Credit Report Integration (CRI)

Credit reports and automated data monitoring directly in Monitor ERP.

Get started with CRI

Credit information integrated into your ERP system

Credit Report Integration (CRI) gives you access to credit reports and automatically updates customer and supplier data directly in Monitor ERP. Through continuous monitoring, potential risks can be spotted earlier, and you can make more informed business decisions.

More security and less risk

View the current credit rating and recommended credit limit directly in Monitor ERP. You'll also receive notifications whenever a credit rating changes.

Better control

High-risk customers are automatically flagged or blocked when quotes, customer orders, and invoices are entered.

Work more efficiently

Access the full credit report directly in Monitor ERP and have all key information in one place.

Here's why you should use Credit Report Integration

With Credit Report Integration, you get credit information in the same place that decisions are made. This makes it easier to assess new customers, monitor existing business relationships, and take timely action when the risk profile changes. 

You can choose whether to retrieve credit information manually or have it updated on an ongoing basis. Regardless of the approach you take, you’ll have access to the information you need to make the right decision directly within Monitor ERP.

A woman sitting in front of a laptop computer.

Features for effective credit screening and risk management

Features

  • Current credit rating
  • Recommended credit limit
  • Credit report available directly in the system
  • Notifications for important changes
  • Notification or block on the customer when registering a quote, customer order, or invoice
  • Manual or ongoing updates to credit information
A woman is holding a tablet displaying a digital invoice.

Frequently asked questions about Credit Report Integration

What do I need to get started with Credit Report Integration?

To get started with Credit Report Integration, you'll need:

  • Creditsafe Connect API Subscription

  • CRI license

  • Configuration in Monitor ERP.

Contact our sales department, and they'll help you get started.

In which countries does Credit Report Integration work?

Sweden, Norway, Denmark, Germany, and the United Kingdom.