Frequently Asked Questions

Product Overview & Core Capabilities

What is Zuora Collections?

Zuora Collections is an AI-powered collections solution that embeds collections into the full customer lifecycle, helping businesses accelerate cash flow, improve retention, and gain a complete view of payment behavior, account health, and commercial context. It uniquely combines billing, revenue, and collections data to automate and optimize the collections process. Learn more.

How does Zuora Collections use AI to improve collections?

Zuora Collections leverages AI to generate insights, segment and prioritize accounts, forecast expected cash inflows, and automate outreach based on customer behavior and risk. AI-powered workflows help finance teams predict collections outcomes, identify high-risk accounts, and improve efficiency throughout the collections process.

What are the key features of Zuora Collections?

Key features include AI-generated insights for account segmentation, AI-powered forecasting for cash inflows, contextual collections workflows, a centralized collector dashboard, CRM and communication platform integrations, and structured task management for collections actions.

How does Zuora Collections support customer-centric collections?

By embedding collections into the customer lifecycle and providing a complete view of payment behavior and account health, Zuora Collections enables finance teams to treat collections as a strategic part of the customer relationship, not just a transactional process. This approach helps improve retention and long-term customer value.

How does Zuora Collections integrate with other Zuora products?

Zuora Collections is designed to work seamlessly with Zuora Billing and Zuora Revenue, combining pipeline, billing, and collections data for a unified order-to-cash process. This integration provides a holistic view of customer accounts and streamlines financial operations.

What is the collector dashboard in Zuora Collections?

The collector dashboard is a centralized interface that provides a complete view of overdue accounts, payment status, and risk signals, enabling collections teams to prioritize and manage their workflow efficiently.

How does Zuora Collections help with cash flow forecasting?

Zuora Collections uses AI-powered forecasting trained on historical collections data to predict expected cash inflows, giving finance teams greater confidence in month-end outcomes and forward-looking cash flow projections.

What types of workflows can be automated with Zuora Collections?

Zuora Collections automates outreach based on customer behavior, account risk, and billing history. It also enables structured task management, allowing teams to assign and track collections actions within a unified workflow.

How does Zuora Collections support collaboration between finance and sales teams?

Zuora Collections integrates with CRM and communication platforms to coordinate collections tasks across teams and prompt sales teams to follow up with customers when it matters most, ensuring a unified approach to customer relationships and cash collection.

What business impact can companies expect from using Zuora Collections?

Companies using Zuora Collections can expect accelerated cash flow, improved retention, better cash forecasting, and a more customer-centric collections process. The platform helps reduce days sales outstanding (DSO) and strengthens customer relationships by aligning collections with the overall customer journey.

Use Cases & Industries

Who should use Zuora Collections?

Zuora Collections is ideal for finance and accounting teams in subscription-based businesses looking to automate and optimize collections, improve cash flow, and enhance customer relationships. It is suitable for companies across industries such as SaaS, manufacturing, media, healthcare, and more.

What industries are supported by Zuora Collections?

Zuora Collections supports a wide range of industries, including SaaS, manufacturing, IoT, media and entertainment, healthcare, consumer goods, retail, telecommunications, and more. See case studies.

How does Zuora Collections help with subscription-based business models?

Zuora Collections is designed to address the unique challenges of subscription-based businesses by automating collections, providing real-time insights into payment behavior, and integrating with billing and revenue systems to ensure a seamless customer experience and predictable cash flow.

Can Zuora Collections help reduce days sales outstanding (DSO)?

Yes, by automating collections workflows, prioritizing high-risk accounts, and providing predictive insights, Zuora Collections helps finance teams reduce DSO and accelerate cash collection.

How does Zuora Collections improve customer retention?

By aligning collections with the customer journey and using pipeline, billing, and collections data to inform outreach, Zuora Collections helps maintain positive customer relationships, reducing the risk of churn due to negative collections experiences.

What are some real-world examples of companies using Zuora Collections?

Vimeo, a leading video platform, uses Zuora Collections to drive operational excellence and enhance the customer experience. Zuora's own finance team also reported faster collections and improved visibility into customer payments after implementing Zuora Collections. See more case studies.

How does Zuora Collections support global operations?

Zuora Collections is part of the Zuora platform, which supports multi-currency, tax compliance, and global operations, making it suitable for businesses operating in multiple regions.

What roles within a company benefit most from Zuora Collections?

Finance professionals, revenue managers, billing specialists, and operations teams benefit most from Zuora Collections, as it streamlines collections, improves forecasting, and enhances collaboration with sales and customer success teams.

