Automated Decisioning

Reduce bottlenecks and streamline processes with automated credit decisioning backed by industry-best data.

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How Automated Decisioning Can Help You

Flexible, Dynamic Credit Policies

Change your decision process as the needs of your business evolve. Update your decision tree as often as you’d like, without ever disrupting the decisioning process.

Improve Sales and Finance Relationships

Clarifying the decision-making process reduces friction between sales and finance teams. Easily find the right leads that align with your credit policy.

Spend More Time on Results

When automated decisioning gives your team more time, they can focus on big-picture projects. They'll be more able to contribute to growth and strengthen cash flow.

Easy Auditing

An easily accessible record of decisions sits directly in the automated decisioning tool. Full visibility of who made each decision and when makes auditing a breeze.

Streamline Onboarding

Skip clunky manual credit checks – and the mistakes that come with them – and turn deals into revenue much faster.  

Backed by Strong Data

Trust the decisions you make. Standardized, real-time data is available for over 430 million companies in over 200 countries and territories.

49%

Of credit managers believe their current decisioning process is rigid and ineffective.

37%

Of finance managers believe a lack of automation in their finance function is creating more risk for their business.

82%

Of sales professionals say automation lets them focus on building relationships and closing deals.

When Should I Use Automated Decisioning?

When assessing new customers

Take the straightforward decisions off your plate and dedicate more time to the deals that need it.

During periods of business growth

Any authorized employee has the power to quickly make informed calls with automated decisioning. Divert more manpower to other areas and clear roadblocks.

As part of customer onboarding

Skip the complex onboarding credit checks and let us do the heavy lifting. Decrease time to revenue and save your customers time, too.

No-Code Automated Decisioning Made Simple

Check & Decide is a powerful no-code decision automation platform that empowers businesses to streamline decision-making processes without writing a single line of code. Leverage pre-built templates based on industry best practices, driven by metrics and rules tailored for optimal performance. Each decisioning template is fully configurable, enabling you to quickly adapt to evolving business requirements. With Check & Decide, automated decisioning is faster, smarter, and easier than ever.

Perfect for:

  • Credit Managers Seeking greater control with fewer manual tasks
  • Sales Teams Who need to accelerate approvals and maintain deal momentum
  • Finance Departments Aiming to enforce standardized, risk-aligned decisions
  • Operations Leaders Focused on faster onboarding and reduced compliance risk

Still using spreadsheets, email threads, or inconsistent review processes? It’s time to upgrade to a smarter, automated decisioning system with Check & Decide.

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Help Center

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We’ve answered the most common questions to save you time. 

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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.