UNIFIED CREDIT MANAGEMENT PLATFORM
B2B Credit Operating System

Turn credit risk into a competitive advantage.

SCREDIT helps finance and credit teams streamline customer onboarding, automate credit decisions, analyze financial risk, manage collections, and monitor portfolio exposure. Native apps for suppliers (SCREDIT) and customers (SCONNECT)—submit applications and view status from any device.

Applications in Review

148

High-Risk Exposure

$12.8M

DSO Indicator

42.3

Built for the CFO office

Risk visibility, governance, and cash acceleration

Total monitored exposure

$148.2M

Applications in progress

184

Policy exceptions

11

A/R at elevated risk

$7.9M

Executive risk snapshot

Exposure by segment and trend

The Challenge

Trade credit is too important to run on spreadsheets and emails. Many organizations still manage credit applications, financial reviews, approvals, exposure monitoring, and collections across disconnected systems. SCREDIT brings those processes together so decisions move faster and risk is easier to control.

"SCREDIT unifies onboarding, underwriting, bureau intelligence, approvals, portfolio analytics, AR visibility, and collections execution so teams can move from fragmented work to structured credit operations."

SCREDIT Command Center
Portfolio Risk Dashboard
Live Analytics
Exposure Trend
Last 6 months
Applications in Review
148
+18%
High-Risk Exposure
$12.8M
-6%
DSO Indicator
42.3
-3.4 days

SCREDIT Is Built For...

Ideal Customer Profile

  • Revenue: $10M – $500M+
  • Credit Volume: 50+ monthly applications
  • Team Size: 1-10+ credit team members
  • Geography: Multi-location or remote teams
  • Pain Point: Manual credit processes slowing growth

Distributors & Wholesalers

"Enable sales teams to give instant credit decisions at point of sale. Manage credit for hundreds of customers simultaneously."

Retailers & E-Commerce

"Minimize fraud while approving legitimate customers. Monitor customer base continuously without manual effort."

Financial Institutions

"Automate loan decisioning. Scale origination without scaling underwriting staff. Reduce cost per loan by 60-70%."

Technology & SaaS

"Manage customer credit within your platform. Offer flexible payment terms without manual overhead."

SCREDIT Operating Engine

One connected credit lifecycle built to compound value.

This is not a point solution. SCREDIT aligns onboarding, intelligence, decisioning, portfolio surveillance, and collections into one execution layer that leaders can scale with confidence.

Stage 01

Structured Onboarding

Credit AnalystSalesCustomer

SCREDIT replaces fragmented intake with a single auditable onboarding lane, improving downstream decision quality.

Platform Moves

  • Digitize application intake and required document collection
  • Standardize references and financial package requirements

Board-Level Outputs

  • Cycle-time visibility from submission to decision
  • Lower rework across underwriting and approvals
  • Consistent credit file quality at scale
Investor Signal: Faster pipeline conversion with cleaner first-pass data.
Product Capabilities

A complete operating layer for credit risk, approvals, and receivables.

SCREDIT brings application intake, financial review, policy execution, exposure monitoring, and collections action into one platform.

Digital credit applications

Launch branded applications with document collection, e-signature, trade references, and approval-ready customer profiles.

Risk decision engine

Combine bureau data, financial statement analysis, internal behavior, and policy rules to make consistent credit decisions at scale.

Workflow orchestration

Configure approval matrices, SLAs, escalations, exception routing, and audit trails for enterprise-grade credit governance.

Collections execution

Prioritize accounts by risk and cash impact with work queues, reminders, dispute visibility, promises to pay, and aging analytics.

Construction intelligence

Track job-level exposure, retainage, lien deadlines, bond status, and project-specific risk before issues hit receivables.

Integration-ready platform

Connect ERP, accounting, CRM, bureau, and banking data into one operating layer through APIs and enterprise connectors.

Native mobile apps

SCREDIT app for suppliers and credit teams; SCONNECT app for customers to submit credit applications and view status—plus full web access across devices.

All Credit Data in One Place – Instant Bureau Reports!

SCREDIT connects with your existing stack to create a unified financial operating system.

Credit Bureaus

Seamlessly integrate with major credit bureaus to access real-time credit insights. SCREDIT automates data retrieval, ensuring accuracy while reducing manual workload.

Connects With
ExperianEquifaxTransUnionD&BCreditsafeAnsoniaCoface
  • Pull real-time credit reports directly from the bureau.
  • Eliminate manual report requests and get instant access.
  • Automate credit scoring & decisioning using integrated data.
  • Leverage AI-driven risk assessment for accurate decisions.

ERP & Accounting

Seamlessly integrate SCREDIT with your financial systems to keep invoices, payments, and credit data accurate and up-to-date.

Connects With
SAPNetSuiteQuickBooksXeroMicrosoft Dynamics
  • Ensure financial consistency across all business systems.
  • Sync invoices, payments, and credit limits in real-time.
  • Prevent errors and keep financial records updated effortlessly.
  • Automate financial health checks for accurate risk assessment.

CRM

Bridge the gap between sales and risk teams with automated credit checks and approvals inside your CRM.

Connects With
SalesforceHubSpotZohoMicrosoft Dynamics
  • Enable instant credit decisioning directly from sales workflow.
  • Automate credit approvals & risk analysis within your CRM.
  • Reduce friction and speed up customer onboarding.
  • Access up-to-date credit profiles for informed decisions.

