Even Level connects to your QuickBooks Online and gives your team the tools, automation, and intelligence to collect faster without working harder.
The AI layer no other collections tool has. Built to help your team before the call, during the call, and in every email they send.
Click draft and get a personalized follow-up email based on the account history, balance, and aging. Your rep reviews it, tweaks if needed, and sends. 10 seconds instead of 10 minutes.
Pick up any account cold and get the full picture instantly. Balance, payment history, what was promised, what's outstanding. No digging through notes.
Before your rep picks up the phone, AI pulls everything they need to know. Last contact, open invoices, promises made, recommended approach.
Every call is automatically transcribed and summarized. Commitments are extracted so nothing falls through the cracks. No manual note-taking.
Full searchable transcript of every call. Settle disputes, train new reps, and keep a complete record of every conversation.
Track which email templates get opened, which get replies, and which lead to payments. Double down on what works for your specific business.
Everything you need to manage collections across one location or twenty.
Connects via official OAuth. Invoices, balances, customers, and payment history sync automatically. Multi-company support so all your locations live in one dashboard. Daily auto-sync plus on-demand.
Build multi-step email sequences with custom timing. They run automatically and pause when a payment comes in or the customer replies. Your team sets it up once and the system handles the rest.
Click-to-call from the browser. Every call is recorded, transcribed, and logged to the customer timeline automatically. Full call history per customer.
Generate a secure payment link for any invoice. Card or ACH. Your customers can also access a self-service portal to view invoices, make payments, and submit questions. Powered by Stripe.
See your entire AR at a glance. Current, 30, 60, 90+ day buckets with dollar amounts. Per-company breakdown for multi-location operators. Template performance reports. CSV export.
Build estimates and send a signing link. Your customer signs on their phone in seconds. ESIGN Act compliant with IP and timestamp audit trail. Convert to invoice in one click.
Automated SMS sequences alongside email. Text your customers directly from the platform. Usage-based pricing at one cent per message.
Track anything that matters to your business. Policy numbers, sales rep, insurance carrier, lien deadlines, priority level. Unlimited custom fields on every plan, no caps, no extra charges.
Add your whole team. Assign accounts, set roles, track who is doing what. Full activity log so every action is visible.
Book a free 30-minute demo or start your 14-day free trial.