Xero compatibility, and comprehensive reporting capabilities offered exactly what it was looking for.

“We evaluated several solutions, but Kolleno stood out when we actually saw the tool and spoke to the team,” explains Adam Maurice, Director at Fusion Consulting Group. “It quickly became clear that Kolleno was precisely what we were looking for.”

Kolleno’s accounts receivable platform delivered immediate benefits. The platform brought a sense of order and control to the company’s collections, automating repeatable tasks while giving the team unprecedented visibility. 

Automated Workflows

Kolleno’s workflow automation transformed Fusion Consulting’s accounts receivable operations. The platform enabled them to create customized communication sequences based on invoice age, customer segments, and payment history. This eliminated the need for manual follow-ups. Every client received timely, consistent payment reminders without requiring constant monitoring from the finance team.

The system’s flexibility allowed Fusion to tailor different workflows for various customer types and invoice scenarios. High-value clients received personalized communications, while routine reminders were fully automated for standard accounts. Thanks to Kolleno’s automated workflows, the finance team could focus their attention where it mattered most, while routine collections happened automatically in the background.

“Before Kolleno, our follow-up process was entirely manual and often inconsistent,” explains Maurice. “Now, every client receives appropriate reminders at the right time, without our team having to remember to send them. The automation has not only saved us time but has also improved our collections rate dramatically.”

Seamless Xero Integration

Prior to Kolleno, Fusion’s finance team was constantly switching between systems, manually updating records, and reconciling discrepancies between their accounting platform and payment tracking spreadsheets. This fragmented approach led to inefficiencies, errors, and duplicated effort.

Kolleno’s integration with Xero eliminated these challenges entirely. The two-way synchronization ensures that all financial data—including invoices, payments, and client information—remains consistent across both platforms without requiring manual intervention.

When an invoice is created in Xero, it automatically appears in Kolleno with all relevant details. When a payment is recorded in either system, it updates across both platforms instantly. This seamless data flow has eliminated the need for manual reconciliation, saving the finance team valuable time while improving data accuracy.

“The Xero integration has been transformative,” says Maurice. “We no longer waste time manually updating records or cross-checking information between systems. Everything syncs automatically, giving us complete confidence in our financial data.”

Real-Time Reporting and Analytics

Before they started using Kolleno, Fusion lacked visibility into key metrics that could help optimize their accounts receivable process. Financial reports were time-consuming to create and often outdated by the time they were compiled.

Kolleno’s analytics and reporting capabilities have transformed this aspect of Fusion’s financial operations. The platform provides real-time dashboards and detailed reports that offer unprecedented insights into collection performance, aging balances, payment trends, and cash flow projections.

“The reporting functionality has been eye-opening,” notes Maurice. “We can now instantly see our collection performance across different client segments, identify bottlenecks in our process, and make data-driven decisions about how to improve. What used to take days of manual analysis now happens automatically.”

These insights have enabled Fusion to identify which clients consistently pay late, which communication strategies are most effective, and where process improvements could have the biggest impact. The finance team can now approach collections strategically rather than reactively, improving both efficiency and results.

The Onboarding Experience

Implementing a new tool can sometimes be a fairly disruptive process. Thankfully, Fusion was impressed at how straightforward Kolleno’s onboarding process was. Kolleno’s team worked closely with Fusion to map out their existing systems, identify how to bring everything together in Kolleno, and adapt the platform to suit their exact requirements. 

The implementation began with connecting Kolleno to Fusion’s Xero account. Once that was up and running, Fusion imported all existing invoices, client information, and payment histories into Kolleno. The team was ready to get started within just days. 

“The onboarding process exceeded our expectations,” notes Maurice. “The Kolleno team guided us through each step, ensuring our data was correctly migrated and our team was comfortable with the new system. We were up and running much faster than anticipated.”

The Impact

Kolleno’s accounts receivable platform has delivered transformative results for Fusion Consulting. Within a short timeframe, the company has seen substantial improvements across key financial metrics that directly impact their business growth and operational efficiency.

• 44% reduction in overdue payments 
• 29% improvement in cash flow within 
• 33% decrease in time spent on collections activities 

These statistics are impressive—but tell only part of the story. The real transformation lies not in the numbers, but in how Kolleno transformed Fusion Consulting’s financial operations. 

Fusion’s finance team used to spend hours each week manually tracking invoices, crafting individual follow-up emails, and updating payment records across multiple systems. This administrative burden pulled valuable resources away from strategic activities and limited the team’s ability to focus on business growth initiatives.

Today, with Kolleno’s automated workflows handling routine communications and its Xero integration eliminating manual data entry, the finance team has reclaimed significant time for higher-value activities. The seamless synchronization between systems ensures data accuracy without requiring constant reconciliation. Meanwhile, its intelligent workflows deliver timely, consistent payment reminders without manual intervention.

“Kolleno has finally put us in the driver’s seat. It’s made our collections process so much more efficient and effective than before. Now, we can’t imagine life without it.”

– Adam Maurice, Director, Fusion Consulting Group

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