Credit Guard
SmallFinance · Wholesalers, SMB sales/finance
Monitors customer credit limits and risk, warning before you ship an over-limit order.
Built in this build
- Customer limit and open balance
- Payment-history risk note
- Limit and term rules
- Approved exceptions
- Derives a risk score from late-payment history
- Flags orders once balance exceeds the limit
- At-risk receivables and limit usage
Vision (needs external services)
- Over-limit alert
- Order/invoice link
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Customer limit and open balance
- Over-limit alert
- Payment-history risk note
Admin modules
- Limit and term rules
- Approved exceptions
AI capabilities
- Derives a risk score from late-payment history
Automations
- Flags orders once balance exceeds the limit
Analytics & reports
- At-risk receivables and limit usage
Integrations
- Order/invoice link
Mobile
- Check a customer's limit in the field
Roles & permissions
- Sales
- Finance
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