United States
United Kingdom
Spain
Netherlands
Portugal
France
Preset 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
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.
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.
Get everyone on the same page
Always know exactly what’s happening with every account.
Centralized 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."
Eliminate noise and focus on the stuff that matters to you. See what tasks you need to do and by when at a glance, helping you to have more productive days.
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 visualize 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 utilizing 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
- 2 Final Demand Letters per month
Recommended
Crystal
Includes
- 110 invoices per month
- Unlimited users
- Unlimited reminders
- 5 Final Demand Letters per month
Onyx
Includes
- 300 invoices per month
- Unlimited users
- Unlimited reminders
- 15 Final Demand Letters per month
Topaz
Includes (monthly)
- 40 invoices
- Unlimited users
- Unlimited reminders
- 2 Final Demand Letters
Recommended
Crystal
Includes (monthly)
- 110 invoices
- Unlimited users
- Unlimited reminders
- 5 Final Demand Letters
Onyx
Includes (monthly)
- 300 invoices
- Unlimited users
- Unlimited reminders
- 15 Final Demand Letters