Credit Portfolio Management
Get instant alerts when your customers’ credit status changes so you can act fast, protect your revenue, and avoid costly surprises.
Why smart businesses trust Creditsafe’s Credit Portfolio Management
Managing customer credit risk isn’t a once‑a‑year task, it’s a daily reality. Creditsafe keeps you informed with real‑time insights so you can make confident decisions, strengthen cash flow, and protect your bottom line.
24/7 Monitoring
Receive real‑time email alerts the moment your customers’ credit scores, payment trends, or limits shift, so you can take action immediately.
Adjust Credit Terms
When payment behaviour or credit limits change, you’ll know it’s time to renegotiate, tighten terms, or request guarantees to protect your cash flow.
Minimize risks
With portfolio‑wide visibility, you can identify high‑risk accounts early and take proactive steps to avoid late payments, defaults, and lost revenue.
These stats might surprise you
81%
of businesses chase customers up to 4 times for payments
61%
of businesses don’t always analyze trade payments before onboarding customers
66%
of companies see frequent late payments as sign of bankruptcy risk
Unlock Smarter, Faster Credit Decisions
With Creditsafe’s Credit Portfolio Management, you don’t just track credit risk, you stay ahead of it. Our intelligent monitoring, automation, and actionable insights give you the confidence to make better decisions, protect cash flow, and drive sustainable growth.
Real-Time Monitoring of Customer Risk
Spot credit changes the instant they happen, anywhere in the world.
Monitor scores, financials, legal status, and payment behavior in real time across 49+ countries and get instant alerts so you can act fast to protect your business from emerging risks.
Streamlined Processes and Efficiency
Manage credit from onboarding to collections by onsolidating decisions, monitoring, and collections into a single, intuitive platform and eliminate duplication and speed up approvals with automated compliance checks.
More Accurate Data Quality and Insights
Trust your data every time.
Access enriched company profiles from 9,000+ global sources and get real‑time updates in your CRM or ERP, reducing errors and boosting accuracy.
Proactive, Effective Risk Assessments
Know who you’re doing business with before issues arise.
Use predictive scores and trade payment data to assess new and existing clients by automating alerts and rules to stay ahead of deteriorating credit conditions.
Automation of Credit Policy Processes
Enforce your credit rules without lifting a finger. Automate approvals, reassessments, and compliance checks with preset rules and integrate seamlessly with web tools, APIs, or Salesforce to save up to 70% of decision‑making time.
More Reliable Credit Decisions
Make confident choices backed by complete insight. Combine external credit data with your own trade experiences and use current and historic payment behavior for consistent, risk‑aligned decisions.
Don’t just take our word for it
The best way to showcase our commitment is through the experiences and stories of the businesses who use Creditsafe products.
Credit risk data you can trust
Creditsafe holds data on over 430 million businesses worldwide. Our data comes from over 9,000 trusted and official sources – and it’s updated 5 million times a day. When you use Creditsafe business credit reports, you know the data is robust and reliable.
Know Any Business, Anywhere
Access credit intelligence on over 430 million businesses worldwide. Expand confidently into new markets knowing you have reliable, up‑to‑date risk data at your fingertips.
Uncover Hidden Connections
Uncover hidden business connections with full visibility into global group structures, shareholder information, and ownership networks, helping you spot risks and opportunities before they impact you.
Quicker Insights
Seamlessly integrate our data into your workflow and get answers quickly. From credit checks to portfolio analysis, you’ll have the insights you need faster.
Help Center
Need Help? Start Here.
We’ve answered the most common questions to save you time.
For more FAQs, please visit our FAQ section
To test our data you can claim a free business credit report or call us on (855) 551-6903
Your first business credit report is free and we offer this as a demonstration of our services.
Every business is different, with different requirements; this is why we like to speak to our customers to ensure your package is as cost effective as possible. Simply call us on (855)551-6903, or complete the contact form.
Creditsafe offers various methods of payment. This can all be discussed during your discovery call with us.
Every Creditsafe customer is assigned an Account Manager. We pride ourselves on our account management and this is one of the reasons we are voted the best B2B credit bureau in the United States.
