CredSyncAI Features

Sync your billing. Control your credit.

Explore the powerful features that automate your credit control process and accelerate your cash flow.

AI-Powered Credit Risk Management

Smart Credit Scoring

Automatically evaluate customer creditworthiness using AI.

Real-Time Risk Alerts

Get notified when customer risk levels change.

Auto Credit Limit Adjustments

Adjust limits based on payment behavior.

External API Monitoring

Track changes from Companies House, credit agencies, etc.

Watchlist Management

Create multiple watchlists to prioritize credit monitoring.

Custom Risk Monitoring

Monitor changes like director updates, registered office changes, and due filings.

Automated Payment Chasing

Multi-Stage Reminders

Gentle before due, strong after due, escalating to legal.

Multi-Channel Communication

Email, SMS, WhatsApp, Auto-Call, Postal Letters.

Click-to-Pay Links

Embedded in all reminders for instant payment.

Auto-Call Voice Reminders

Text-to-speech calls personalized to each debtor.

Recommended Chasing Times

AI-optimized follow-up timing.

Integrated Payments & Collections

Multiple Payment Methods

Direct Debit (ACH, SEPA), Stripe, PayPal, Open Banking.

One-Click Payment Links

Seamless customer checkout experience.

Auto-Reconciliation

Payments matched to invoices automatically.

Partial & Scheduled Payments

Let customers pay in chunks or via plans.

Invoice, Payment & Dispute Management

Invoice Dashboard

View and filter all customer invoices.

Payment Plan Module

Track and manage installment plans per invoice.

Payment History Logs

Detailed success, failure, and method-based tracking.

Dispute Resolution Workflow

Portal-based dispute tracking with escalation and AI suggestions.

Integration & Data Import

Accounting & Billing Software

Connect with QuickBooks, Xero, WHMCS, SAP, NetSuite, Zoho, etc.

CSV/Excel Uploads

Import outstanding customer payment data in seconds.

API & Webhook Ready

Build custom integrations and automations.

Revenue & Forecasting Analytics

Real-Time Revenue Dashboards

See last month, 6-month, yearly, and lifetime revenue.

Cash Flow Forecasting

Predict inflows and late payments with AI.

Customer Segmentation

Tailored collection strategies by risk & behavior.

Service Suspension & Recovery

Configurable Suspension Flows

Auto-bar mobile services, throttle broadband, restrict subscriptions.

Manual Suspension Reporting

For non-API providers, generate actionable reports.

Auto-Restore on Payment

Automatically reinstate services when dues are cleared.

Grace Period Rules & Alerts

Notify before final suspension.

Notifications & Communication

Omni-Channel Support

Email, SMS, WhatsApp, Voice, Letters.

Custom Notification Templates

Per customer segment and risk score.

Legal Letters & Escalation Notices

Auto-generated for overdue accounts.

Meeting Scheduling

Auto-send Google Meet/Teams links for follow-up calls.

AI Collection Assistant

Workflow Automation

Auto-send reminders, calls, meeting invites.

Smart Routing

Escalate to human, legal, or recovery teams.

Conversation Logs

Tracks all communication attempts and responses.

Dashboards & Reporting

Live Customer Risk Profiles

Real-time monitoring of customer risk levels.

Aging Reports

Detailed 30/60/90+ day aging reports.

Collection Effectiveness Score

Track and improve your collection performance.

Team Performance Tracking

Monitor individual and team collection metrics.

Exportable Reports

Download reports in PDF and Excel formats.

Security & Compliance

GDPR-Compliant Data Handling

Ensure all customer data is processed according to regulations.

Role-Based Access Control

Limit access to sensitive information based on user roles.

Audit Logs & History

Track all system actions for compliance and security.

Encrypted Payment Data Processing

Secure handling of all payment information.

Ready to transform your credit control?

Start your 14-day free trial today. No credit card required.