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Tired of the Cumbersome Credit and Risk Assessment Process?
We Got IT.

bSure is a Cloud-Based Credit Management Solution that Automates Customer Credit Review Processes.

bSure helps organizations assess and manage customer credit worthiness, enabling near real-time critical business decision-making by providing visibility into customers’ A/R. bSure’s end-to-end automation of credit review processes enables organizations to eliminate paperwork, drive efficiency through seamless workflows, improve collaboration, and expedite the review of customer credit information and documentation.

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bSure Features

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Automated Workflows

Credit analysis and review; multi-level workflows; credit limit management, audit trails

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Customer Accounts

Ease of access; comprehensive search; quick visibility into high-impact customers

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Collaboration

Discussion boards and messages, task assignment and tracking; multi-function collaboration

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Security

User profile management authentication; authorization

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Integration

Integration with credit bureaus and ERP for seamless process

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Reports and Dashboards

Executive dashboards for high-level visibility and decision making

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Configuration

All attributes tied to an account; configurable account hierarchy; configurable workflows

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Repository

Streamlined, structured repositories of financial details

  • Automate your entire credit review process
  • Make critical credit decisions in real time.
  • Identify high-profile customer account and manage credit lines.
  • Gain seamless access to information across CRM systems, credit bureaus, ERP systems and other external systems.
  • Get reports and dashboards for increased visibility and easy decision making.
  • Establish cross-functional and cross-geographic collaboration.
  • Minimize risk to your A/R.
  • Anytime / anywhere accessibility
  • Streamlined workflows and reduced paperwork
  • Efficient account management through real-time collaboration for critical credit decisions
  • Timely implementation of all decisions related to customer credit
  • Quick access to audit trails for key customer reviews
  • Efficiency and savings due to reduced manual paperwork

Big Problems? Real-World Solutions.

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Get Rid of Cumbersome Paper Work Required for Your Credit & Risk Assessment

With bSure, you can say “goodbye” to the cumbersome paperwork associated with your credit and risk assessments.

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Credit Review Solution: Automate Credit Review Processes with bSure

Explore how a major CPG company expedited its credit review process in a way that integrated existing systems and worked with credit bureaus.

Read The case study

Want to automate your credit review
processes?

Lakshmi leads the bSure service team for one of Vertex’s largest customers. She ensures bSure’s near 24/7 availability and high level of customer satisfaction. As the conduit between the customer team and Vertex’s developers, she handles all bSure related updates and enhancements, transforming business needs into productive solutions. “Customer-first” is her mantra. At leisure, she spends time with her family watching movies and listening to music.

Inspire. Innovate. Implement.
We Got IT.

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Lakshmi Swamy

Business Systems Analyst
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