Truverto provides automated credit reviews and business risk scores that integrate directly with accounting and ERP platforms such as QuickBooks and Microsoft Business Central. Its AI‑driven Microsoft Teams chat agent lets finance and sales teams retrieve up‑to‑date credit insights, forecast collections, and streamline underwriting, reducing manual effort and accelerating decision‑making for new customers.
Funding
Funding not disclosed
Founders
Product
Problem
Finance teams often rely on manual credit checks and disparate data sources, leading to slow underwriting, increased workload, and higher risk of extending credit to unreliable customers.
Solution
Truverto offers an AI-powered platform that automates credit reviews and generates business risk scores in real time. The service integrates directly with accounting systems such as QuickBooks and Microsoft Business Central, pulling financial data without manual entry. Users can query credit information through a Microsoft Teams chat agent, receiving instant insights on creditworthiness, D‑U‑N‑S identifiers, and industry codes. Automated analyses also produce collections forecasts, helping finance teams predict payment behavior and flag potential defaults. By consolidating credit bureau data, trade exchange information, and internal payment histories, Truverto streamlines underwriting and reduces the time and cost associated with traditional credit assessments.
Target Audience
Primary customers are finance and credit teams at small to mid-sized businesses that need efficient underwriting, as well as sales organizations seeking real-time credit visibility on prospects.
Features
- AI-driven credit scoring and risk assessment that updates continuously with fresh data
- Seamless two-way integration with QuickBooks, Microsoft Business Central, and other ERP/accounting platforms
- Microsoft Teams chat agent for on-demand credit queries and instant results within the workflow
- Automated collections forecasting based on payment history and credit bureau information
- Inclusion of D‑U‑N‑S numbers, Safe Numbers, industry codes, and Dun & Bradstreet Global Trade Exchange data
- Creditsafe Trade Payment Program automation for enhanced trade credit insights