Payment Gateway

Enable seamless payment processing and reduce fraud risks by integrating with leading payment gateways.

Connects With
StripePayPalAuthorize.netAdyenSquare
  • Automate payment verification and transaction tracking.
  • Reduce chargebacks and streamline collections.
  • Reduce fraud risks with AI-powered security checks.
  • Detect suspicious transactions and prevent financial losses.

Business Verification

Ensure regulatory compliance and prevent fraud with automated verification and monitoring.

Connects With
Corporate RegistriesGovernment DatabasesWatchlists
  • Verify business legitimacy instantly.
  • Automate KYC, AML, and UBO verification.
  • Reduce compliance risks with real-time background checks.
  • Stay compliant with global financial regulations.

Tax Certificate Mgmt

Automate the collection, validation, and storage of tax exemption certificates and compliance documents.

Connects With
AvalaraVertexTaxJar
  • Instantly verify tax exemption and resale certificates.
  • Store and manage SSUTA and multi-jurisdiction certificates.
  • Seamless integration with tax authorities.
  • Ensure compliance with automated updates and audit readiness.

Document Storage

Ensure compliance and accessibility with centralized document management.

Connects With
Google DriveDropboxBoxSharePoint
  • Encrypted document storage for sensitive files.
  • AI-powered search to find documents fast.
  • Restrict access and track changes.
  • Secure Cloud Storage.

UCC & Lien Tracking

Mitigate credit risks by monitoring UCC filings and lien data in real time.

Connects With
Secretary of StateCounty Recorders
  • Automate UCC filing checks for secured lending.
  • Reduce risk of lending to businesses with existing claims.
  • Gain visibility into outstanding liens and financial obligations.
  • Ensure your lending decisions are backed by the latest data.

Custom API & Webhooks

Empower your business with flexible API integrations and real-time data synchronization.

Connects With
REST APIGraphQLWebhooks
  • Expose REST & GraphQL APIs for custom integrations.
  • Connect with any system, from legacy apps to cloud platforms.
  • Get real-time updates on credit events and approvals.
  • Support custom workflows & real-time data synchronization.
FEATURE 1

Modernize the full credit lifecycle.

SCREDIT combines onboarding, underwriting, bureau intelligence, approvals, portfolio analytics, AR visibility, and collections execution into one enterprise-grade system.

Credit Onboarding

Digitize customer applications, collect documents, and standardize intake workflows for faster, cleaner reviews.

Financial Statement Analysis

Transform financial statements into structured underwriting intelligence with trends, ratios, and commentary.

Bureau Intelligence

Bring external commercial credit data into onboarding, review, monitoring, and decision workflows.

Approval Workflow

Route decisions by exposure, score, hierarchy, or policy thresholds with full auditability.

Logic_Builder_v2
IF credit_score > 720
AND dti_ratio < 0.45
THEN Approve()
Execution: 45ms
FEATURE 2

Designed for control, scale, and operational depth.

SCREDIT is built for organizations that need role-based permissions, workflow governance, multi-entity visibility, audit trail, and an integration-ready SaaS foundation.

Portfolio Analytics

Monitor concentration, exposure, deterioration, and risk movement across customers and segments.

AR Intelligence

Give finance teams stronger visibility into aging, payment patterns, and cash flow pressure points.

Collections Management

Improve collector productivity with prioritized queues, notes, promise-to-pay tracking, and coordination visibility.

Construction Credit

Support project-linked exposure, job visibility, and lien-sensitive operational workflows.

Live Monitor
Connected
API-Gateway-0125ms
API-Gateway-0230ms
API-Gateway-0335ms
Requests
8,942
Threats
0

Compare the Difference

See why leading finance teams are switching to the modern standard.

CriterionSCREDITRecommendedManual ProcessLegacy Software
Real-Time Scoring
Included
~ (Daily)
Automated Decisioning
Included
~ (Batch)
Integration with Accounting
Included
Manual
Real-Time Monitoring
Included
Approval Time
30 min
3-5 days
1-2 days
Setup Time
2 Weeks
N/A
6 Months

Start in Minutes, Go Live in Weeks

1

Connect Your Data

Authorize credit bureau access, connect to your accounting system, and map your customer data.

2

Define Your Policies

Build credit scoring rules, decision logic, and configure alerts and collections workflows.

3

Test & Launch

Test with sample applications, train your team, and go live with instant approvals.

Frequently Asked Questions

How long does implementation take?
Most customers go live in 2-4 weeks. Typical timeline: Week 1-2 planning and setup, Week 2-3 configuration and testing, Week 3-4 go-live and optimization.
Can SCREDIT work with our existing accounting system?
Yes. SCREDIT integrates with all major ERPs (SAP, Oracle, NetSuite, Microsoft Dynamics) and accounting platforms (QuickBooks, Xero, etc.).
What credit bureaus does SCREDIT connect with?
We integrate with Equifax, Experian, TransUnion, LexisNexis, and 400+ data sources. We also support alternative credit data for customers with thin files.
Can we set custom credit policies?
Absolutely. SCREDIT is built on a flexible rules engine. You define your credit score requirements, income thresholds, industry factors, company age, and payment history expectations.
Is SCREDIT compliant?
Yes. SCREDIT is built with FCRA, ECOA, and SOC-2 compliance in mind, including full audit trails for every decision.