Solutions
Onboard new customers with confidenceEnable customers to pay on timeEmpower Accounts Receivable to collectReduce credit card fees and drive ACH paymentsEliminate payment risk with autopayInstant credit decisions with cross-vendor insightMonitor sales, payments, and riskDedicated customer supportConnect the sales team with real-time data
TestimonialsPartnersIntegrationsBlog
SupportLog InSchedule Demo
Onboard new customers with confidenceEnable customers to pay on timeEmpower Accounts Receivable to collectReduce credit card fees and drive ACH paymentsEliminate payment risk with autopayInstant credit decisions with cross-vendor insightMonitor sales, payments, and riskDedicated customer supportConnect the sales team with real-time data
TestimonialsPartnersIntegrationsBlog
SupportLog InSchedule Demo

Onboard new customers with confidence

De-risk customer onboarding while streamlining your credit application process
Drive online payments
80%
of customers set up ACH or cards
Onboard customers faster
70%
submitted in under 45 minutes
Reduce payment risk by requiring Autopay or a payment method on file from the start
Access data on how prospects pay other vendors
Cut approval times by relying less on slow trade references
Capture instant bank data and stop contacting banks
Automate trade references to save time
Create up to 10 unique online forms
“The New Customer Form simplifies the process for customers and saves me time… I no longer need to request missing information and follow up with the sous chef, manager, accountant, etc. to get the information I need.”
— Keith Koehler
Lead Miller, Barton Springs Mill
“We’ve had many people say they like the streamlined onboarding process. It’s not a pat on the back for me, but I take it as one because we did something right!”
— Jody Delgado
Farm to Table, Head of AR

Grow your business and reduce payment risk

Schedule a demo