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Integrate D&B credit data into Exact

Exact integratie
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No code integration

Reliable credit information automated in Exact

With the Exact Online integration of D&B, you automatically see all relevant credit information about a prospect or customer in Exact. Automate your payment terms based on real-time credit information and prevent bad debtors.
Payment reminders tailored to creditworthiness
Perfect segmentation of payments by industry
Acceptance policy based on D&B compliance and credit data
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The benefits of D&B data in Exact

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Payment reminders tailored to creditworthiness

Send automatic reminders based on creditworthiness. Adjust your financial strategy per customer and receive timely payments. This way, you act proactively and reduce collection costs later.

Perfect segmentation of payments by industry

Gain insight into the payment behavior of your customers by industry. See how much risk is in your portfolio and adjust any payment arrangements accordingly.

Acceptance policy based on D&B compliance and credit data

Automate your acceptance policy based on creditworthiness. Adjust payment terms based on financial health. This way, you only bring in customers you are sure can pay the bill (on time).
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Frequently asked questions about this integration
With this integration, you automatically gain access to relevant credit information of prospects and customers directly in Exact. This helps you set payment terms and prevent bad debtors.
Automatic payment reminders: Tailored to creditworthiness for a proactive approach.
Segmentation by industry: Gain insight into payment behavior and risks by sector.
Compliance-based acceptance policy: Automate your terms based on credit data.
By using real-time credit information, you can automate payment terms and acceptance policies. This way, you only close deals with customers you are sure can meet their financial obligations.
Yes, this Zapier integration requires no coding and is easy to implement in Exact.
This solution is ideal for companies using Exact who want to streamline their financial processes, such as organizations in credit management, finance, and compliance.
Please contact us at this page for more information or a demo.
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