Speed Up Credit Checks, Find Sales Openings

Go into calls with more customer info by chatting with our AI agent via Microsoft Teams. Ask about any customer or prospect. Seamless integration with Microsoft Business Central.

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A Microsoft Teams chat in which the Truverto Check agent returns a credit summary for a customer: risk score, days beyond terms, industry and Safe Number

The Data-Enabled Credit Office. Give Sales The Green Light and Finance The Peace Of Mind.

Truverto is the credit manager that growing businesses don’t have, using AI and integrated systems to replace manual work for understaffed finance teams.

Save time and money by streamlining the underwriting process for new customers with automated checks. Seamless integration with Microsoft Dynamics 365 Business Central.

Truverto customer and accounts receivable dashboard

Drive Performance with Better Data and Smarter Workflows

Predicted

Find Sales Openings

Identify customers who have capacity to buy more and will pay quickly, speeding sales and commission payouts.

Automated

Forecast Collections

Improve the accuracy of collections projections and flag customer payment risks with automated analyses of payment histories and risk data from credit bureaus.

Satisfied

Align Your Teams

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

Plans That Fit Your Business

Start with free risk scores for prospects and customers. Add automated customer reviews and customer data enrichment from leading credit bureaus.

Starter
Free

Credit scores and collection forecasts

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What’s included:

  • Microsoft Teams chat agent
  • Credit risk scores for new and current customers
  • Collections forecast for outstanding invoices
  • Accounts receivable and collection metrics for your portfolio and individual customers
  • Integrations with leading accounting and ERP systems
PlusRecommended
Early Access

Credit insights and exchange membership

Request Plus

Everything in Starter plus:

  • Credit application reviews
  • Automated and recurring customer reviews
  • Additional business customer information and risk scores synced to your ERP
  • D-U-N-S numbers, Safe Numbers and industry codes
  • Dun & Bradstreet Global Trade Exchange automation
  • Creditsafe Trade Payment Program automation

Used By And In Partnership With

  • Microsoft
  • SmartBooks
  • DockStar
  • Kentucky Hand Barrel
  • Intuit QuickBooks
  • Lorenz Max Cleaning Services LLC
  • AMCorp, LLC
Cash flow

Grow Sales and Avoid Surprises

Know which customers present revenue opportunities and which customers are getting riskier.

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Data-driven customer insights

Help Yourself And Your Customers Improve Credit Risk Scores

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