Does Kolleno train AI on customer data?

Kolleno's published policy says customer data is not used to train AI models. Kolleno's AI agents page says a customer's data powers its own agents and never trains anyone else's. It does not address models dedicated to a single customer or name model providers, and the trust center's subprocessor list names no AI model provider.

Does Kolleno have SOC 2?

Kolleno states that it holds a SOC 2 Type II report.

Which accounting systems does Kolleno integrate with?

Kolleno documents integrations with NetSuite, Xero, Sage Intacct and Microsoft Dynamics.

How much does Kolleno cost?

Kolleno lists pricing starting at $545 per user/month on its site, as of October 30, 2026.

What are alternatives to Kolleno?

Other AR & collections tools in this directory include Billtrust, Chaser, Esker, HighRadius and Invoiced.

Record verified October 30, 2026

Kolleno

Kolleno is order-to-cash software covering collections, payments, cash application, disputes, credit risk, cash forecasting and invoice submission to customer AP portals. Task-specific AI agents send collections follow-ups, match bank payments to invoices, flag dispute patterns and credit risk, and submit invoices to portals, coordinated by an orchestrator called Maestro. Customers choose whether agents give insights, draft work for review or act on their own.

Vendor site: kolleno.com (opens in a new tab)Compare with another tool Embed this tool’s facts

SOC 2: Type II
Trains on customer data: No
Human review: Configurable
Pricing: From $545 per user/month
Ledgers: XeroNetSuiteSage IntacctDynamics

What the AI does

Maestro AI routes work to task-specific agents based on the objectives and credit policy a team sets, with an in-app panel for questions and actions in plain language
Collections agent sends AI follow-ups and builds collections workflows that branch on what has worked before
Cash application agent matches bank-feed payments to invoices, handles exceptions and updates the accounting system
Disputes and credit risk agents prioritize disputes, detect patterns, score credit and send risk alerts
AP Portal Agent submits invoices to customers' AP portals, tracks status and flags rejections

Summarized from kolleno.com.

Facts, checked against the source

Category: AR & collectionsSource: kolleno.com (opens in a new tab)
Built for: Small business, Mid-market, EnterpriseSource: kolleno.com (opens in a new tab)
Ledger integrations: NetSuite, Xero, Sage Intacct, Microsoft DynamicsAlso documents: SAP S/4HANA, QuickBooks (edition not specified), Salesforce, Workday, Clio, Stripe Billing, Adyen, GoCardless.Source: kolleno.com (opens in a new tab)
Pricing: From $545 per user/monthBusiness Pay (annual turnover under £1M, minimum 1 user) is $545 per user/month billed annually or $650 billed monthly. Business Plus, the first plan that lists AI agent support, is $995 per user/month annually or $1,245 monthly. Enterprise and Enterprise Plus are quote-only.Source: kolleno.com (opens in a new tab)
Free plan: NoThe vendor's pricing shows no free plan.Source: kolleno.com (opens in a new tab)
SOC 2: Type IISource: kolleno.com (opens in a new tab)
Trains on customer data: NoKolleno's AI agents page says a customer's data powers its own agents and never trains anyone else's. It does not address models dedicated to a single customer or name model providers, and the trust center's subprocessor list names no AI model provider.Source: kolleno.com (opens in a new tab)
Human review: ConfigurableKolleno's home page says customers choose whether agents provide insights, draft work as a copilot for review, or execute independently, and its FAQ says teams can review, adjust or override agent actions at any point. The default level is not stated.Source: kolleno.com (opens in a new tab)
Company: Unconfirmed
Funding: Unconfirmed

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Sources

Official pages read for this listing on October 30, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

1 logged change to this listing, most recently October 30, 2026. See the changelog.

Kolleno questions

Does Kolleno train AI on customer data?: Kolleno's published policy says customer data is not used to train AI models. Kolleno's AI agents page says a customer's data powers its own agents and never trains anyone else's. It does not address models dedicated to a single customer or name model providers, and the trust center's subprocessor list names no AI model provider.
Does Kolleno have SOC 2?: Kolleno states that it holds a SOC 2 Type II report.
Which accounting systems does Kolleno integrate with?: Kolleno documents integrations with NetSuite, Xero, Sage Intacct and Microsoft Dynamics.
How much does Kolleno cost?: Kolleno lists pricing starting at $545 per user/month on its site, as of October 30, 2026.
What are alternatives to Kolleno?: Other AR & collections tools in this directory include Billtrust, Chaser, Esker, HighRadius and Invoiced.