Insights & Perspectives
Explore our latest articles on credit management, B2B finance, and industry trends.
Start with the Academy.
Our long-form guides are where we write about the work itself — statement analysis, scorecards, liens and waivers, collections design. Written by the team, not a content farm. Short-form posts will appear here; the substance is already below.
How to Evaluate Credit Management Software: Ten Questions to Ask Any Vendor
A practical evaluation framework for buying B2B credit software: ten questions that separate a good demo from a good product, what a strong answer sounds like, and when you do not need a platform at all.
12 min readCredit OperationsBuilding a Credit Watchlist That Catches Deterioration Early
How to design credit watchlists that work: choosing signals that lead rather than lag, writing entry and exit criteria, sizing the list to the capacity that works it, and tuning it once it is live.
11 min readFinancial AnalysisHow to Evaluate a Supplier's Financial Health
A credit analyst's method applied to the vendors you buy from: what to request, which ratios predict a supplier failing rather than a customer defaulting, what to do when they will not share financials, and how to turn the analysis into a decision.
11 min readTax & ComplianceTax Exemption Certificates: A Guide for Credit and AR Teams
What an exemption certificate is, who issues it, why the seller carries the audit exposure rather than the buyer, and what a credit department is actually responsible for keeping on file.
12 min readTax & ComplianceCollecting Exemption Certificates From Customers Without Chasing Them
Why certificates arrive late, who at the customer can actually sign one, and how to ask so that the answer comes back the first time.
9 min readTax & ComplianceCertificate Expiry and Renewal: Building a Process That Does Not Depend on Memory
Why "valid until revoked" is not the same as "never review", the three dates that matter, and how to build a renewal cycle that survives a resignation.
9 min read