Product capabilities

Collections work, organized around the cash decision.

Collectra AI is being built as a subscription software product for SMB finance teams—not a generic invoice-reminder tool.

Recovery planning

Turn receivables into a practical next-action list.

The Cash Recovery Plan is designed to organize overdue cash, priority invoices, payment-risk signals, recommended actions, expected recovery scenarios, DSO trend, and write-off risk in one operating view.

Promise tracking

Make committed payment dates visible and actionable.

When a customer says they will pay, Collectra AI can keep the promise, follow-up date, invoice context, and owner together.

Disputes

Route resolution work without losing the collection context.

Track the disputed invoice, reason, conversation, owner, and deadline so a payment issue can move toward a decision.

Cash visibility

Give finance a concise view of cash that needs attention.

Pocket CFO is designed to make outstanding cash, upcoming promises, escalation needs, and risk easier to review.

Integration path

QuickBooks Online is our initial focus. Xero and Stripe are planned next.

We will share availability as integrations are built and ready. Until then, we will not represent them as connected or live.

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