Name

Collectly

Legal name

Collectly, Inc.

Website

https://collectly.co

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Healthcare Revenue Cycle Management

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Financial Transactions Processing, Reserve, and Clearinghouse Activities (52232), Collection Agencies (56144)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Consumer Credit Reporting, Collection Agencies (7320)

akta.pro primary industry

Patient Billing, Statements & Payment Processing (HLACACAG)

akta.pro secondary industries

Accounts Receivable (A/R) & Collections Management (HLACACAJ), Price Transparency, Estimates & Patient Financial Clearance (HLACACAK), Patient Access, Registration & Intake (Front-End RCM) (HLACACAE), Healthcare Billing & Patient Payments Presentment (FSAMAJAH)

Keywords

• Healthcare revenue cycle management
• Patient billing automation
• AI eligibility verification
• Medical payment processing
• Patient financial experience

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Collectly operates as a B2B SaaS platform providing AI-powered revenue cycle management and patient billing automation to healthcare providers. Pricing is quote-based and tailored to organization size and workflow complexity. The platform serves 3,000+ healthcare facilities with demonstrated ROI through collection increases and cost reductions.
2. Transaction Processing Fees: Through the Sunbit partnership, providers receive immediate in-full payment for patient balances with Collectly earning a flat merchant processing fee per transaction. The platform handles payment processing across multiple methods including credit cards, ACH, and digital wallets.
3. Professional Services: Implementation services including EHR integration, workflow configuration, testing, and training are provided as part of the service agreement. Additional fees may apply for complex integrations or custom feature requests developed specifically for customers.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels7 records

Core offering

Collectly is an AI-powered revenue cycle management (RCM) platform that automates patient financial workflows across pre-visit intake, eligibility verification, cost estimation, point-of-service payments, and post-visit billing. The platform combines agentic AI technology (Billie AI voice agent) with a unified payments infrastructure and integrates with 20+ EHR/PM systems to serve 3,000+ healthcare facilities.

Product overview

Collectly is an AI-powered revenue cycle management (RCM) platform that automates patient financial workflows across the entire revenue cycle—from pre-visit intake and eligibility through point-of-service collections to post-visit billing and payment resolution. The platform operates as a unified system built around a core Payments Platform, augmented by specialized AI agents and acquired automation technology. The product portfolio consists of Pre-Visit Intake Automation, AI Eligibility & Benefits, AI Cost Estimation, Point-of-Service Payments, Patient Engagement & Post-Visit Billing, and Billie AI Voice for 24/7 patient support. The March 2026 acquisition of Pledge Health added AI workflow engine technology for pre-service financial automation. All products integrate with 20+ EHR/PM systems and are connected through a unified payments infrastructure.

Differentiator

Problem solved

Functional benefit

Brands

• Billie: AI Voice Agent for RCM and patient billing support, operating 24/7 across chat, SMS, email, and voice to handle billing questions and payment processing.

Products and services

• Pre-Visit Intake Automation Digitizes patient intake before visits by capturing insurance cards, verifying patient data, enabling eligibility and cost estimation, and preparing balances for collection. Automates digital check-in, consent capture, and pre-service payment requests.
• AI Eligibility & Benefits Autonomous eligibility verification and contextual benefit interpretation powered by Billie AI. Retrieves benefits data from clearinghouses and payer portals, interpreting coverage to surface actionable patient financial details including copays, deductibles, and responsibility in real time with 90%+ automation rate.
• AI Cost Estimation Generates accurate patient responsibility estimates by combining eligibility data, contracted payer rates, and benefit rules. Applies real payer data to planned procedures to confidently collect before visits and automatically generate Good Faith Estimates for No Surprises Act compliance.
• Point-of-Service Payments Captures copays and balances at the front desk with integrated checkout workflows and modern payment hardware including terminals and iPad experiences, synced to the EHR to prevent reconciliation gaps and downstream accounts receivable.
• Patient Engagement & Post-Visit Billing Automates post-visit billing and patient balance follow-up end-to-end, delivering intelligent statements, personalized outreach across SMS, email, text, chat, and voice, and real-time payment resolution powered by Billie AI.
• Payments Platform Unified payments infrastructure powering the entire revenue cycle from pre-service card capture through point-of-service checkout to post-visit payment plans and reconciliation. Includes secure card-on-file vaulting, AutoPay enrollment, payment plans, digital wallets (Apple Pay, Google Pay), and PCI-compliant processing.
• Billie AI Voice 24/7 AI-powered voice agent for patient billing support, operating across chat, SMS, email, and voice channels. Handles billing questions, processes payments, manages disputes, resolves inquiries, and provides multilingual support (250+ languages) with real-time EHR integration.
• Pledge Health AI Workflow Engine AI automation platform acquired in March 2026 featuring a visual AI agent builder that automates pre-service financial workflows using API connections and browser automation. Automates coverage verification, cost estimates, financial clearance, prior authorization submissions, and payment setup.

