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Company Intelligence

Collectly

AI-powered revenue cycle and patient financial platform spanning pre-visit intake, eligibility, estimates, point-of-service payments and post-visit billing automation.
Patient Financial ExperiencePatient CollectionsPrivate
Private
Venture-backed

RevCycleAI Brief

Published research

AI-powered revenue cycle and patient financial platform spanning pre-visit intake, eligibility, estimates, point-of-service payments and post-visit billing automation.

Digital intakeEligibility and benefitsInsurance discoveryCost estimationPoint-of-service paymentsPatient billingVoice and chat AIPatient support

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Key findings

Research highlights

The key strategic question is whether Collectly can preserve its strong patient-financial UX while moving upstream into eligibility and estimation without becoming too broad or competing directly with larger patient-access platforms.

Collectly reports 3,000+ healthcare facilities and more than $1B in patient revenue managed

Collectly reports 2-3x collection increases, 66% lower cost to collect and 95% patient CSAT across platform metrics

Collectly expanded from patient collections into eligibility, cost estimation and full pre-to-post visit AI RCM workflows

RevCycleAI Intelligence Scores

Methodology
64
78
67
74

Market Matrix: Leader · Impact 70 · Capability 73

Funding & transaction history

2 tracked
2026-03-26 · Acquisition · Undisclosed

Collectly acquired Pledge Health to add AI automation for eligibility, estimates, financial clearance and payment setup to its patient financial experience platform.

2024-01-01 · Series A · $29M

Collectly closed a $29 million Series A led by Sapphire Ventures, bringing total capital raised to $34.1 million to expand patient financial engagement software.

Full research

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