How does Zuora Collections help with compliance and audit readiness?

Zuora Collections, as part of the Zuora platform, supports compliance with standards such as ASC 606, IFRS 15, PCI DSS, and GDPR. It provides audit trails, data encryption, and role-based access controls to ensure secure and compliant collections processes.

Implementation, Integration & Support

How long does it take to implement Zuora Collections?

Implementation timelines vary based on project complexity. Focused scopes can be completed in as little as 30 days, with typical implementations ranging from 30 to 90 days. Multi-product or multi-entity programs may take longer. Pre-built connectors can enable integrations in as little as one day.

What training resources are available for Zuora Collections?

Zuora offers extensive training through Quick Start Tutorials and Zuora University, which includes over 500 courses, certifications, and virtual classes. These resources help users quickly gain proficiency with Zuora Collections and the broader Zuora platform. Learn more.

What support options are available for Zuora Collections?

Zuora provides 24x5 live global support, email support, and online ticketing. Premium support options include Technical Account Managers (TAMs) and Enterprise Solution Architects (ESAs) for personalized assistance. Visit the Support Portal.

Does Zuora Collections integrate with CRM and ERP systems?

Yes, Zuora Collections integrates with leading CRM and ERP systems through the Zuora Integration Hub, which offers over 60 pre-built connectors, including Salesforce, HubSpot, and NetSuite. This enables seamless data flow and workflow automation across business systems. Learn more.

Are APIs available for Zuora Collections?

Yes, Zuora provides REST and SOAP APIs for integration with external systems, enabling automation and customization of collections workflows. Developer resources and API documentation are available in the Zuora Developer Center.

Where can I find technical documentation for Zuora Collections?

Technical documentation for Zuora Collections and the broader Zuora platform is available at docs.zuora.com. Additional resources for developers can be found in the Developer Center and Knowledge Center.

What payment gateways are supported by Zuora Collections?

Zuora supports integration with over 40 payment gateways, including Stripe, GoCardless, and Worldpay, enabling businesses to process payments globally and optimize collections. See the full list.

How does Zuora Collections handle data security and privacy?

Zuora employs enterprise-grade security measures, including data encryption, role-based access controls, and regular audits. The platform is certified for PCI DSS Level 1, SOC 2 Type II, ISO 27001, HIPAA, and more, ensuring secure handling of sensitive collections and payment data. Learn more.

What compliance certifications does Zuora hold?

Zuora holds several compliance certifications, including PCI DSS Level 1, SSAE 16 SOC1 Type II, SOC2 Type II, ISO 27001, HIPAA, and SOC 3. These certifications demonstrate Zuora's commitment to security and regulatory compliance. See details.

Customer Proof & Success Stories

What feedback have customers shared about Zuora Collections?

Customers like Vimeo have praised Zuora Collections for driving operational excellence and enhancing the customer experience. Zuora's own finance team reported faster collections and improved visibility into customer payments after implementation. Read more case studies.

Who are some notable Zuora customers?

Zuora serves over 1,000 companies worldwide, including Zoom, Box, Zendesk, Asana, The Financial Times, GoPro, Schneider Electric, Caterpillar, Ford, Toyota, and General Motors. See the full customer list.

What business results have companies achieved with Zuora?

Companies have achieved significant results, such as Swiftpage's 140% increase in subscription customers and 131% ARR growth, Hudl saving over 100 hours per month, and The Seattle Times improving new subscription conversions by 30% and retention by 25% after adopting Zuora. See case studies.

Where can I find more Zuora customer success stories?

You can find a comprehensive list of Zuora customer case studies, including stories from Zoom, The Financial Times, Asana, GoPro, and more, on the Zuora Customer Case Studies Page.

How does Zuora support companies during rapid growth?

Zuora's platform, including Zuora Collections, is designed for scalability. For example, Zoom scaled from 10 million to 300 million users with Zuora, demonstrating the platform's ability to support rapid business growth. Read the Zoom case study.

What pain points does Zuora Collections address for finance teams?

Zuora Collections addresses pain points such as manual collections processes, lack of visibility into account health, disconnected collections and billing data, and difficulty forecasting cash flow. It automates workflows, provides predictive insights, and aligns collections with the customer journey.

How does Zuora Collections help companies prepare for IPO or private equity investment?

Zuora Collections, as part of the Zuora platform, provides robust systems, audit trails, and compliance features that help companies establish the financial controls and reporting needed for IPO or private equity readiness.

