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Online help
Various questions
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If you have questions, contact us
Monitor your customers' solvency thanks to the Altares (Intuiz+) connector
Altares / Intuiz+
users, you can now
integrate and leverage your
Altares / Intuiz+
data into your
My DSO Manager
platform thanks to a revised and expanded connector.
This feature allows you to retrieve each day key data from
Altares / Intuiz+
on your customer portfolio to ensure accurate monitoring of your outstanding debt and
customer risk
while dynamically and intelligently adapting your
collection strategies
.
Intuiz information integrated into
My DSO Manager
Only key information is imported; the full financial report is available on the
Altares / Intuiz+
application:
Recommended credit
: the maximum outstanding debt recommended by
Altares / Intuiz+
Credit
score
from 0 to 100 (100 being the best
score
).
Paydex
: payment behavior index from 0 to 100.
Privileges
: potential amount of privileges (taxes not paid, etc.).
Legal proceedings
: is the company under legal proceedings (bankruptcy, etc.)?
Sales
: turnover for year n-1 of the company.
NAF Code
: to know the sector of activity.
Once the connector is activated, you can add clients to your
Altares / Intuiz+
porfolio in
My DSO Manager
, either from the clients file or in mass from the Clients search :
The
Altares / Intuiz+
information are available directly in your platform at different levels:
Risk Report
:
Customer file
:
The history of changes for each criterion is visible by hovering over the elements.
Customizable Alerts
:
Searches and Advanced Searches
:
It is, of course, desirable to dynamically exploit these information, particularly thanks to our
Search & Assign AI
, which allows them to be taken into account when assigning
collection scenarios
, to act immediately in the event of negative information (legal proceedings, poor
score
, etc.), to perform custom credit scoring, etc.
For more information:
How to create advanced Scoring with AI Search & Assign?
Comment best practices:
Set realistic alert thresholds based on your customer segments.
Compare the recommended credit with your current
receivables
to adjust your internal limits.
Combine Altares (Intuiz+) data with your payment history for a 360° view.
Contact us to set up the connection between
Altares (Intuiz+)
and
My DSO Manager
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