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.

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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
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Exact Online Integration

Learn more about Creditsafe, Exact Online connectors.

Creditsafe Exact Online Integration starts from

Connectors Pricing

CreditSafe

One time purchase

£750

Exact Online

One time purchase

£1,750

BPA Platform

Standard Product Base Server

Starts from:

£2,000

Configuration day(s) required subject to requirement.

Data Integration & Synchronisation

Data Integration & Synchronisation

Integrate applications, systems and web services via easy-to-use, graphical tools.

Drag and drop experience

A full drag and drop user experience so integration steps are visually represented within a wider automated process.

Transformation functions

A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

Hundreds of connectors

Access hundreds of data connectors via one easy-to-use platform.
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