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For consultancies
Built for 5–30 person consultancies and boutique advisory firms on Xero. Tone-aware AI reminders, reply-or-pay pause, promise-to-pay tracking, and dispute classification. Founder-assisted onboarding for the first 20 founding customers, then $99/mo flat per organization.
Approval mode is on for every founding customer. Nothing goes out until a human reviews it. Autopilot unlocks only after 25 reviewed messages with no unedited-send rate over a 14-day window.
We never send AR data to third parties. We do not train models on customer data. Customer data is processed for inference only, never stored beyond what the in-app approval history requires.
The dunning cadence is per-invoice and reads the original terms from the Xero invoice. Net-60 customer? Collectly adapts without a single configuration change.
For fractional finance teams
If you already work with a fractional CFO or outsourced bookkeeping provider, they get a free read-only seat on Collectly from the founding-customer plan. They review approvals, see dispute classifications, and audit the sequence. You keep the senior escalation layer with the right person in the loop.