Answers about Kolleno’s AI‑powered order‑to‑cash platform

Kolleno is an AI-powered order-to-cash (O2C) platform that automates collections, payments, cash application, disputes, credit risk management, and cash flow forecasting. Our services assist over 1,000 companies and partners worldwide, helping businesses accelerate cash collection and make cash flow more predictable.

Kolleno is built for organizations that want predictable cash flow and a more efficient finance team. We support businesses including:

• SaaS
• Professional services
• Software development
• IT services and consulting
• Technology
• Media
• Communications
• Data processing or outsourcing
• Manufacturing

Kolleno uses AI Agents to autonomously handle tasks such as chasing invoices, reconciling payments, and managing credit risk. We centralize AR data, automate follow-ups, streamline payment processes, and provide cash flow forecasts.

Kolleno automates collections and streamlines payments through a unified portal, making it easier for customers to pay on time. AI-powered cash flow forecasting also gives finance teams greater visibility into expected cash inflows, helping them reduce overdue invoices and manage cash flow more predictably.

Key benefits include accelerated cash flow, reduced manual data entry (up to 75% reduction in AR work), streamlined AR processes, enhanced payment security, improved collections (up to 110% increase within 30 days), reduced overdue balances, and better dispute resolution.

Kolleno tackles the money-in side of finance. It solves late payments and slow collections by automating invoice reminders and follow-ups, and reduces high DSO and poor cash flow through prioritized, data-driven chasing. We cut manual admin across credit control and cash application while bringing fragmented AR work into one unified workflow. That includes work currently spread across spreadsheets, emails, and multiple systems and tools.

Kolleno also increases visibility and surfaces insight into areas you couldn’t see before, such as flagging credit risk early, speeding dispute resolution, and sharpening cash-flow forecasting. The result is faster payment and stronger customer relationships, all without adding headcount to the finance team.

Businesses can expect:

• Fewer overdue invoices
• Hours saved per week through automation
• Faster payment collection
• Reduced late payments
• Significant reductions in days past due
• Improved collection rates (e.g., 67% improvement)
• Faster dispute resolution.

Kolleno offers minimal setup, with modules integrated in-house and fully synchronized with ERPs, allowing for a go-live time as quick as 30 days at no additional cost.

Yes. Migration is designed to be straightforward, with most of the heavy lifting handled through a direct integration rather than manual data transfer.

The process works in two parts:

1. Data migration. You connect your ERP to Kolleno, and we automatically pull through your customers, invoices, credit notes, payment records, and contacts. As standard, we sync the last two years of data — but we can go further back if needed. If you rely on specific fields beyond the standard set, we can also configure custom data points to be pulled through.

2. Workflow setup. Your collections workflows are built directly within Kolleno. You define the collections processes you want, and our team maps them into the system for you. If your workflows are more complex, we scope them together during the sales process, so the setup is fully understood and planned before you go live.

The result is a smooth transition that preserves your historical data and replicates your existing processes — without disrupting your team’s day-to-day.

Kolleno’s AI Agents are customizable AI tools that handle collections tasks such as follow-ups, reminders, escalations, payment matching, and posting autonomously. They analyze customer payment history to present preferred payment methods and scan data sources to identify payments with missing references.

Kolleno’s AI Agents are configurable to match each business’s collections strategy and tone of voice. Businesses can set the rules, escalation paths, communication channels, and language for follow-ups and reminders, so the agents act as an extension of the finance team rather than a generic bot. As the agents learn from customer payment behavior, they adjust timing and approach to improve response rates over time.

No. Kolleno’s AI Agents are designed to automate routine, repetitive collections and cash application tasks while keeping finance teams in control. Teams can review, adjust, or override agent actions at any point, and the agents flag exceptions or edge cases for human judgment rather than resolving them autonomously. This keeps automation efficient without removing accountability from the finance team.

Kolleno brings key AR processes into one platform, using AI Agents to automate routine work while keeping teams in control. It helps businesses:

• Centralize AR data and workflows
• Automate follow-ups and payment reminders
• Tracks payments
• Facilitate secure online payments
• Streamline cash application and reconciliation
• Manage credit risk

Kolleno’s Online Payments solution provides a secure, unified, white-label portal for clients to pay businesses. It centralizes various payment options, uses AI to adapt to customer preferences, and removes friction to accelerate cash flow.

Kolleno supports Direct Debit, Pay by Bank, Credit Card, and Bank & Wire Transfer, integrated with various payment providers.

Kolleno offers an AI-Powered Disputes Management solution designed to minimize deductions and chargebacks. It allows clients to log and track disputes, receive prompt notifications, automatically categorize deductions, and identify the core reasons for disputes.

Kolleno uses AI to prioritize disputes, flag chargebacks and deductions, and identify their underlying causes. By giving teams the information they need to act sooner, we help speed up resolution and reduce errors.

Kolleno’s Credit Risk Management solution is a platform that automates new client credit checks, monitors portfolio risk in real time, and integrates with external agencies to prevent bad debt and safeguard financial health.

Kolleno’s Cash Application solution uses AI Agents to automate payment matching, posting, and tracking, streamlining the reconciliation process and integrating directly with ERP systems. It also handles payments without clear references by scanning various data sources to identify the correct match.

This reduces manual data entry and reconciliation time, improves ERP record accuracy, and lets finance teams focus on exceptions rather than routine tasks.

Kolleno integrates with ERP, CRM, banks, and mailboxes, offering over 1,000 integrations. We provide one-click integrations with major systems like NetSuite, SAP, Xero, QuickBooks, and an open API for integration with any cloud-based system. The platform also integrates with leading external credit agencies and B2B collection agencies.

Kolleno offers low-effort, one-click integrations with systems like NetSuite, SAP, Xero, and QuickBooks, as well as an open API for other cloud-based systems. Requirements vary by system:

• NetSuite: Install the Kolleno SuiteApp and set up an integration role with the permissions defined in our NetSuite setup guide.
• Microsoft Dynamics 365 Business Central: Install the Kolleno Extension in your account, following our Business Central setup guide.
• Xero: Quick connection, no special prerequisites.
• QuickBooks: Quick connection, no special prerequisites.
• SAP: Connection is built by our engineering team on a case-by-case basis, as requirements depend on your specific SAP setup.
• Open API (you push to Kolleno): Kolleno provides API access, allowing you to push your data at your own pace.
• Custom API (Kolleno pulls from you): You’ll need to provide extensive API documentation and expose the endpoints Kolleno needs to connect to and build against your system.
• SFTP: Kolleno sets up a dedicated server and provides data templates for you to populate. You then push the completed files to the server for Kolleno to ingest.

For any integration method, having ERP admin access and the relevant permissions ready in advance can help make setup as smooth as possible.

Yes, Kolleno is ISO 27001 Certified and SOC 2 Type II & SOC 1 Type II compliant, ensuring enterprise-grade security and data protection.

Kolleno provides dedicated 24/7 real-time support. We offer personalized onboarding training and maintain monthly and quarterly check-ins to ensure clients fully leverage the platform.