Truverto: Automated Credit Reviews & AR Intelligence
par TRUVERTO LLC
Turn credit approvals into a sales advantage, clean your customer master data, and save time.
For growing mid-market businesses, managing trade credit and maintaining clean customer data shouldn't be a manual bottleneck. When your accounting team lacks the data, analytics and automation they need, then the routine credit reviews pile up, sales deals stall, and forecasting cash flow becomes less accurate. Truverto augments your finance team by integrating seamlessly with Microsoft Dynamics 365 Business Central to act as your accounts receivable co-pilot taking the manual friction out of the order-to-cash process.
Enrich Your System of Record. Stop fighting dirty data. Truverto automatically syncs with leading credit bureaus like Creditsafe and Dun & Bradstreet to validate and update your customer master file. Ensure you always have the correct corporate hierarchy, industry codes, and verified contact details driving your financial decisions.
Make Credit a Sales Advantage, Not a Hurdle. Truverto bridges the gap between Sales and Finance. By automating the routine credit review process, you give your sales team the immediate green light to close deals faster. Meanwhile, Finance gets an automated 8-week collections forecast based on actual payment behaviors, allowing your team to proactively manage risk, prioritize collections, and protect your margins without needing to add headcount.
Key Benefits
Turn Credit Reviews into a Sales Advantage: Automated and ongoing credit reviews proactively find opportunities to safely sell more to customers. Speed up credit reviews give your sales team a data-backed "green light" to confidently close deals faster.
Save time and improve effectiveness: Empower your AR team by using Truverto to handle the routine, time-consuming work of credit reviews and portfolio monitoring so your team can focus on higher value activities.
Clean & Enrich Master Data: Truverto automatically verifies your customers’ legal names, addresses, and D-U-N-S numbers to build “golden records” in your customer master list.
8-Week Collections Forecast: No more manual spreadsheets. Truverto uses your customers' Average Days To Pay (ADTP) and risk metrics to predict when each invoice will be paid. Have an email of the forecast directly to your team every Monday morning.