Accelerating Growth and Reducing Risk: How Clients Improve Trade Credit Efficiency with Koverly
Challenges
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Manual, slow onboarding processes causing sales delays
Difficulty in managing and assessing credit risk
Lack of integration with existing ERP systems
Inefficient collaboration across sales, finance, and credit departments
Solution
Onboard faster and optimize terms
- Intuitive customer application
- Built in validations
- Speed up your time to first sale by confidently extending competitive and responsible payment terms.
Predict risk and protect your business
- Access comprehensive, always up-to-date signals to anticipate credit risk, limit your exposure and safeguard a health cash flow
Break down silos with real-time connectivity
- Unite sales, finance and customers around a single source of truth
- Track trade activity, identify growth opportunities and monitor risk trends
Results
Quantitative Outcomes
Reduction in onboarding time
Improvement in credit approval speed
Revenue impact (increase in sales or reduced Days Sales Outstanding - DSO)
Qualitative Outcomes
Enhanced customer experience
Improved internal team collaboration
Increased transparency and efficiency in credit management
Customer Onboarding
Branded, Flexible Application Flows
Create unlimited, custom-branded onboarding forms with region- and product-specific questions
Intuitive, Mobile-First Design
Fast, responsive forms designed for any device—streamlining conversions
Real-Time Verification & Data Collection
Synchronous user verification with bank connection, trade reference submission, and bureau reports—providing decision-ready profiles immediately
Workflow and Collaboration Tools
Shared dashboards across finance, sales, and customers to monitor credit use and submission status
Fraud & Verification Suite
Email/domain analysis (age, reputation, blacklist), OTP email verification.
Risk Management
Continuous Risk Monitoring
Ongoing alerts based on signals from banks (balances, NSFs), bureaus, and A/R. Accounts are ranked by change severity
Central Risk Dashboard
Work queue prioritized by signal severity
A/R Intelligence Integration
Monitor spend vs. credit, track DSO trends, analyze aging
Comprehensive Signal View
Combines data across banks, bureaus, references, and A/R for a holistic view of customer risk
Automated Insights
Automated data refreshes allow for replacing scheduled reviews with real-time intelligence
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Decisioning Automation
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Configurable Decision Scorecards
Build tailored scorecards based on key insights from bureaus, bank data, trade references, etc.
Instant Risk Assessments
Auto-fetched bureau reports at application time, with live refresh capability
Bank Data Integration
Real-time balance and liability insights — including NSF alerts — directly via integrations with over 16,000 banks
Automated Trade References
Smart reference requests via email; reminders to improve response; structured data collection and verification
Collaborative Review & Sales Tools
Assign reviewers and configure queues to manage workflow effectively
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Begin your journey
with Koverly
with Koverly
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