Quantifiable outcome

• 2-3x increase in patient collections
• +8 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration26 records

AI capability6 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core and strategic acquisition.

• Epic SystemscoreTechnology or Integration · 9 July 2026Collectly's AI Agent and RCM Platform available in Connection Hub on Epic Showroom, providing bidirectional integration for health systems using Epic. Includes Billie AI agent operating 24/7 across chat, SMS, email, and voice for automated patient collections and billing support. Customers report up to 85% reduction in billing-support overhead.
• SunbitcoreTechnology or Integration · 30 April 2026Platform partnership integrating Sunbit's instant financing into Collectly's pre-service and post-service workflows. Patients receive 0% interest payment options with approval rates above 90%, no fees, and no hard credit check. Providers receive immediate in-full payment with flat merchant processing fee. Integration combines AI-driven intake, eligibility verification, and personalized cost estimates with financing options. Results show 14% revenue increase and 50% more patients approved.
• Pledge Healthstrategic acquisitionStrategic or Co-development Partner · 26 March 2026Acquisition of Pledge Health, a Y Combinator-backed AI automation company focused on pre-service patient financial workflows. Pledge Health's visual AI agent builder and workflow engine expands Collectly's automation capabilities to include coverage verification, cost estimates, financial clearance, and payment setup. Deal combines Pledge Health's pre-service capabilities with Collectly's patient billing platform serving 3,000+ facilities.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cedar: Cedar is a direct peer offering a patient engagement and billing platform for healthcare providers, with deep EHR integrations and AI-driven personalization across the patient financial experience. Closely aligned on product category, target customer base (health systems, medical groups), and go-to-market motion.
• Phreesia: Phreesia provides patient intake, registration, and payment solutions with deep EHR integrations across healthcare providers. Direct comparable on patient access, digital check-in, and POS payment workflows, with a publicly-traded scale and SaaS business model.
• HealthPay24: HealthPay24 is a patient payment and billing platform focused on hospitals and health systems, offering statements, payment plans, and POS collections. Comparable product scope and customer base, with a more established but less AI-native offering.
• VisitPay: VisitPay (now part of Waystar) provided patient billing, estimates, and payment plan solutions to health systems. Direct comparable on patient financial experience, billing, and payment plan automation before its acquisition.

Broad incumbents

• Waystar: Waystar is a large, established healthcare revenue cycle management platform covering claims management, patient payments, and analytics. Overlaps with Collectly in patient billing and payments but as part of a much broader enterprise RCM suite rather than a focused AI-native billing automation product.
• R1 RCM: R1 RCM is a leading enterprise RCM services and technology provider serving health systems. Competes indirectly through its technology-enabled RCM platform, including patient engagement and payment capabilities, but with a much larger services-led model.
• Experian Health: Experian Health provides identity, eligibility, claims, and patient payment solutions to hospitals and physician groups. Overlaps with Collectly on patient access and patient payments but operates as part of a broader data and analytics portfolio.

Emerging players

• Akasa: Akasa applies AI to healthcare revenue cycle operations including prior authorization, coding, and billing workflows. Comparable in applying AI to RCM but more focused on back-office/operational automation than patient-facing billing and payments.
• Infinx Healthcare: Infinx provides AI-driven prior authorization, eligibility, and patient access solutions to healthcare providers. Overlaps with Collectly on AI eligibility and pre-service workflows, particularly after the Pledge Health acquisition.
• Notable: Notable (acquired by athenahealth) built AI-driven patient intake, scheduling, and registration workflows. Comparable on pre-visit automation and EHR-integrated patient engagement, now part of a major EHR/PM vendor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/collectlyapp
• Facebookfacebook.com/collectly
• LinkedInlinkedin.com/company/collectly

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors18 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Collectly