For QuickBooks Online

Get paid faster — collections worklist straight from QuickBooks

Collectly turns your overdue receivables into a ranked action plan, drafts the right reminder for every invoice, and tracks DSO as the money comes in.

  • Free plan, no card
  • Connect in minutes
  • You approve every email
Collections worklist
PriorityInvoiceAmountOverdue
96
Initech LLC
INV-1004
$15,200120d
84
Umbrella Co
INV-1005
$24,00020d
71
Globex Corp
INV-1002
$5,40040d
63
Umbrella Co
INV-1009
$6,80055d

Everything you need to collect

The collections workflow small businesses wish QuickBooks had.

Prioritized worklist

Every open invoice ranked by amount, days overdue, and each customer's payment behavior — so you work the highest-impact accounts first.

On-brand dunning drafts

AI-drafted reminders that escalate from friendly to firm to final — always with the invoice number, amount, due date, and a clear way to pay.

DSO that actually drops

Track Days Sales Outstanding, aging distribution, and how much you've recovered this period versus last.

Customer risk tiers

Reliable, slow, or chronic — Collectly reads payment history so you know who needs a nudge and who needs a call.

Safe by design

Never threatening, never fabricated terms. You review and approve every message — nothing is sent to a customer automatically.

Always in sync

Incremental sync and webhooks keep your worklist current. A paid invoice drops off the list automatically.

From overdue to paid in three steps

1

Connect QuickBooks

Securely link your QuickBooks Online company. We pull open invoices, customers, and payment history.

2

Work the ranked list

Collectly scores and orders every overdue invoice. Open one to see why it's prioritized and draft the next reminder.

3

Send & track recovery

Review the draft, send from your domain or copy it, and watch DSO fall as payments come in.

Stop chasing invoices by hand. Start collecting.

Connect QuickBooks and get your prioritized worklist in minutes.

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