Cloudsquare CreditCloudsquare
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Related Products
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About
Get access to the three major credit bureaus and pull credit reports directly from Salesforce, reducing costly human errors, improving efficiency, and enabling faster and better credit decisions. Cloudsquare Credit is a credit reporting tool that connects to Experian Equifax and Transunion via FactualData enabling underwriters to make credit inquiries directly from within Salesforce. Users get fast and easy access to essential credit check data, the option to run soft or hard pulls, and the ability to fully automate the decision-making process according to their unique business model. Integrate Cloudsquare Credit within your application and underwriting workflows to trigger both soft and hard pulls automatically, reducing human errors and decreasing time-to-decision. All data points from the reports are parsed out individually into Salesforce, meaning you can create sophisticated business logic to automate the qualification process and predetermine what happens next.
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About
We make interacting with your business customers' financial data easy. Start shipping tools to underwrite credit risk, automate accounting, and perform analytics. Provide automated reconciliation and synchronize your business customers' payables and receivables data. Automate accounting reconciliation and dynamically increase credit limits with read and write access to accounting and payments data. Streamline your credit underwriting processes with access to accurate and standardized data. View all customers and vendors, as well as invoices, bills and payments, across any accounting platform. We are committed to maintaining the highest privacy, security and compliance standards for you and your customers’ sensitive information.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises wanting a solution to leverage granular credit data to automate business processes
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Audience
Companies looking for a platform to automate accounting and perform analytics
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$5 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCloudsquare
Founded: 2018
United States
cloudsquare.io/salesforce-products/cs-credit-app/
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Company InformationIntegration Labs
Founded: 2022
India
www.integrationlabs.co
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Alternatives |
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Categories |
Categories |
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Integrations
Accenture Cloud Trade Promotion Management
Cloudsquare Lend
Conga Billing
Docusign
Equifax Account Verification
Experian Connect
Microsoft Dynamics 365 Business Central
MuleSoft Anypoint Platform
NetSuite
Odoo
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Integrations
Accenture Cloud Trade Promotion Management
Cloudsquare Lend
Conga Billing
Docusign
Equifax Account Verification
Experian Connect
Microsoft Dynamics 365 Business Central
MuleSoft Anypoint Platform
NetSuite
Odoo
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