Technology + Expertise + Partnerships

AUTOMATED AND EFFICIENT

Don’t Let Your Tech Stack
Hold You Back

LEARN MORE

Automated Customer Risk Management and Dashboards

Seamlessly integrates with QuickBooks Online, Microsoft Dynamics Business Central and Acumatica. Automates participation in Dun & Bradstreet, Creditsafe, Experian and NACM groups.

Drive Performance with Better Data and Smarter Workflows

CONNECTED

Improve Collaboration

Align Finance, Sales and Executives around shared and trusted metrics. Verified customer details drive accurate insights and better-informed decisions.

AUTOMATED

Mitigate Risk

Proactively manage your exposure with always up-to-date credit scores and customer analyses synced into your existing workflows.

SATISFIED

Support Your Team

Boost your team’s success and happiness by providing them a smarter and more integrated tech stack. Customers will notice too.

Plans That Fit Your Business

Start cleaning and validating your customer list for free. Join a trade credit exchange or group when your needs evolve.

Recommended
Starter

Free

Credit scores and customer list verification

Get Started

What’s included:

  • Credit scores for new and current customers

  • Customer verification and information updates

  • Duplicate customer account detection

  • Accounts receivable collection metrics, including DSO and DBT

  • Integration with QuickBooks Online

Recommended
Plus

Early Access

Credit insights and exchange membership

request plus

Everything in Starter and:

  • Customer credit and risk scores

  • D-U-N-S numbers and industry codes

  • Dun & Bradstreet Global Trade Exchange automation

  • Creditsafe Trade Payment Program automation

  • NACM monthly reporting automation

  • Automate participation in industry credit groups

  • Integration with QuickBooks Online, Microsoft Dynamics 365 Business Central and Acumatica

  •  

Recommended
Starter

Free

Get started in minutes

choose plan

What’s included:

  • Customer verification and information updates

  • Duplicate customer account detection

  • Accounts receivable collection metrics, including DSO and DBT

  • Enrich customer records in your accounting software

  • Integration with QuickBooks Online and Microsoft Dynamics 365 Business Central

Recommended
Plus

Early Access

Get started to request access

choose plan

Everything in Starter and:

  • Additional customer verification

  • D-U-N-S numbers and industry codes

  • Dun & Bradstreet Global Trade Exchange automation

  • Creditsafe Trade Payment Program automation

  • NACM monthly reporting automation

  • ABC-Amega and NACM industry credit groups

  • Integration with QuickBooks Online, Microsoft Dynamics 365 Business Central and Oracle NetSuite

cash flow

Grow Sales and Avoid Surprises

Know which customers present revenue opportunities and which customers introduce more risk.