Features that streamline your workflow

Say goodbye to chaos and discover how Credit-IQ can make life easier with automated reminders, task management, and AR tracking

Spend less time chasing payments

Set-up intuitive workflows that prompt customers to pay faster

Automated reminders

Tailor automated email workflows to match your business processes, branding, and customer location. Or start faster with pre-set templates.

Pre-set templates

Save time writing emails with ready-to-use templates and workflows. Easily add your branding, logos, and tone of voice for a more personal touch.

Translated reminders

Credit-IQ's pre-set reminders are available in 8 languages. Making it easy to let your international customers know they need to pay.

Workflow builder

Design custom workflows with actions such as phone calls and reminders for different accounts. To automate your business processes and make your team more efficient.

Final demand

Automatically send final demand letters to customers who don't pay. Atradius takes over the process, giving you peace of mind and retaining customer relationships. 

See Credit-IQ in action.

How much time are you losing?

Get everyone on the same page

Always know exactly what’s happening with every account. 

Centralised Tasks

Credit-IQ brings all your team's accounts receivable tasks under one roof, making managing and staying on top of payments a breeze.

Tasks and Actions

Always know what's happening and when on each account with a visual representation of scheduled activities and deadlines for you and your team. 

Filter by "my tasks."

Focus on what's essential with Credit-IQ. Cut through the clutter and manage your workload effectively by viewing only the financial tasks assigned to you.

Assign tasks

Assign tasks to other team members or departments, send them all the details and add a deadline, making prioritising tasks easier and completion faster. 

Account notes

Keep everyone on the same page by adding notes to accounts at every workflow stage. Eliminating confusion and unnecessary customer communication. 

Know what’s happening with your AR

See every detail of your incoming cash-flow with intuitive dashboards.

AR Overview

Dashboards give a bird's-eye view of your financial performance. Helping you visualise key metrics, spot trends, and identify areas to boost your cash-flow.

Account balance

Effortlessly monitor the status of an account's financial standing and keep tabs on your available funds by utilising the convenient account balance feature.

Due amount

Keep track of outstanding balances on our user-friendly dashboards to ensure timely collection of payments and better financial planning. Helping you to avoid any missed payments.

Overdue invoices

Keeping a record of outstanding invoices is essential to avoid financial discomfort. Credit-IQ records all unpaid invoices per account so you can take action.

Expected payments

Anticipate upcoming cash inflow. Credit-IQ gives you an understanding of your projected receipts to make informed decisions

Plans

We have a plan that fits your needs.

Topaz

Includes

  • 40 invoices per month
  • Unlimited users
  • unlimited reminders

£29/month + VAT

Billed monthly
Get started
30-day free trial
Includes all features
Recommended

Crystal

Includes

  • 110 invoices per month
  • Unlimited users
  • Unlimited reminders

£69/month + VAT

Billed monthly
Get started
30-day free trial
Includes all features

Onyx

Includes

  • 300 invoices per month
  • Unlimited users
  • Unlimited reminders

£149/month + VAT

Billed monthly
Get started
30-day free trial
Includes all features

Topaz

Includes (monthly)

  • 40 invoices
  • Unlimited users
  • Unlimited reminders

£312/year + VAT

*£26/month
Billed annually
Get started
30-day free trial
Includes all features
Recommended

Crystal

Includes (monthly)

  • 110 invoices
  • Unlimited users
  • Unlimited reminders

£744/year + VAT

*£64/month
Billed annually
Get started
30-day free trial
Includes all features

Onyx

Includes (monthly)

  • 300 invoices
  • Unlimited users
  • Unlimited reminders

£1,608/year + VAT

*£134/month
Billed annually
Get started
30-day free trial
Includes all features

Try Credit-IQ free for 30 days

Make AR headaches become a thing of the past.