How do I match my organisation?

Once you have connected your accounting package, the next step is to match your company to the database - this will enable you to keep tabs on your own credit rating.

It's also required if you'd like to apply for invoice finance.

From the taskboard, you just need to click 'Match you organisation'

Open

You can then search for your company from the dropdown, by typing in your company name, or registration number.

Open

Once you've found your company, select it and it will automatically update for you. You'll now be able to report on your risk bandings.