Kelvaro Collect
Kelvaro Collect connects customer invoices, milestones, A/R aging, reminders, worklists, exports, and job context so collections becomes a controlled operating process instead of an inbox scavenger hunt.
Money
Receivables, aging, and prioritized customer follow-up.
Collections worklist
| Priority | Invoice | Customer | Aging | Outstanding |
|---|---|---|---|---|
| Critical | INV-2018 | Juniper Events | 31–60 days | $8,900 |
| High | INV-2039 | Northstar Co. | 1–30 days | $12,250 |
| Normal | INV-2048 | Fieldhouse | Current | $18,500 |
Group receivables by age and status, then turn overdue balances into a prioritized collections worklist.
Keep customer reminders and invoice evidence tied to the receivable instead of scattering follow-up across personal inboxes.
Give staff the financial context behind an invoice, including the job and relevant Margin context, without exposing internal details to customers.
Create and maintain the receivable record tied to the customer and job.
Track what is current, due soon, overdue, or materially late.
Use the collections worklist to focus staff on the balances that need action first.
Send controlled reminders, preserve evidence, and export A/R when finance needs a broader view.
Start with the contractor operating record, then connect job economics, receivables, and cash control as the business needs more financial visibility. Pilot commercial terms are confirmed during onboarding while Kelvaro finalizes one canonical direct-operator pricing model.
Common problems
Accounts receivable collections software should do more than show an aging report. Kelvaro Collect turns open invoices into a prioritized worklist, preserves reminder and invoice evidence, and keeps collections follow-up connected to the customer and job that created the receivable.
Open the workflow Invoice aging workflowInvoice aging software groups unpaid balances by how long they have been outstanding. Kelvaro Collect adds the operating layer: priority, reminder history, invoice evidence, customer and job context, and a shared next-action workflow for balances that require attention.
Open the workflow Wedding business receivablesWedding businesses often collect deposits and milestone payments while simultaneously committing to assistants, coordinators, vendors, and event costs. Kelvaro Collect turns client invoices and overdue balances into a shared collections workflow connected to the wedding that created the receivable.
Open the workflowAn accounts receivable aging report groups unpaid customer balances by how long they have been outstanding. Operators use it to identify overdue invoices, prioritize follow-up, and understand how much cash is tied up in receivables.
Yes. Collect includes A/R aging and a prioritized collections worklist so staff can focus on overdue receivables rather than manually reviewing every invoice.
Collect is designed as an operating control layer around receivables and collections for project-based teams. It is not positioned as a full general ledger replacement.
Kelvaro is onboarding controlled pilot customers now.
Request pilot access