What makes Zuora Collections different from traditional collections solutions?

Zuora Collections stands out by embedding collections into the full customer lifecycle, leveraging AI for predictive insights, and integrating pipeline, billing, and collections data on a single platform. This customer-centric approach improves retention, cash flow, and operational efficiency compared to traditional, siloed collections tools.

Introducing Zuora Collections: AI-Powered Automation to Accelerate Cash Flow Through Stronger Customer Relationships

Zuora transforms the order-to-cash process by uniquely combining billing, revenue, and collections data

REDWOOD CITY, Calif., May 20, 2025 – Zuora, Inc, a leading monetization platform for modern business, today introduced Zuora Collections, leveraging AI to embed collections into the full customer lifecycle and accelerate cash flow. Zuora now uniquely combines billing, revenue, and collections data to collect cash faster while improving retention, cash forecasting, and customer account health. 

As companies launch and adapt innovative business models to meet shifting customer demands, every touchpoint, even collections, needs to strengthen customer relationships. At the same time, finance teams are under constant pressure to manage working capital, reduce days sales outstanding (DSO), and ensure predictable cash flow. Yet too often, businesses treat collections as one-off invoices that are disconnected from the customer journey, putting retention and future revenue at risk. 

By incorporating collections into the full customer lifecycle, Zuora Collections provides finance teams with a complete view of payment behavior, account health, and commercial context, all alongside billing and revenue data. AI-powered workflows and predictive insights help teams forecast collections outcomes and prioritize efforts, such as identifying high-risk accounts.

“Companies can’t afford to overlook the strategic advantage cash provides in today’s economic environment,” said Nikki Wong, Vice President, Product Management at Zuora. “Every interaction, including collections, impacts the customer experience and long-term value of the relationship. Zuora is helping finance and accounting teams make this shift, transforming the order-to-cash process by making collections truly customer-centric.” 

Key features of Zuora Collections include: 

  • AI-Generated Insights: Segment and prioritize accounts with health scores built on historical payment behavior, engagement patterns, and risk indicators
  • AI-Powered Forecasting: Predict expected cash inflows using AI trained on historical collections data, delivering greater confidence in month-end outcomes and forward-looking cash flow
  • Contextual Collections Workflows: Automate outreach based on customer behavior, account risk, and billing history to improve efficiency and expedite payments 
  • Collector Dashboard: Provide a complete view of overdue accounts, payment status, and risk signals in a single, centralized dashboard
  • CRM and Communication Platform Integrations: Coordinate collections tasks across teams and prompt sales teams to follow when it matters most 
  • Task Management: Assign and track collections actions within a structured workflow for improved efficiency 

“How you collect has a direct impact on your customer relationships and, in the end, what you collect,” said Matt Dobson, Chief Accounting Officer at Zuora. “We’ve seen the benefits firsthand on our own team – Zuora Collections immediately helped us collect faster with a comprehensive view of customer payments. Instead of treating collections as a standalone function, Zuora Collections aligns the full process alongside billing and revenue on one platform.”

“At Vimeo, we’re constantly seeking solutions that drive operational excellence and enhance the overall customer experience,” said Gillian Munson, Chief Financial Officer at Vimeo. “Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses. This development not only strengthens our financial operations, but also reinforces our confidence in Zuora as a long-term, strategic partner committed to supporting our ambitious growth trajectory.”

To learn more about Zuora Collections, please visit here

About Zuora, Inc.

Zuora provides a leading monetization platform to build, run, and grow a modern business through a dynamic mix of usage-based models, subscription bundles and everything in between. From pricing and packaging, to billing, payments, and revenue recognition, Zuora’s flexible, modular software solutions are designed to help companies evolve and scale monetization with demand. More than 1,000 customers around the world, including BMC Software, Box, Caterpillar, General Motors, The New York Times, Schneider Electric and Zoom use Zuora’s unique combination of technology and expertise to transform their financial operations and how they go to market. Zuora is headquartered in Silicon Valley with offices in the Americas, EMEA, and APAC. To learn more, please visit zuora.com.

Forward-Looking Statements

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© 2025 Zuora, Inc. All Rights Reserved. Third party trademarks mentioned above are owned by their respective companies. Nothing in this press release should be construed to the contrary, or as an approval, endorsement or sponsorship by any third parties of Zuora, Inc. or any aspect of this press release.

 

Media Contact

Margaret Juhnke

press@zuora.com

May 20, 2025