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Financial Information & Scoring
»
Monitor your customers' solvency thanks to the Creditsafe connector
Translate this page to
Polski
?
Credit
safe
users, you can
integrate and leverage your Creditsafe
data into your
My DSO Manager
platform thanks to a revised and expanded connector.
This feature allows you to retrieve every day key data from
Credit
safe
on your customer portfolio to ensure accurate monitoring of your outstanding debt and
customer risk
while dynamically and intelligently adapting your collection strategies.
Creditsafe
information integrated into
My DSO Manager
Only key information is imported; the full financial report is available on the
Creditsafe
application:
Note:
Solvency
score
from 0 to 100 (100 being the best note)
International note:
Measuring the default risk from A to E (A being very low risk)
Recommended Credit:
The maximum outstanding debt recommended by Creditsafe
DBT
Score
:
Payment delay after due date indicator from 0 to 120 (0 being no delay)
Judgment:
If the company is under legal proceedings (bankruptcy, etc.)
Privileges:
If the company is subject to any privileges inscription (tax, social,...)
Link to Creditsafe:
Access the Creditsafe portal directly from the customer page.
Once the connector is activated, you can add clients to your
Creditsafe
porfolio in
My DSO Manager
, either from the clients file or in mass from the Clients search.
The
Creditsafe
information ise available directly on your platform at different levels:
Risk report:
Client file:
The history of changes for each criterion is visible by hovering over the elements.
Customizable Alerts:
Clients 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
receivable
s to adjust your internal limits.
Combine Creditsafe data with your payment history for a 360° view.
Contact us to set up the connection between
Creditsafe Connect
and
My DSO Manager
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