Credit Checks

Automate Your Credit Checks

Eliminate manual credit checks with a custom automation workflow. Built by Harvard-educated experts, our solutions save mid-market Australian businesses 10+ hours/week on average.

10+ hours/week

Time saved

$2,000+/month

Cost reduction

98%

Client retention

2 weeks

First prototype

Book Free Assessment View All Workflows

The Problem

Manual credit checks creates these challenges for businesses.

No visibility into credit checks status means decisions are made on outdated information

Staff turnover creates risk because credit checks knowledge lives in people's heads, not systems

Inconsistent credit checks outputs undermine client trust and team confidence

Compliance and audit requirements around credit checks add yet another layer of manual work

Automated Workflow

Here is how we automate your credit checks end to end.

Credit Request

Trigger credit check when a new customer requests payment terms or exceeds threshold.

✓ Tool: HubSpot
✓ Action: Initiate check

Data Gathering

Collect business registration details, ABN verification, and trade references.

✓ Tool: Zapier
✓ Action: Gather data

Risk Assessment

Score the customer based on business age, industry, payment history, and financial indicators.

✓ Tool: Google Sheets
✓ Action: Assess risk

Decision & Limits

Apply credit decision rules to set appropriate credit limits and terms.

✓ Tool: Zapier
✓ Action: Set credit limit

Notification

Notify the sales team and customer of the credit decision and approved terms.

✓ Tool: Email
✓ Action: Send notification

Accounting Setup

Configure the approved credit terms in your accounting system automatically.

✓ Tool: Xero
✓ Action: Update account

Tools Involved

We connect these tools into a seamless automated workflow.

HubSpot

Zapier

Google Sheets

Xero

Benefits

What you gain when you automate credit checks.

Reduce Errors and Rework in Credit Checks

Automated credit checks eliminates typos, missed steps, and human error. Every task follows the same validated process, every time.

Scale Credit Checks Without Scaling Headcount

Handle double or triple the credit checks volume without hiring additional staff. Automation absorbs growth so your team stays lean and focused.

Free Your Team from Repetitive Credit Checks

Nobody joined your team to do manual credit checks. Automation handles the repetitive work so your people can focus on strategy, creativity, and client relationships.

Credit Checks That Meets Compliance Standards

Every step in your credit checks automation is logged, timestamped, and traceable. Meet audit and regulatory requirements without extra effort.

Credit Checks Automation FAQ

We follow a phased approach for credit checks automation: discovery in week one, a working prototype by 2 weeks, and full implementation within 4-8 weeks. Each phase is tested with your team before moving forward.

We integrate with HubSpot, Zapier, Google Sheets and 150+ other platforms. During the free assessment we map every tool in your workflow and design the integration strategy before writing a single line of code.

Every credit checks automation is scoped individually because your workflow is unique. We price based on complexity and integration count, then show you the projected time and cost savings so you can evaluate ROI before committing.

No. We build automation around your existing tools and processes. Our approach is to enhance what you already have, not force you onto new platforms. We connect your current systems together so data flows automatically without your team changing how they work.

Every workflow includes built-in safeguards: automatic retries for temporary failures, clear error notifications, and fallback paths for edge cases. Our 98% client retention rate reflects the reliability our clients experience long after launch.

Definitely. A phased rollout lets us tackle the biggest pain points in your credit checks process first. Each phase is standalone and delivers measurable value, so you are never waiting months to see results.