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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

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

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