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Business Process Automation Platform

Creditsafe Sage Intacct Integration

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Creditsafe Sage Intacct Integration

Are you looking for a Creditsafe Sage Intacct integration solution to reduce credit risk and improve the accuracy of your customer records? Or are you looking to save time conducting repetitive, error-prone activities from employee workloads?

Codeless Platforms' Creditsafe Sage Intacct integration solution provides you with the tools to automate your credit reference process, reducing the risk of acquiring bad debt and removing the repetitive administration tasks that surround credit referencing.

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless Creditsafe Intacct integration and end to end business process automation capability.

Creditsafe Sage Intacct Integration Brochure

Creditsafe Sage Intacct Integration Brochure

Learn how integrating Creditsafe with Sage Intacct can reduce your companies exposure to financial risk and improve commercial performance.
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Creditsafe Sage Intacct Integration Scenarios and Benefits

The Creditsafe integration solution for Sage Intacct ensures that, by automating your credit referencing process, business systems are up to date and will significantly reduce the risk of acquiring bad debt. It provides the ability to automate real-time alerts for any changes in circumstance for added peace of mind.

Creditsafe Intacct integration will help you to fully understand the credit risk associated with each customer and makes it possible to automatically validate customer information and acquire credit scores and limits on over 365 million businesses across the globe.

Common Creditsafe Intacct integration scenarios available with BPA Platform

The Sage Intacct Creditsafe integration solution can automatically pull company information from Creditsafe and place it into your Sage Intacct system, 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

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 Sage Intacct include:

  • Reduce company exposure to credit risk
  • Remove repetitive administration associated with credit referencing and data validation
  • Enforce business rules and procedures
  • Increase employee productivity
  • Improve business data accuracy
  • Improve decision making

Frequently Asked Questions

Codeless Platforms' Creditsafe Sage Intacct solution provides you with the tools to automate your credit reference process, reducing the risk of acquiring bad debt and removing the repetitive administration tasks that surround credit referencing.
Common benefits achieved through integrating Creditsafe with Sage Intacct include: Reduce company exposure to credit risk, remove repetitive administration associated with credit referencing and data validation, enforce business rules and procedures, increase employee productivity, improve business data accuracy, improve decision making.
Codeless Platforms’ Sage Intacct SAP Concur integration solution starts from £350 per month, depending on integration complexity and configuration days required.
Download Brochure
Creditsafe Sage Intacct Integration Brochure

Creditsafe Sage Intacct Integration Brochure

Learn how integrating Creditsafe with Sage Intacct can reduce your companies exposure to financial risk and improve commercial performance.

Subscription Pricing

Creditsafe Sage Intacct Integration

Software from

BPA Platform

Starts from

£350

4200
Per month
Billed annually
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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