United Kingdom
United States
Spain
Netherlands
Portugal
France
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.
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.
Automated reminders
Tailor automated email workflows to match your business processes, branding, and customer location. Or start faster with pre-set templates.
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Set-up intuitive workflows that prompt customers to pay faster
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.
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.
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Always know exactly what’s happening with every account.
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.
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.
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See every detail of your incoming cash-flow with intuitive dashboards.
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
Debt Collection
Credit-IQ empowers you to take control of debt collection while giving you the flexibility to choose how and when to use it. With real-time insights, automation, and professional support from Atradius Collections, you'll recover overdue payments faster and with less hassle.
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Start your debt collection process with confidence
Optional and automated
Enable the feature with ease, based on your accounts receivable strategy. Once activated, the process runs automatically.
Comprehensive monitoring
Follow-up on debt collection cases in real-time. From detailed updates to case statuses provided by Atradius Collections — you’ll always have full visibility over your portfolio.
Seamless integration
By integrating with Atradius Collections, Credit-IQ ensures professional management of your debt collection cases. Guaranteeing efficiency every time.
Pre-dunning to Third-Party Collection escalation
Tailor your workflows by choosing whether to include debt collection or not. Credit-IQ automatically initiates the process, taking care of the escalation seamlessly.
Plans
We have a plan that fits your needs
Topaz
Includes
- 40 invoices
- 2 final demand letters
- Pre-set templates and workflows
- Pre-set reminders in 8 languages
- Unilmited users
- Unlimited reminders
Crystal
Includes
- 110 invoices
- 5 final demand letters
- Pre-set templates and workflows
- Pre-set reminders in 8 languages
- Unlimited users
- Unlimited reminders
£69/month + VAT
Get a 30-day free trial when signing up
Need a different plan? Contact us! Onyx
Includes
- 300 invoices
- 15 final demand letters
- Pre-set templates and workflows
- Pre-set reminders in 8 languages
- Unlimited users
- Unlimited reminders
Topaz
Includes
- 40 invoices per month
- 2 final demand letters per month
- Pre-set templates and workflows
- Pre-set reminders in 8 languages
- Unlimited users
- Unlimited reminders
£26/month
*£312/year + VAT
Billed annually
Get a 30-day free trial when signing up
Crystal
Includes
- 110 invoices per month
- 5 final demand letters per month
- Pre-set templates and workflows
- Pre-set reminders in 8 languages
- Unlimited user
- Unlimited reminders
£62/month
*£744/year + VAT
Billed annually
Get a 30-day free trial when signing up
Need a different plan? Contact us! Onyx
Includes
- 300 invoices per month
- 15 final demand letters per month
- Pre-set templates and workflows
- Pre-set reminders in 8 languages
- Unlimited users
- Unlimited reminders
£134/month
*£1,608/year + VAT
Billed annually
Get a 30-day free trial when signing up