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Credit Scoring

After retrieving Credit Application and corresponding data, this bot reviews the results and sets the terms in the Accounting/ERP system.

Function:

Accounts Receivable

Steps

  1. Get credit application from either email, web portal or other source.
  2. Login to Dun & Bradstreet and get Credit Ratings.
  3. Use predefined rules to review and determine terms.
  4. Login to Accounting/ERP system.
  5. Add terms to customer account.
  6. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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