Credit Decisions in Minutes, Not Days.

The Credit Agent integrates with Equifax, Experian, Dun and Bradstreet, and other major commercial credit bureaus. Bureau configuration is handled during your 4-week implementation and can include multiple bureaus depending on your customer base and geography.

Yes. You can configure separate approval parameters, scoring weights, and escalation rules for different customer segments, industries, or requested credit amounts. The agent routes applications through the appropriate policy set based on Salesforce field values on the account or application record.

The Credit Agent and Risk Management Agent share the same scoring infrastructure. The Credit Agent handles new applications and initial limit-setting. The Risk Management Agent monitors ongoing payment behavior and recalculates risk continuously. When the Risk Management Agent detects deterioration, it can trigger credit hold workflows that the Credit Agent manages.

Yes. Because Quick Receivable runs natively inside Salesforce, it uses your existing account hierarchy. Credit exposure rolls up through parent-child relationships automatically, so your team has consolidated credit utilization visibility across all subsidiaries and divisions of a customer group.

Credit holds are triggered by configurable rules: credit score dropping below a defined threshold, past-due balance exceeding a defined dollar amount or percentage of limit, multiple consecutive broken payment promises, or a significant negative change in bureau data. All triggers and thresholds are set by your credit policy team and can be adjusted at any time without developer assistance.