About
About Collecta
Collecta (Client document chasing for bookkeepers) is a New Odyssey product. Stop chasing clients for missing bookkeeping documents. Bookkeepers and accountants who chase clients for statements, receipts and answers every month or at year end: solo bookkeepers, small practices and tax preparers.
Collecta at a glance
- Product
- Collecta
- Made by
- New Odyssey
- Category
- Client document chasing for bookkeepers
- Made for
- Solo bookkeepers, small accounting practices and tax preparers who chase clients for bank statements, receipts and transaction answers every month or at year end.
- Main job
- Find the bookkeeping documents each client still owes, send one approved request, and chase it until everything is in.
- How it differs
- Missing items come from each client's recurring checklist and from imported uncategorised or unreceipted transactions; every request is drafted in the firm's voice and approved by a person, and reminders stop the moment everything has arrived.
- Plans
- Solo $39, Practice $79, Firm $149 a month, in US dollars.
- Free
- Before choosing a plan, up to 2 clients and 1 person with every feature, so you can send your first requests.
- Trial
- 7-day free trial on paid plans.
- Connects to
- CSV import, Email (Resend)
- Availability
- In beta: anyone can sign up, and some features are still being checked.
Who makes it
Collecta is one of the products made by New Odyssey. Each product has its own app, brand and database. Email clio@new-odyssey.com: a person reads every message.
How we keep the claims honest
- Pages describe what is live today. Anything that isn’t live is marked, and the status of every feature is on the pricing page.
- Comparisons quote competitors’ own pricing pages, with the date checked. Where a page doesn’t say, we say “not listed” and don’t guess.
- Prices are in US dollars and come from the app’s own plans.
- There are no ratings, reviews or customer counts on this site until there are real ones to show.