August Innovation Roundup

What's new in Onboard and Manage​

Learn about the latest features and innovations powering your credit assessments and risk management

ONBOARD

Custom decision statuses for your internal approval process, segmented special application decisioning, AI email writing assistance, and more

ApplyEasy

Coming soon

Draft high quality applicant emails with AI assistance

Reduce manual effort and add consistency to applicant email communication with AI email drafting. Quickly generate drafts with one-line instructions, then review emails already populated with applicant and director names, credit limits, and approval status.

ApplyEasy

Coming soon
Beta

Segment businesses for specific decisioning rules and approvals

ApplyEasy now allows you to upload a list of businesses that require a specific set of decisioning criteria – for example, previously defaulted customers, strategic accounts, or any trading partner that requires bespoke decision rules when they apply for new credit.

To join the early beta program for this add-on, contact your account manager or the customer support team

ApplyEasy

Just released

Align new custom decision statuses to your internal approval workflow

You can now request that CreditorWatch configure custom decision status fields beyond the standard “approve,” “refer,” and “reject.” Add interim steps such as “waiting for CFO signoff” and record important details, such as internal codes or specific credit terms, before an application in finalised.

ApplyEasy

Just released

Add ATO defaults as a decision criteria

You can now configure your application approval rules based on the latest ATO tax default information in CreditorWatch, automating consideration of this critical risk factor when assessing new or returning customers.

ApplyEasy

Just released

Lock in trade credit insurance audit trails with approval recommendations download

You can now download an application’s auto-decision recommendation as a PDF directly from ApplyEasy, saving your team manual transcription effort and ensuring information is always accurate and stored in the event of a dispute or insurance claim investigation.

MANAGE

AI guidance on what to do when risk spikes and formal reminders sent directly from CreditorWatch.

Monitoring

Coming soon
Beta

Action Intelligence interprets risk alerts to recommend protective next steps

Introducing generative AI to CreditorWatch, Action Intelligence provides real-time, best practice credit guidance based on recent risk alerts for your monitored entities. Instead of simply telling you something’s changed, Action Intelligence explains a risk event’s significance in context of that business’s full credit history, suggesting protective next steps to reinforce your cashflow and your trade relationships.

To join the early beta program for Action Intelligence, contact your account manager or the customer support team.

Debtor Management

Coming soon

Edit and send reminder and demand letters directly from CreditorWatch

Many businesses rely on CreditorWatch-branded collections letters to drive more reliable payment outcomes. Now, you’ll be able to send letters directly from the CreditorWatch app, saving time and creating a trackable record of debtor communication in the same place you monitor risk.

Related resources

Stepper Desktop Screenshot

What’s new in Manage - July 2026

Learn about July 2026 latest features and innovations powering your customer vetting and credit risk management

What’s new in Manage - June 2026

Learn about June 2026 latest features and innovations powering your customer vetting and credit risk management

What’s new in Manage - May 2026

Learn about May 2026 latest features and innovations powering your customer vetting and credit risk management

Explore the latest updates in Collect

Offer more ways to get paid, turn account data into decisive action and improve team collaboration.

For the latest in accounts receivables automation, visit the Collect August Innovation Roundup.