CREDIT MANAGEMENT AUTOMATION

Mitigate Your Credit Risk by Going Digital

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CREDIT-TO-CASH OPTIMISATION DONE RIGHT

Esker’s automated Credit Management solution optimises the entire credit approval and risk monitoring process, empowering credit teams with actionable data to make the best credit decisions possible. By transforming credit management into a more secure and efficient process, revenue is secured and customers are prevented from slipping through the cracks.

  • 100% SIMPLICITYManage all credit application forms or internal credit requests from the user interface.
  • 100% AUTOMATEDNo more emails or manual processes needed to manage approval workflows.
  • 100% SECUREDCredits are processed, approved & monitored in full compliance with your credit policy.

CUSTOMER ONBOARDING & CREDIT APPROVAL

EASY. SECURE. EVERYTHING YOU’VE ALWAYS WANTED.

Ever found yourself wanting an easier way to onboard customers? Or wishing that making consistent credit decisions while maintaining customer relationships and lowering risks wasn’t such a pain? Say no more. Esker has you covered thanks to dynamic tools such as:

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    Digital credit applications

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    to create credit app templates and send them via email, embedded link, or included in sales quotes or communications

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    Automated trade and bank references

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    to configure automatically sent messages and reminders, while monitoring replies/calls to make via the dashboard

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    Approval workflow

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    to configure the required level of approvals to secure the credit process for both new credits and credit reviews

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    Third-party data integration

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    to retrieve key scoring data from your preferred credit bureaus (e.g., Altares Dun & Bradstreet, CreditRiskMonitor, Ellisphere, etc.)

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    Automated credit approval

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    for less risky scenarios to free up time for credit analysts to focus on higher valued tasks

CUSTOMER MANAGEMENT

THE RIGHT DATA, RIGHT WHEN YOU NEED IT MOST

Esker’s automated Customer Management capabilities ensure that all relevant customer data — business situation, documents and KPIs — are always instantly accessible and easily manageable.

With a 360-degree view of critical customer information, every credit decision you make is a no-brainer.

Customer data: Customer details, contacts, preferred delivery method, etc.
Business data: Open invoices, total outstanding, pending orders, payments, receivables history, aging graphs, etc.
Documents: Invoices, sales orders, contracts, credit apps & other related documents all in a single location.
Credit data: Customer external scoring, risk category, credit limit, payer rating & average days to pay

STAY UP TO DATE WITH CREDIT RISK

Make sure no major credit event goes unnoticed and puts your revenue at risk. Esker’s Credit Management solution is packaged with intelligent dashboards, counters and alerts to keep credit managers fully aware of the credit activity and potential risks:

  • Credit alerts based on credit bureaus update or credit limit exceeded
  • Internal credit requests
  • New credit applications to review
  • Periodic credit reviews
  • Pending approvals
  • Reference calls to make

WHY AUTOMATE CREDIT MANAGEMENT WITH ESKER?

  • Accelerate customer onboarding time
  • Secure revenue by reducing write-offs & bad debt
  • Improve control over credit risk management throughout the O2C cycle
  • Strengthen relationships & morale between O2C teams

AUTOMATED INVOICE DELIVERY

Ensure successful invoice delivery — every time.

You’re in good company. Explore some of the other companies and AP leaders that have benefited from automating their processes with Esker.
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