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RSM CreditSafe NetSuite Integration

Fast access to credit information from within NetSuite.

CreditSafe are the world’s most used supplier of credit and business information, with available data on more than 240 million companies from over 160 countries.

RSM CreditSafe Integration allows NetSuite users to leverage the CreditSafe database seamlessly into your NetSuite account.

Why Integrate NetSuite with CreditSafe?

  • Get all your credit and company information in your main business environment.
  • Run scheduled reports and get data on companies based on your own fully customizable criteria.
  • Monitor specific companies for changes to their status based on over 200 different monitoring options.
  • Apply the power of NetSuite’s reporting capabilities to the credit information of companies you interact with.
  • Get decisions in seconds from inside NetSuite on new customers based on industry standard credit algorithms run by CreditSafe.
  • Get and store current data about company directors and shareholders.

Key Features

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Searching

Search for companies based on country and a combination of keywords, company registration number and address details.

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Monitoring

Monitor companies for changes based on criteria that is important to your business.

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Reporting

Retrieve detailed company reports and store them in NetSuite.

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Decision Making

Make instant decisions with confidence based on real time data powered by the CreditSafe decision engine.

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Automation

Automate all aspects of the NetSuite/CreditSafe integration. Set reports, monitoring and credit decisions to run based on a fully customizable schedule powered by NetSuite.

Contact Us Today

If you’re ready to find out how RSM UK and NetSuite can help your business, get in touch with a member of our team today. Click the link below to contact our team.

Speak to our team

 

NetSuite CreditSafe Process

 

CreditSafe-flowchart

Some of Our Clients

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