Newsletter September 2023

The Key to Financial Insights 🔑

Prepare to embark on a captivating financial journey! Our recent webinar, “Maximize the utility of SAT reports: Uncover CRiskCo’s new features in structure, default, and risks” delved into our latest features and how they simplify and enhance the underwriting process

Don’t miss out on your chance to:

🚀 Elevate your financial knowledge
🔍 Discover industry secrets
📊 Master CRiskCo’s latest features

Join us in shaping the future of finance.

Watch the recording here (Mostly in Spanish):

🎥  https://attendee.gotowebinar.com/recording/4142859092191848541

New Feature Available: Quick Indicators for Enhanced Company Insights

We’ve recently introduced a cutting-edge feature designed to enhance and simplify your company evaluation procedures within our platform.

When reviewing company details, you’ll now find three essential boxes:

1. Finscore Number: This allows you to easily understand a company’s financial health.  The higher the score, the better financial health. Green signifies a Finscore of 700 or higher, orange falls within the range of 530 to 699, and red signals a Finscore below 530.

2. SAT Blacklist Status: Instantly spot potential concerns.

3. OFAC Blacklist Status: Instantly spot potential concerns.

In both the SAT and OFAC Blacklists, green means the company is not listed, while red indicates that it is. If one of your customers or suppliers is on the list, the color will turn orange.

With these Traffic Light Indicators, we’re providing you with efficient, insightful data to simplify your decision-making process, reduce wait times, and enhance your overall workflow.

New Feature: Excel Instant Downloads for Receivables and Payables

We’ve listened to our customers and added a highly requested feature to enhance the experience in our Accounts Receivable and Accounts Payable modules. Now, you can instantly download all transactions in Excel from three different locations on our platform:

1. In the Accounts Receivable and Payable tabs within our platform’s reports page.
2. By clicking the “Risk Report” button on the company page.
3. By downloading company files directly from the dashboard.

This feature eliminates data loading wait times, allowing you to download Excel files instantly. Best of all, this enhancement is available free of charge to all our users. We’ve streamlined the process to make your work more efficient!

Read more about it here

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