What is Risk Insights?

Satago’s Risk Insights is your all-in-one tool for making smarter credit decisions and protecting your business cashflow. By combining real-time credit data with your accounting information, Risk Insights helps you understand your customers’ financial health, spot potential risks early, and make confident decisions about who to do business with.

Why use Risk Insights?

Risk Insights gives you the clarity and control you need to:

Reduce uncertainty about new and existing customers
Assess creditworthiness before offering terms
Monitor outstanding balances against credit limits
Receive alerts when a customer’s risk status changes
Avoid bad debt by identifying potential late or unpaid invoices early

Key Features

Full Credit Reports: Access comprehensive financials, payment history, and credit scores (including CreditSafe data) for your customers. These reports help you understand the full risk profile before extending credit.
Credit Summaries: Quickly view each customer’s balance, credit limit, and payment trends to make informed decisions at a glance.
Credit Limit Breaches: Get automatic alerts when a customer exceeds their credit limit, so you can take action before issues arise.
Debtor Book Analysis: Analyse your outstanding invoices and identify customers who may pose a payment risk.
Integrated Platform: Access all risk data directly from the same platform where you manage credit control and invoice finance.

How does Risk Insights help your business?

Protect your cashflow: By spotting payment risks early, you can avoid late or unpaid invoices and keep your business running smoothly.
Make informed decisions: Use real-time data to set appropriate credit limits and decide which customers are safe to extend credit to.
Stay ahead of risks: Monitor your debtor book’s risk profile and receive timely alerts to take proactive steps.

Who can benefit from Risk Insights?

Risk Insights is designed for any business that offers credit terms to customers. Whether you’re onboarding new clients or managing existing relationships, Risk Insights gives you the tools to:

Reduce the risk of bad debt
Improve cashflow forecasting
Strengthen your credit control processes

Learn more

Certain features may depend on your subscription plan. For any further help, please contact our customer success team via the Satago Help Centre.