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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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Creditsafe Integration Brochure

Creditsafe Integration Brochure

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

Creditsafe Exact Online Integration

Connectors Price

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.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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