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Kolleno

FINANCE
Velocity6.3

Kolleno is stretching from collections software toward the whole cash cycle.

accounts-receivablecollectionscash-forecastingreconciliationfinance-automation
◆Current state
Kolleno ships a bundled monthly update for finance and accounts-receivable teams. Since the June rebuild of its AI Task Manager, most releases have refined that hub, while the newest update adds automated payment matching, AP portal tracking and early-access cash flow forecasting.
◆Where it's heading
The product is moving outward from chasing invoices into reconciliation and forecasting, the adjacent jobs a finance team does with the same data. The Task Manager remains the operational center, with each release adding controls, notifications and e-signature forms around it.
◆Prediction
Cash flow forecasting is in early access, so the next updates will likely broaden it toward general availability and connect it to the payment-matching data shipped alongside it.

◆Recent moves

  1. 3d ago

    Match Payments Automatically, Track AP Portals, and Forecast Your Cash

    ⚡ SPARK

    The November update is the clearest step beyond collections: automated payment matching and cash flow forecasting move Kolleno into reconciliation and treasury territory. AP portal tracking and Task Manager notifications round it out.

  2. 1mo ago

    Smarter Task Controls, Forms With E-Signature, and Tighter Security

    Custom forms with DocuSign e-signature and system-note controls deepen the Task Manager as a workflow hub. Useful for dispute and payment-plan workflows, but incremental.

  3. 1mo ago

    Accessibility for Everyone, a Sharper Task Manager, and DSO at a Glance

    Accessibility work, Task Manager refinements and a DSO view continue the polish cycle on the June rebuild. DSO at a glance hints at the reporting-to-forecasting path that November made explicit.

  4. 3mo ago

    Expanded Salesforce Sync, Sharper Visibility, and Tighter Controls

    Expanded Salesforce sync brings sales-side account data into collections workflows. It strengthens the data foundation that later automation features rely on.

  5. 5mo ago

    Introducing the New Task Manager: Smarter, AI-Powered Customer Query Management

    ⚡ SPARK

    The rebuild that set the current arc: an AI-assisted Task Manager replaced Collectors Tasks and became the hub later releases build around.

  6. 5mo ago

    Mastering AI Insights, Control, and Efficiency for High-Volume Teams

    A mixed monthly update on AI insights and controls for high-volume teams, laying groundwork for the Task Manager rebuild a month later.