June Innovation Roundup

What's new in Collect

Send one-off AI-assisted emails, get a unified view of receivables, and act faster with smarter workflows and account insights

SmartSend

Just released

Send one‑off emails from Collect with AI help

You are now able to send one‑off emails to debtors directly from Collect, with AI assistance to help draft and refine your message.

This will make it easier to manage ad‑hoc follow‑ups outside of workflows, while keeping all communication visible and tracked in Collect.

New analytics hub in Collect

Just released

Reporting is now Insights

Collect’s analytics hub has been rebuilt into a single view of your receivables.

Get an instant Overview of your AR health, track key debtors via the Watchlist, and monitor team performance with Team Intelligence.

Workflows enhancements

Just released

See exactly where each workflow escalates

The Smart Workflows view has been enhanced to show where every sequence moves next so your team always knows what happens without opening each one.

AI-Account summaries

Coming Soon

Get instant context on every account

AI-powered summaries give your team a complete, up-to-date view of every account, bringing together balances, payment behaviour, engagement history, and risk signals in one clear snapshot, so they can act with confidence without digging.

Autopay (Direct Debit)

Coming Soon

Get invoices paid automatically without chasing

Autopay lets your customers set up Direct Debit or save their credit card details so invoices are paid automatically on the due date. Once enabled, payments are collected without manual follow‑up, helping reduce overdue invoices and save your team time.

Customers can manage their own payment preferences, and every transaction is recorded in Collect, giving you a clear, traceable payment history.

New direct integration

Coming Soon

Direct integration with Netsuite

Soon, Collect will offer a direct integration with Netsuite. After an initial setup that takes just a few minutes, your Netsuite data will sync regularly with Collect providing a fast, seamless experience that lets you take advantage of Collect’s powerful automated workflows, reminders, and reporting insights.

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