The finance teams outgrowing Kolleno are moving to OCTA.

Kolleno fixed your AR. Now the CFO wants payables visibility too. OCTA covers the full finance back-office AR, AP, reconciliation, and AI Agents in one platform so you stop managing around the gap and start owning the cash position. Finance teams outgrowing Kolleno's AR-only scope move to OCTA for native AP automation, AI Agents across both sides of the ledger, and the full finance back-office on one platform.

Kolleno alternative. The finance teams outgrowing Kolleno are moving to OCTA. Kolleno fixed your AR. Now the CFO wants payables visibility too. OCTA covers the full finance back-office AR, AP, reconciliation, and AI Agents in one platform. Get a 20-minute walkthrough. Read how the migration works. 900+ finance teams. Careem: DSO down 24%, $48,000+ saved monthly. ZenHR: DSO down 35%. Lean Technologies: 70+ hours saved monthly.

Trusted by 900+ finance teams

• Careem
• Lean Technologies
• ZenHR
• Moneyhash
• 24% average DSO reduction across OCTA customers
• 110+ finance hours recovered monthly at Careem
• First DSO improvement within 30 days of go-live
• 130+ ERP, bank, and tool integrations

Why finance teams switch: the signals worth watching before the ceiling becomes a crisis.

If you are on Kolleno and it is working for AR, you are not looking to switch. But the teams that do switch have hit a specific ceiling, and the longer the gap stays open, the harder it becomes to close.

• Trigger — The CFO asks for payables visibility. Collections are running well. Then the board wants a working capital view that spans AR and AP. Someone asks: "Can we automate payables too?" The answer is: "We would need another tool." That is the moment.
• Evaluation — They map the actual workflow gaps. Invoice ingestion. AP approval routing. Supplier management. Unified cash position. The team runs a side-by-side and finds that each gap in Kolleno requires a separate partner contract. The integration complexity is not a configuration issue. It is structural.
• Decision — One platform vs two stitched together. Manage two vendors and two data layers to see one cash position, or move to a platform built to cover both from the start. Finance teams on a growth path choose the latter. OCTA is built for that decision.

Structural observations: where does Kolleno's product structure hit its ceiling?

Kolleno's AR platform is strong for AR collections. These are observations drawn from breaking down Kolleno's product structure and documented capabilities. Two structural gaps consistently bring finance teams to OCTA.

• No native AP automation — Kolleno's own product pages route AP automation to partner tools. Their product menu has no AP module, no approval workflows, no supplier management. For teams that need both AR and AP in one platform, this is a structural limit. Sourced from Kolleno's published product navigation (kolleno.com).
• One cash position requires two platforms — Kolleno has partnered with Tipalti for payables. The integration is functional but it still means two separate platforms and two data layers that need to stay in sync. A weekly finance review on Kolleno covers AR. The AP side requires the integrated tool. Sourced from Kolleno's published partnership documentation (kolleno.com).

The OCTA advantage: what does a full finance back-office platform actually cover?

Where Kolleno stops at receivables, OCTA was designed to close the full cycle from the start built for finance teams managing both sides of the cash ledger. Four pillars and why each one matters for the team you are building.

• 01 AP automation — Native AP, not a partner integration. Invoice ingestion, OCR, approval routing, supplier management, and payment execution in the same data layer as AR. AP and AR share one cash position, one reconciliation log, one platform. Invoice ingestion and OCR; multi-level approval workflows; supplier management and payment execution; AP and AR in one reconciliation log.
• 02 AI Agents — AI that works across both sides of the ledger. OCTA's AI Agents operate across AR and AP with configurable autonomy: insight mode, copilot mode, or autonomous execution. Collections follow-up and prioritisation; AP invoice matching and routing; bank reconciliation matching; configurable autonomy per workflow.
• 03 Reporting — Board-ready, no Saturday morning rebuild. DSO trend analysis, aging snapshots, customer cohort reporting, and AI-driven charts all from one dashboard. Full AR and AP reporting in one view; DSO trend, aging, cohort, debtors; AI-driven chart generation; schedulable board-pack format.
• 04 Integrations — 130+ connections, no stitching required. NetSuite, SAP S/4HANA, Oracle Fusion, Dynamics 365, Xero, QuickBooks, Zoho Books, Wafeq, Salesforce and 120+ more. 130+ ERPs, banks, and business tools; two-way ERP sync, no manual exports; open API for custom integrations; SOC 2, ISO 27001, PCI DSS, GDPR.

