smartAR CollectPlus
A smarter receivables platform for professional service firms
CollectPlus brings together workflow automation, relationship-friendly communication, payment options, and reporting visibility in one clean platform, so your firm can get paid faster with more consistency and less manual effort.
“The best thing since Xero”
Built to help firms replace scattered AR processes with a cleaner, more scalable operating model.
Built for firms that want better payment outcomes, stronger workflow discipline, and less reliance on spreadsheets, workarounds, and disconnected tools.
Platform overview
Everything working together in one receivables platform
CollectPlus combines workflow control, client communication, payment pathways, and reporting visibility into one cleaner receivables process.
Workflow automation
Automate follow up without losing control
CollectPlus gives firms a cleaner automation layer for receivables, helping teams manage communication, escalation logic, and follow-up sequencing with far more consistency.
It is designed to reduce operational drag, support stronger collections cadence, and scale your process without damaging the client experience.
- Policy-driven workflow logic
- Structured escalation and task sequencing
- Cleaner consistency across the ledger
- Better visibility into what happens next
Why firms choose CollectPlus
More than reminder automation
CollectPlus is built for firms that want a more complete receivables operating model, not just another reminders tool.
Cleaner team discipline
Bring structure to receivables across teams, so follow-up is not dependent on individual habits, memory, or inconsistent processes.
A better client payment journey
Connect reminders with real payment pathways, helping clients take action sooner and reducing the friction that slows down collections.
Stronger visibility for leaders
See how receivables are tracking across the firm with reporting that gives partners, managers, and finance teams clearer insight.
Frequently asked questions
What makes CollectPlus different from standard reminder tools?
CollectPlus is designed for professional service firms that want more than reminder automation. It combines workflow control, payment option enablement, and actionable reporting in one platform.
Will automation damage client relationships?
No. CollectPlus is built around tone control, timing logic, and workflow configuration so firms can stay consistent without sounding blunt, repetitive, or overly aggressive.
Can CollectPlus replace spreadsheets and manual tracking?
Yes. CollectPlus gives firms clearer receivables visibility and workflow discipline without relying on spreadsheet workarounds or fragmented reporting.
Can Lucy work alongside CollectPlus?
Yes. CollectPlus can sit alongside Lucy to extend communication capability across voice, SMS, and email as part of the broader smartAR ecosystem.
See how CollectPlus could work in your firm
Book a walkthrough and see how automation, payment pathways, and receivables visibility come together in one platform.