Time-heavy follow-ups
Chasing invoices manually takes too much time and distracts teams from strategic finance work.
For finance teams using Xero
Automate collections for your Xero invoices
Reduce manual follow-ups, track overdue accounts, and improve cash flow with a collections workflow built for teams using Xero.
Designed for businesses that use Xero, not an official Xero website.
Built for businesses that run on Xero
Northline Group
Vantage Works
Oakridge Supply
BrightPath Services
Xero Integration Active
The challenge
Manual collections slow down cash flow
Limited visibility
No clear visibility into overdue accounts makes it harder to prioritize action at the right time.
Inconsistent outreach
Follow-ups are inconsistent across teams, channels, and customers without a defined cadence.
Unstructured AR process
Finance teams need a structured accounts receivable workflow to improve control and outcomes.
Features
Everything your team needs to manage collections
Automated reminders
Set rule-based reminder sequences by aging stage, balance size, and customer profile.
Xero integration
Sync invoices, contact data, and payment updates bi-directionally with your Xero account.
Collections dashboard
Track aging, promises to pay, and team workload from a single real-time dashboard.
Customer timelines
View every email, note, call task, and payment event in one auditable timeline.
Smart prioritization
Focus on accounts with high risk and high value using configurable scoring rules.
Reporting and analytics
Measure recovery rates, DSO impact, and team performance with finance-ready reports.
Process
How it works
Connect your Xero account
Securely connect in minutes and import open invoices, contacts, and AR history.
Automate your collections workflow
Configure reminders, ownership rules, and escalation paths aligned with your policy.
Track recoveries and improve cash flow
Monitor recoveries in real time and continuously optimize follow-up performance.
Outcomes
Built for modern finance teams
Move from ad-hoc invoice chasing to a repeatable process that improves cash flow predictability.
Recover cash faster
Use timely workflows to shorten collection cycles and speed up payments.
Reduce admin work
Automate repetitive outreach and free time for analysis and customer conversations.
Standardize follow-ups
Ensure every account follows a consistent policy with clear ownership and escalation.
Improve visibility
Get clear oversight of overdue accounts, risks, and upcoming actions across the team.
Organize communication
Centralize notes, emails, and touchpoints for full context before each follow-up.
Get better AR reporting
Track performance trends and share actionable metrics with finance leadership.
Integrations
Works with your finance stack
Xero
Primary integration for invoice sync, receivables visibility, and payment status updates.
Send reminders through your approved sender domains and shared inboxes.
CRM
Connect customer context and account ownership for coordinated communication.
Payments
Track settlement updates from payment providers and gateways.
Reporting tools
Export performance data for BI dashboards and executive reporting.
Social proof
Trusted by finance teams
“We reduced overdue days by 28% within the first quarter and recovered cash faster without adding headcount.”
Sarah Mitchell
Finance Manager, Northline Group“Our AR follow-ups are now consistent across the team, and every customer interaction is visible in one timeline.”
Daniel Wu
Head of Finance, Vantage Works“The Xero sync is seamless. We finally have reliable reporting on collections performance each week.”
Priya Raman
Controller, Oakridge SupplyPricing
Simple pricing for growing teams
Starter
$79/mo
- Up to 500 active invoices
- Automated reminders
- Basic dashboard
Most Popular
Growth
$179/mo
- Up to 5,000 active invoices
- Advanced workflows
- Reporting and analytics
Scale
Custom
- High-volume AR teams
- Priority onboarding
- Custom integrations
FAQ
Frequently asked questions
No. Xero Collections is an independent product built for businesses and teams that use Xero.
Most teams connect and sync data in under 15 minutes, with guided onboarding included.
Yes. You can tailor sequences, timing, messaging, and escalation rules by segment.
Yes. Assign accounts, track activities, and manage follow-ups across your AR team.
Every reminder, note, and status change is stored in a customer timeline for visibility.
Absolutely. Book a personalized walkthrough to review workflows, reporting, and integration.
Stop chasing payments manually
Bring automation, structure, and visibility to your collections workflow.