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

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.

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.

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.

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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."

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.

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.

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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 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.

Monthly Annually

save 10%

Try Credit-IQ free for 30 days.

Make AR headaches become a thing of the past.

Try for free

Explore Pricing

8 proven ways to optimize your Accounts Receivable processes and get paid faster

Features that streamline your workflow

Automated reminders

Set-up intuitive workflows that prompt customers to pay faster

Preset templates

Translated reminders

Workflow builder

Final demand

Centralized Tasks

Always know exactly what's happening with every account

Tasks and Actions

Filter by "my tasks."

Assign tasks

Account notes

AR Overview

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

Account balance

Due amount

Overdue invoices

Expected payments

Plans

Topaz

$29/month + tax

Crystal

$69/month + tax

Onyx

$149/month + tax

Topaz

$26/month

Crystal

$62/month

Onyx

$134/month

Make AR headaches become a thing of the past.

Features

Integrations

Resources

Pricing

About us