Direct, manual, or API: Choose the integration that brings your credit and receivables insights together in one system
In credit and receivables management, accuracy and time are money. Every hour spent jumping between credit reports, accounting dashboards, aged trial balance spreadsheets, your CRM, and your inbox to figure out where risk sits is an hour you're not devoting to getting paid.
CreditorWatch offers a range of options to help you bring the details together effortlessly, from direct, secure accounting platform integrations to enterprise-grade APIs. Prefer more granular control? You can also upload aged trial balance data with smart AI mapping to support full portfolio analysis.
Perfect for businesses with smaller debtor books, Debtor Management is an invoice escalation tool that helps you understand which debts carry the highest risk so you can recover what's owed while your customers are still trading.
Syncing your accounting software with Debtor Management takes less than five minutes, and gives you:
When you integrate your accounting system with Collect, you can standardise your receivables process at scale, with day-to-day follow-ups that run automatically across email, SMS, and calls, to take the low-value work off your AR team. Escalation stays structured, so process holds and relationships don't break.
Collect also syncs with leading payment providers, so debtors can pay on the spot: a "Pay Now" button in every email and SMS reminder, and one-click reconciliation back into your ERP.
CreditorWatch APIs surface our unique credit insights directly inside your ERP, CRM, or third-party system, and can be configured to suit your business needs and processes.
Whether you want the full product suite synced to your financial systems, or just need a single report, our APIs can support it. Our team of implementation experts guides you through the whole build — from customer onboarding and credit assessment to ongoing monitoring and portfolio management.
Many CreditorWatch products allow you to manually upload your ATB data. DebtorLogic, Lender Insights, and Collect all accept standardised aged trial balance uploads, so you control how often and how deeply you integrate.
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