Credit and risk checks (add-on)

Check your customers' credit in the same place you chase them.

  • Connect Trove to your credit and risk platform
  • Flags new and riskier customers
  • Creditsafe and other platforms supported
Customer Credit risk
  • Kestrel Foods Deteriorating
  • Brightwell Retail New
  • Ashby & Moore Deteriorating

How credit and risk checks work in Trove

  1. 1

    Integrate with your credit intelligence platform

    Trove integrates with the biggest credit intelligence platforms to get an up-to-date view of customer risk alongside credit control data.

    • Creditsafe
    • Atradius Atradius
  2. 2

    View credit risk insights as you chase

    When a new customer appears in your accounting system, Trove flags them so you can run a check straight away, without a separate login or copying details across.

    Synced from Xero Task
    3 new customers to check Credit check
    • Harbour Lane Foods Added today
    • Brightwell Studios Added today
    • Fenwick Joinery Added yesterday
    Run checks

Credit and risk checks: common questions

Everything you need to know

Does Trove integrate with Creditsafe?

Yes. Credit and risk checks are a paid add-on on the Advanced plan. Connect your Creditsafe account and run checks on your customers inside Trove.

Do I need my own Creditsafe account?

Yes. You use your own Creditsafe account, and the Trove integration is a paid add-on on the Advanced plan.

When does Trove run a credit check?

For example, when a new customer appears in your accounting system, when Creditsafe monitoring picks up a change, or when a customer's overdue balance passes a threshold you set.

How does Trove find the right company in Creditsafe?

Trove matches customers by company registration number, with their address as a fallback. If it isn't sure, it asks you to confirm as a task.

Can Trove use a credit data provider other than Creditsafe?

Yes. Trove can connect to other credit data sources as a custom integration. Book a demo to talk it through.

See it working on your own customers

See credit and risk checks in action.

Credit and risk checks are a paid add-on on the Advanced plan, used with your own Creditsafe account.

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