InvoiceShelf vs Kolleno

InvoiceShelf is a free, open-source, self-hosted web application for invoices, estimates, payment tracking, and expense management. It supports branded documents, custom fields, tax rules, multiple currencies, and PDF templates. Recurring invoices can be generated for retainers, subscriptions, and repeat customers, while reports cover sales, taxes, overdue balances, and profit. Customers can view invoices, estimates, and payments in a private portal without creating a separate account. Users can record partial and full payments; the homepage lists Stripe checkout for online card payments. The application also supports payment reminders, remote file storage through listed drivers such as Dropbox, Amazon S3, and DigitalOcean Spaces, and backups from its interface. Backups can include everything, only the database, or only files. It advertises a REST API and module system, while webhooks are marked as coming soon. Hosting requires PHP 8.3 or 8.4, Nginx or Apache, and a supported database. The free plan is listed as free and includes unlimited invoices and customers.

Kolleno is an order-to-cash platform for organizations managing accounts receivable. It brings collections, payments, cash application, disputes, credit risk management, and cash flow forecasting into a cloud-based workspace. The platform gathers invoice data, customer communications, and payment history, then automates reminders, follow-ups, and escalations. Customizable AI agents can handle those tasks, match payments, and post them; teams can review, change, or override the agents’ actions. Kolleno also analyzes customer payment behavior and displays predicted payment dates. It offers over 1,000 integrations across ERP, CRM, banks, and mailboxes, plus an open API. Named integrations include Xero, QuickBooks, Sage Intacct, Clio, NetSuite, Microsoft Dynamics Business Central, SAP, Oracle, and Fusion. Access is through a computer and internet connection, without installing apps. There is no free plan, but a free trial is available. Business Pay costs $650 a month per user, and Business Plus costs $1,245 a month per user; Enterprise plans have no listed price.