How does OCTA compare to Kolleno across every capability that matters?

A focused comparison on the dimensions that drive the switching decision. Draws are acknowledged. Kolleno's genuine strengths are included. Sources: Company documentation, G2, Capterra.

• Collections automation and dunning — OCTA: workflows, reminders, bulk chase; Kolleno: core strength, well reviewed.
• Customer payment portal — OCTA: branded, customer-facing; Kolleno: well-reviewed.
• Implementation speed — OCTA: days; Kolleno: up to 30 days.
• Native AP automation — OCTA: native, in-platform; Kolleno: partner tools only.
• Invoice ingestion and OCR — OCTA: native; Kolleno: not in product.
• AP approval workflows — OCTA: native; Kolleno: not in product.
• AI Agents across AR and AP — OCTA: both sides, configurable; Kolleno: AR side only (Maestro, KollenoGPT).
• Cash forecasting and DSO analytics — OCTA: AR and AP combined; Kolleno: AR-side only.
• Integration breadth — OCTA: 130+ ERPs, banks, tools; Kolleno: major ERPs.
• Pricing transparency — OCTA: transparent, publicly listed; Kolleno: per user/month + AP partner cost.
• Customer support — OCTA: dedicated CSM, responsive SLA; Kolleno: consistently praised.

What does switching from Kolleno to OCTA actually look like?

The most common concern when switching platforms is continuity: will collections be disrupted? The short answer is no. Here is how OCTA structures the migration to keep your AR running throughout.

• 1. ERP and data mapping — Before anything goes live, OCTA maps your ERP connections, customer data, outstanding invoice list, and existing workflow logic. Nothing changes in your live environment until you approve it.
• 2. Parallel configuration — OCTA is configured in parallel with your Kolleno instance. Workflows, reminder templates, customer segments, and approval rules are built and tested before go-live. Your team reviews and signs off.
• 3. Go-live collections never stop — The switch happens in a single cutover. Collections workflows activate on OCTA. Invoices continue to be chased. There is no blackout period and no invoices that go unchased during the transition.
• 4. First DSO improvement within 30 days — Most OCTA customers see measurable DSO improvement within the first month of go-live. The AI Agents begin working from day one prioritising the queue, sending follow-ups, and surfacing exceptions.
• Risk-free evaluation — See OCTA against your actual ERP and workflow before committing. The demo is a working walkthrough, not a slide deck.
• Collections run during migration — Parallel configuration means your AR team keeps working on Kolleno while OCTA is being set up. The cutover is clean and planned.
• SOC 2, ISO 27001, GDPR — Your data is handled to enterprise security standards from day one. No exceptions for migration data or sandbox environments.

What do finance teams find after they onboard with OCTA?

• Careem (an Uber company) — 24% DSO reduction; 110+ hours recovered monthly; $48k+ monthly savings. Careem moved collections from a manual, fragmented process to a fully automated back-office. The CFO now presents cash position to the board from live data.
• ZenHR (HR and payroll software) — 35% DSO reduction. ZenHR moved collections from reactive to predictable. The team stopped rebuilding the queue from spreadsheets each Monday morning.
• Lean Technologies (open banking platform) — 30% DSO reduction; 70+ hours saved monthly. Lean now runs on one platform instead of three. Month-end is what closes, not what gets assembled.

What does the finance team look like 30, 90, and 180 days in?

• Day 1 to 30: Collections are running, AP is configured. OCTA is live, AR workflows are active, and the AI Agents are prioritising the collections queue from day one. First DSO improvement within 30 days; AR and AP on one platform; manual reminder work drops immediately.
• Day 30 to 90: The CFO has a dashboard, the team has time back. The weekly finance review runs from one dashboard. No exports, no rebuild. Board pack built from live data; finance hours recovered; reconciliation runs automatically.
• Day 90 to 180: The finance team you always intended to build. AR DSO is measurably down, AP payment timing is optimised, the CFO presents to the board from a live dashboard. DSO reduction measurable and reportable; finance team operating strategically.

Frequently asked questions about switching from Kolleno.

Stop managing around the gap. Own the full cash position.

Join 900+ finance teams who moved from two tools to one. Tell us your ERP and current setup. We map the gaps and show the full AP/AR cycle live in 20 minutes. Every month the gap stays open is another month of manual reconciliation. SOC 2, ISO 27001, PCI DSS, GDPR, 900+ customers, 130+ integrations. No credit card required. Live in days. First DSO improvement in 30 days. Collections run during migration.