What is Risk Insights? (US)
Risk Insights puts customer credit information next to your Sage 50 data, so you can make practical decisions about who to offer credit to.
Risk Insights combines credit information from a leading credit bureau with the invoice and payment data from your Sage 50 company. Together, they show you how financially healthy your customers are and how much they owe you.
It's more than just credit reports (although you have access to these too!). Use it for everyday decisions like these:
Situation | What Risk Insights shows you |
|---|---|
A customer places a larger order than usual | Their risk band and recommended credit limit, next to how much they already owe you |
A customer asks for longer payment terms | How they pay other businesses (average days beyond terms) and whether their credit score is rising or falling |
You're deciding who to follow up with first when chasing late payments | Which customers carry the most risk and have the oldest or largest unpaid invoices |
A new business wants to buy on credit | Their company credit profile, before you agree terms |
What's included on your plan
Feature | What it is |
|---|---|
Credit summaries | Unlimited. Risk band, recommended credit limit and average days beyond terms for a company |
Full credit reports | 25 per rolling 12 months. Detailed credit score, financials, payment history and events for a company |
Credit risk alerts | Notifications when a customer's credit risk changes or they owe you more than their credit limit |
Ledger reports | Your largest and oldest open invoices, and where your risk is concentrated by days overdue and industry |
Risk Insights gives you information to support your decisions. It doesn't make decisions for you, and it doesn't change who receives reminders in Credit Control.
See How do I use Risk Insights? (US) to get started.
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