ARPilot + Dun & Bradstreet

Overview — How ARPilot and Dun & Bradstreet Work Together

The ARPilot-Dun & Bradstreet integration seamlessly combines the strengths of two industry leaders to provide a powerful credit-risk management solution. By integrating D&B's unparalleled business credit data with ARPilot's AI-powered accounts receivable automation, businesses can efficiently manage their receivables, minimize risks, and enhance cash flow. This partnership allows for the automatic synchronization of critical credit data, enabling companies to make data-driven decisions when extending credit and monitoring customer accounts.

What the Integration Does

The integration between ARPilot and Dun & Bradstreet automates critical aspects of credit risk management. Through DUNS lookup and matching, businesses can quickly verify the identity and creditworthiness of their customers. The integration syncs D&B's business credit score data directly into ARPilot, providing a comprehensive view of each customer's financial health. Payment behavior analytics and risk monitoring alerts are also automated, ensuring that businesses are immediately informed of any changes in a customer's credit status. This real-time data allows for automatic credit limit adjustments and enriches AR records with vital risk intelligence, reducing manual efforts and enhancing AR efficiency.

Step-by-Step: Getting Set Up

1. Connect Accounts: Begin by linking your ARPilot account with Dun & Bradstreet through a simple, secure process. This connection enables the seamless flow of credit data between the two platforms.

1. Configure Settings: Customize your integration settings to align with your business's specific credit risk management policies. Define the parameters for risk monitoring alerts, credit score syncing, and DUNS lookup automation.

1. Data Syncing: Once configured, the integration automatically syncs D&B's credit data into ARPilot, updating your AR records with the latest business credit scores and financial health indicators.

1. Monitor and Automate: Leverage real-time alerts and analytics to monitor customer accounts proactively. Automate credit assessments and limit adjustments based on the most current data from D&B.

Key Benefits

This integration offers several key benefits specific to ARPilot's offering. By reducing DSO by 20-40% within 90 days, businesses experience significant improvements in cash flow and liquidity. The AI-native design ensures that the integration works seamlessly with your existing accounting systems, including QuickBooks, NetSuite, and Xero, without the need for any workflow changes or system overhauls. The transparent per-invoice pricing model provides clear cost management, while the enriched AR records and automated processes eliminate manual tasks, allowing AR teams to focus on strategic activities.

FAQ

1. How does the ARPilot-Dun & Bradstreet integration help in reducing DSO?

The integration automates credit assessments and enhances risk management with real-time credit data from D&B, enabling faster invoice collection and proactive risk mitigation, leading to a 20-40% reduction in DSO within 90 days.

2. What accounting systems are compatible with this integration?

ARPilot's integration with Dun & Bradstreet is designed to work seamlessly with existing accounting systems, including QuickBooks, NetSuite, and Xero, ensuring a smooth transition without the need for workflow changes.

3. How is the DUNS lookup and matching process automated?

The integration automates the DUNS lookup and matching process by instantly verifying customer identities and retrieving their credit scores from D&B, saving time and reducing manual verification efforts.

4. Can I customize the risk monitoring alerts?

Yes, you can configure the integration to send customized risk monitoring alerts based on specific credit risk parameters and thresholds, allowing for proactive management of customer accounts.

5. Is there any additional fee for using the integration?

ARPilot offers a transparent per-invoice pricing model, ensuring that the costs associated with the integration are clear and manageable, with no hidden fees.