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.
Download BrochureCreditsafe 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
Exact Online Integration



Creditsafe Integration Brochure
Learn how integrating Creditsafe with your other business applications can reduce your companies exposure to financial risk and improve commercial performance.
Download BrochureCreditsafe 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
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.Got a question?
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