
For Finance Teams
Strengthen your credit decisions, protect cash flow, and empower revenue growth with faster, more informed customer evaluations.
Automated
Instantly assess credit-worthiness with auto-fetched reports, financial insights and trade references
Proactive
Stay on top of changing risk with an action queue organized by signal and severity of change
Connected
Get your customers purchase-ready faster with integrated insights and one-click account creation in your ERP
Make better decisions, faster.
Real-time validations and integrations to insights ensure you review complete and correct applications, every time.
- Configurable, intuitive, high-converting application workflows
- Verifications with IRS, Secretaries of State, Licensing Agencies
- Reports from NACM, Creditsafe, Experian and Equifax are natively available
- Real-time bank references from 16,000+ banks
- Automated trade reference collection
Proactively manage credit limits, and uncover opportunities to expand lines for worthy customers.
- Intelligent risk monitoring dashboard
- Monitoring across credit reports and bank references
- A/R insights, including aging and payment trends
- Track lien and bankruptcy filings
- Automated notices of weekly changes
Quickly spot which customers are ready to transact, where applications are stuck, and where follow-ups are needed. Build tighter revenue operations with transparency across teams.
- Single source of truth for Sales, Finance, and Customers
- Transparent customer account health
- Assignments for account reviewers and sales reps
- Configurable internal & customer-facing communications
Reduce DSO, Improve Cash Flow
Get ahead of flagging payment behavior with interactive insights. Identify risky customers and unblock growing customers.
- Data sync with your ERP
- Credit Utilization, configured to your policy
- Easily track past due total, invoice aging, and DSO
Improve cashflow with configurable reminder campaigns triggered by invoice due date. Control reminder settings by customer to protect sensitive relationships.
- Customer portal to view account health & outstanding invoices
- Unlimited campaigns with custom language and customer group