Transform late payments into predictable cash flow with intelligent automated collections
Every day spent chasing payments is a day lost to growing your business. Our GoCardless integration transforms your collections from reactive to proactive.
Create, track, and resolve cases efficiently. Centralize all A/R activities for complete visibility and control.
Customizable processes ensure every invoice follows best-practice collection steps, reducing manual effort.
Monitor outstanding balances, payment status, and overdue accounts in real time for proactive cash flow management.
Send reminders, automate follow-ups, and keep clients informed to accelerate collections and reduce disputes.
Account history, deal size, and relationship context from Salesforce flows into Equisettle — so collections are informed by the full customer picture, not just the invoice.
High-value strategic accounts receive appropriately toned follow-up. Transactional accounts follow a more direct escalation path.
Contact data from Salesforce ensures reminders reach the right person — finance contacts rather than just the primary account owner.
Payment issues flagged in Equisettle are surfaced back to the relevant Salesforce account manager — ensuring sales teams know about overdue invoices before they affect renewals.
Account managers can add context notes in Salesforce that inform how Equisettle handles collections for that account.
Finance and sales teams work from the same customer view, reducing friction and preventing overdue invoices from being overlooked.
Equisettle uses Salesforce contract values and account tiers to prioritise collection effort — focusing your team's attention where the financial impact is greatest.
Collections workflows adapt based on account type — enterprise accounts get different escalation paths than SME customers.
Payment history from Equisettle flows back to Salesforce, giving account managers visibility of payment behaviour alongside their CRM data.
Easily connect your business systems with Equisettle and see how even more powerful it becomes.
Check out moreEquisettle is an official FreeAgent partner. Connect your FreeAgent account and transform your invoices into collected cash—automatically. No more switching between tabs to chase payments.
Equisettle is an official GoCardless partner. Set up Direct Debit collection and get paid automatically—no more waiting for bank transfers or chasing late payments.
