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 Data Sheet

Codeless Platforms’ Creditsafe Integration provides organisations of any size with the ability to automate the flow of important information between Creditsafe and accounting, CRM or ERP systems.

Creditsafe Exact Online Integration Scenarios and Benefits

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

The Creditsafe API integration can pull company information from Creditsafe and place it into your existing business systems, including information such as:

Company name
Registered address
Trading address
VAT number
Telephone number
TPS (Telephone preference service)
Previous Name / Date of Change
Type of Business

FTSE Index
Filing Date of Accounts
Currency
Share Capital
Charity Number
SIC Codes
Credit Limit and Score
Today’s Contract Limit

Premier Package

Unlock more features in Creditsafe and gather more in-depth information, such as key financials, CCJs, mortgage summaries, and trade debt/bad debt. Contact us for more information on our Creditsafe Premier Package.

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

Creditsafe Integration Data Sheet

Codeless Platforms’ Creditsafe Integration provides organisations of any size with the ability to automate the flow of important information between Creditsafe and accounting, CRM or ERP systems.

Subscription Pricing

Creditsafe Exact Online Integration

BPA Platform

Starts from

£350

Per month

_{Billed annually}

Configuration day(s) required subject to requirement.

Third Party Product and Technology License Disclaimer

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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Creditsafe Exact Online Integration

Creditsafe Exact Online Integration

Creditsafe Integration Data Sheet

Creditsafe Exact Online Integration Scenarios and Benefits