Payment Promise Tracking
“I’ll pay Friday” becomes an accountable promise.
Record the amount, due date, owner, and next check-in. When payment has not arrived, the planned follow-up is ready instead of being lost in an inbox.
AI business collections department
Your AI Collections Department.
Collectra AI drafts outreach and sends approved automated reminder sequences, while keeping your team in the loop on exceptions, payment promises, and disputes.
Built for SMB finance teams that need disciplined follow-through without losing context.
Collections desk
Cash needs attention
01
Review
Priority invoices
Focus today’s effort where follow-up matters most.
02
Track
Payment promises
Keep the next committed payment and follow-up date visible.
03
Decide
Cash recovery actions
See recommended actions before an account becomes harder to collect.
Signature capability
Cash Recovery Plan
A planned command view of your receivables—not another reminder queue. Collectra AI is designed to turn the state of your ledger into a clear recovery plan your team can review, run, and refine.
Talk through your workflow01
Overdue cash and priority invoices
02
Payment-risk signals and recommended actions
03
Expected recovery scenarios and DSO trend
04
Write-off risk that needs a decision
Designed around the work
Follow-up with context, not just cadence.
Dispute Management
Separate a dispute from a delay.
Capture the invoice, reason, owner, notes, and resolution deadline so a dispute gets resolved instead of endlessly chased.
At-Risk Before Overdue
Find late-payment signals before the due date passes.
Bring payment behavior, open balances, and invoice context into one view to help your team decide when preventive outreach makes sense.
Pocket CFO
Cash visibility for the questions that cannot wait.
See where cash is stuck, what is expected next, what needs escalation, and which decisions could affect your near-term cash position.
Integration path
Start with the ledger your team already trusts.
QuickBooks Online is Collectra AI’s initial focus. Xero and Stripe are planned next as the product expands its view of receivables and payment activity.
Initial focus
QuickBooks Online
Planned next
Xero
Planned next
Stripe
Operational guardrails
Built to keep your team in control.
Collectra AI is designed around the minimum access needed for the workflow. Read-only connections are preferred where supported, and human teams remain involved for exceptions.
Human review stays close
Payment promises, disputes, and exceptions stay visible to your team for review and decisions.
Least-privilege access
Access is scoped to the minimum information and permissions needed for the agreed workflow.
Read-only where supported
We prefer read-only connections where they are available, so your team retains control of changes.
Security & access FAQ
Clear expectations before rollout.
What system access does Collectra AI need?
We start by defining the receivables workflow together, then scope access to the account and invoice context needed for that work. Read-only connections are preferred where supported; if additional access is needed, we discuss it before rollout.
How is sensitive account information handled?
Sensitive account and invoice information is handled as workflow context for the agreed collections process. We keep the requested access focused on what is needed, and bring your team into promises, disputes, and other exceptions that require judgment.
For SMB finance teams
A subscription product for more accountable collections.
We are shaping Collectra AI with teams that want a clearer operating rhythm for cash recovery. Request access to discuss fit, workflows, and rollout.