Kolleno Solutions
Kolleno Payments
Spending hours preparing the reports in spreadsheets?
Readily available reports at your fingertips. No need to build this manually anymore.
REPORTING ENGINE FOR CREDIT CONTROL teams
Spending too much time on producing end-of-period reports?
Take the stress out of reporting by scheduling end-of-period, quarter, or month reports to be emailed directly to you and your team.
Develop reports with speed and precision
Fed up with mistakes, miscalculations, and formula issues?
Rely on pre-built reports for accuracy to avoid embarrassing miscalculations and typos when presenting to your team.
Drill down to what matters
Struggling to make sense of collections data to boost performance?
Our reports provide you with instant access to data and AI-driven recommendations, allowing for real-time strategy adjustments and decision-making.
Transform data into insights to drive decisions
Overview of Ageing Balance
Review outstanding invoices by age to prioritize collections
Average Days Late Evolution
Overview how your days late has evolved over a selected date range by week
Collections Cohorts Overview
Collection of invoices and amount due in a month. Monitor your progress over time.
Track all payments received
Get the list of all the payments you’ve received between two dates & charges processed by your Payment Service providers
Analyze Team Performance
Summary of user activity, breakdown per user. Analyze team interactions with customers to identify potential improvements
Your progress with Kolleno
A helicopter view of your aging balance, invoice distribution, customer engagement and top debtors - compared week on week
Why is it important to access real-time analytics and reports?
Accessing real-time analytics and reports enables you to make informed decisions based on facts rather than assumptions or guesswork. Subsequently, it also allows you to optimise operations by gaining visibility into critical areas of your processes, identifying bottlenecks, inefficiencies, or areas for improvement.
How often does it sync?
Once integrated, we have access to the live data from your cloud-based systems. This ensures that all of the information in our system is up to date at any given moment, and thus triggers for automated communications are precise.
Which ERP systems do you integrate with?
We have one-click integrations built with Xero, Clio, Quickbooks, Sage, SAP, Netsuite and many others. We also have an open API enabling us to integrate with any cloud-based system.
What type of reports are available?
There are four categories of reports including Ageing Analytics, Customer Insights, Kolleno Insights, and Payments and Collections. Within Ageing Analytics you can access an overview and breakdown of invoices whose payment has been due for a longer period of time. Within Customer Insights you can access reports on your analytics broken down per customer. Within Kolleno Insights you can access reports on the impact of Kolleno on your collections and time management. Within Payments and Collections you can access reports on which collection strategies perform best.
Is there a limit to how many reports you can automate?
No, there are no limits to the amount of reports you can automate and receive.
