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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.

Industry:

Accounting

Finance

All Industries

Credit & Collections

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.

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