Use cases
Use cases: Collecta
Who Collecta is for, one page per kind of business: what it does for them today and where it stops.
For solo bookkeepersMonthly checklists per client, missing receipts found from your transaction export, requests you approve and reminders that stop when everything is in. Solo is $39 a month for 25 clients.For accounting practicesAssign clients to bookkeepers, see outstanding, received and overdue items per client and period, and escalate stuck clients. Practice is $79 a month for 100 clients and 5 people.For year-end and tax prepA year-end checklist per client (statements per account, payroll, loan statements), one request you approve, and reminders until it's all in.