I am in love with the latest update of workflow feature in the Kolleno platform! Its much easier now to build them out as the drag and drop functionality is available. I can customize and build out workflows based on almost any invoice / client variable i want, e.g. tasks or communications to be triggered on the client level or invoice level, specific invoice amount / due date / days from clients last response and many more. It was also super valuable for us to have the customer support always available for us to help crafting the optimal workflows and adjusting the wording in emails for different age of overdue payments.

The platform made it very easy for us to scale communications with our clients. We can send out bulk emails that are personalised to each of the clients and feel human, and with workflows we can program all the actions and tasks that have to be done to stay on top of our receivables. We have used different marketing software that are very powerful at building out different workflows and customized communications for different contexts, and I’d love to say that Kolleno feels exactly like this, but tailored for finance ops and receivables management - as powerful and easy to use.

Payments reconciliation! Now that this part of our financial processes is automated, Its still hard for me to believe that we used to reconcile each payment manually and spend so much time on this. Another thing that we love about Kolleno is its pleasant user experience. Unlike some other products on the market, the platform’s UI is very intuitive, feels smooth and modern. That makes mundane tasks actually pleasant.