Creditsafe Exact Online Integration

Creditsafe Exact Online Integration

Are you looking for a Creditsafe Exact Online integration solution to reduce company credit risk and improve the accuracy of your customer records and reduce the risk of acquiring bad debt? Or are you looking to save time conducting repetitive, error-prone activities to improve employee productivity?

Codeless Platforms' Creditsafe integration solution for Exact Online provides you with the ability to automate your credit reference process to reduce the risk of acquiring bad debt and removes the repetitive administration tasks that surround your credit referencing processes.

Creditsafe Integration Brochure

Learn how integrating Creditsafe with your other business applications can reduce your companies exposure to financial risk and improve commercial performance.

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Creditsafe Exact Online Integration Scenarios and Benefits

Common Creditsafe integration scenarios with Exact Online that our customers implement include:

• Automatically pull company information from Creditsafe into Exact Online e.g. company name, trading name, company VAT number etc.
• Automatically pull director reports and place them into Exact Online, including details such as name, date of birth etc.
• Dynamically retrieve and present 'New Account' and ‘Prospect’ credit scores
• Automatically update existing customer credit limits in line with company changes, including company profit growth or loss
• Automate the synchronisation of changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through integrating Creditsafe with Exact Online include:

• Reduce company exposure to credit risk
• Remove repetitive administration associated with credit referencing and data validation
• Enforcement of business rules and procedures
• Increase employee productivity
• Improve the accuracy of business data to assist decision making
• Reduce operational costs