Zelo
Zelo is a SaaS platform that automates accounts receivable workflows for construction companies by connecting invoices to project details, contract terms, retainage, and change orders. It resolves payment blockers by finding missing lien waivers and pay applications, prepares submissions for platforms like Textura and Procore, and verifies promised payment dates. The platform prioritizes next actions based on aging and payment history to accelerate cash flow.
- Construction Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Construction companies struggle to collect payments on time because invoices are tied to complex project details, contract terms, retainage, change orders, and the involvement of multiple stakeholders. The lack of automation in tracking missing documents and managing various payment portals creates bottlenecks that delay cash flow and require significant manual effort from finance teams.
Solution
Zelo is a SaaS platform that automates accounts receivable workflows for construction businesses by integrating with their existing accounting, CRM, and email systems. The software connects each invoice to the relevant customer, project, and contract terms, actively resolving payment blockers by finding missing lien waivers, pay applications, and change-order backup. It automatically prepares submissions for platforms such as Textura and Procore while tracking retainage and lien rights deadlines. The platform prioritizes next actions based on aging and payment history, and it verifies promised payment dates by checking whether payments arrive and following up when commitments are missed.
Target Audience
Primary customers are construction companies and their finance teams who need to manage complex, project-linked invoicing and accelerate payment collections without adding headcount.
Features
- Connects each invoice to customer, project, contract terms, retainage, change orders, and responsible project manager for full context
- Prioritizes next actions by analyzing aging, payment history, customer conversations, and deadlines to identify which action will move the most cash
- Automatically finds or requests missing documents such as lien waivers, pay applications, W-9s, and change-order backup required for payment release
- Prepares payment submissions for construction platforms including Textura, Procore, and GC portals
- Captures and verifies promised payment dates and amounts, triggering follow-up when commitments are missed
- Integrates with NetSuite, QuickBooks, and email inboxes to automate collections outreach and dispute resolution