D&B Finance Analytics Credit Intelligence Features

Customer Credit (5)

Credit Limits: As reported in 33 D&B Finance Analytics Credit Intelligence reviews. Define credit limits per customer or by customer type.
Credit History: Based on 34 D&B Finance Analytics Credit Intelligence reviews. Track the changes made to credit limits and the corresponding reasons.
Credit Limits Adjustment: As reported in 34 D&B Finance Analytics Credit Intelligence reviews. Adjust credit limits manually or automatically (based on pre-defined threasholds).
Integration with Credit Rating Agencies: Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet. This feature was mentioned in 34 D&B Finance Analytics Credit Intelligence reviews.
Credit Limit Suspension: Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount. This feature was mentioned in 33 D&B Finance Analytics Credit Intelligence reviews.

Invoice Matching (4)

Incomplete Payments: Based on 31 D&B Finance Analytics Credit Intelligence reviews. Identify incomplete payments and track the rest of the amount due.
Match Invoices and Payments: Track one to many and many to one relationships between invoices and payments. 31 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Errors and Adjustments: As reported in 31 D&B Finance Analytics Credit Intelligence reviews. Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time.
Cash Application: As reported in 31 D&B Finance Analytics Credit Intelligence reviews. Apply payments to the right Accounts Receivables accounts for each customer.

Collections (4)

Late Payments: Manage late payments by time buckets (30, 60, 90 days). 31 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Disputed Transactions: Based on 31 D&B Finance Analytics Credit Intelligence reviews. Workflows to manage and escalate disputed transactions.
Personalized Customer Messaging: Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing This feature was mentioned in 30 D&B Finance Analytics Credit Intelligence reviews.
Customer Profiles: As reported in 30 D&B Finance Analytics Credit Intelligence reviews. Comprehensive view of customer details for collections agents.

Analytics (6)

At Risk Customers: Based on 32 D&B Finance Analytics Credit Intelligence reviews. Identify and flag customers that are more likely to pay late.
Esimated vs Actual Receipts: As reported in 30 D&B Finance Analytics Credit Intelligence reviews. Calculate the total amount received during a time period and compare with the estimate.
Collections Effectiveness: Use KPIs to monitor the effiency of the collections department. This feature was mentioned in 31 D&B Finance Analytics Credit Intelligence reviews.
Scaleability: Based on 29 D&B Finance Analytics Credit Intelligence reviews. Ability to scale to any collections volume, at any time
Artificial Intelligence: Based on 28 D&B Finance Analytics Credit Intelligence reviews. Maximize engagement using live data, behavioral insights, sentiment analysis and payment history
Compliance Control: Ability to identify and adjust to updated rules and regulations This feature was mentioned in 28 D&B Finance Analytics Credit Intelligence reviews.

Self Service (2)

Data Management (3)

Data Import: Financial information can be imported from multiple sources such as spreadsheets, text files, or databases 37 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Data Consolidation: Based on 37 D&B Finance Analytics Credit Intelligence reviews. Data from multiple systems can be centralized into a single repository
Data Validation: Financial data can be validated to avoid duplicates and errors This feature was mentioned in 37 D&B Finance Analytics Credit Intelligence reviews.

Reporting Structure (3)

Reporting Hierarchy: As reported in 37 D&B Finance Analytics Credit Intelligence reviews. Administrators can define and manage the reporting structure and access rights to each report
Report Templates: Based on 37 D&B Finance Analytics Credit Intelligence reviews. Templates that can be used to create new reports without starting from scratch
Report Types: Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date 38 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.

Standard Analytics (4)

Standard KPIs: As reported in 36 D&B Finance Analytics Credit Intelligence reviews. Include most common financial KPIs such as gross and net profit margin, or working capital
Standard Reports: Based on 38 D&B Finance Analytics Credit Intelligence reviews. Standard financial reports are provided out of the box
Financial Statements: As reported in 37 D&B Finance Analytics Credit Intelligence reviews. Ability to analyze financial statements such as income statement and balance sheet
Drill Down: Based on 37 D&B Finance Analytics Credit Intelligence reviews. Users can drill down to the detail level of each transaction or financial entry

Custom Analytics (5)

Dashboards: Dashboards can be customized to display different types of data from various sources 38 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Custom KPIs: Users can modify standard financial KPIs and metrics 37 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Custom Reports: Allow users to edit reports and to combine multiple reports This feature was mentioned in 37 D&B Finance Analytics Credit Intelligence reviews.
Self Service: As reported in 37 D&B Finance Analytics Credit Intelligence reviews. A dedicated portal for external users with limited access to the system
Multiple Entities: Monitors the financial performance of multiple entities This feature was mentioned in 35 D&B Finance Analytics Credit Intelligence reviews.

Reporting (3)

Status: Based on 14 D&B Finance Analytics Credit Intelligence reviews. Reports on the status of invoices or payments
Customer Credit: Run reports on customer credit 15 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
History: Tracks all transactions, from issuing invoices to payment reminders to receiving payment This feature was mentioned in 14 D&B Finance Analytics Credit Intelligence reviews.

Integrations (3)

Accounting: Based on 14 D&B Finance Analytics Credit Intelligence reviews. Integrates with accounting or similar platforms
ERP: Integrates with ERP systems 14 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
CPM: Integrates with Corporate Performance Management platforms 14 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.

Transactions (3)

Credits: Manages credit limits based on customer credit scores, payment history, or other financial metrics This feature was mentioned in 14 D&B Finance Analytics Credit Intelligence reviews.
Invoices: As reported in 14 D&B Finance Analytics Credit Intelligence reviews. Creates or imports invoices
Payments: As reported in 14 D&B Finance Analytics Credit Intelligence reviews. Collects different payment types and manages payment terms

Workflows (2)

Agentic AI - Accounts Receivable Automation (1)

Agentic AI - Credit and Collections (3)

Autonomous Task Execution: Capability to perform complex tasks without constant human input 16 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Multi-step Planning: Ability to break down and plan multi-step processes 15 reviewers of D&B Finance Analytics Credit Intelligence have provided feedback on this feature.
Adaptive Learning: Based on 16 D&B Finance Analytics Credit Intelligence reviews. Improves performance based on feedback and experience

Agentic AI - Financial Analysis (2)

AI - Accounts Receivable (3)

Generative: Based on 10 D&B Finance Analytics Credit Intelligence reviews. Sends automated messages and reminders, resolves disputes, or does proactive outreach.
Responses: Responds to basic questions from inbound emails. This feature was mentioned in 10 D&B Finance Analytics Credit Intelligence reviews.
Predictive Analytics: Analyzes past transactions to make a prediction of when future payments are likely to be paid. This feature was mentioned in 10 D&B Finance Analytics Credit Intelligence reviews.