Customer Credit Management
Customer credit management involves assessing creditworthiness, setting limits, and monitoring risk to ensure healthy receivables. Automating this process speeds up approvals, reduces exposure to default, and improves control over credit policies.

Automations in this process

Credit

Finance

Credit Onboarding Automation
Automate the setup of new customer credit profiles, including payment terms, credit limits, and internal policy routing.
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Credit Limit Monitoring Automation
Automatically track and alert when customer credit limits are approached or exceeded to prevent overexposure.
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Credit Score Integration
Automatically fetch external credit scores and sync them into your ERP to enhance onboarding and credit decision-making.