bSure is a cloud-based credit management solution that automates customer credit review processes
bSure, our cloud-based credit management software solution, helps organizations assess and manage customer creditworthiness efficiently.
This credit management software enables near real-time critical business decision-making by providing clear visibility into customers’ accounts receivable (A/R). bSure’s end-to-end automation of the credit review process eliminates paperwork, drives efficiency through seamless workflows, and improves collaboration.
It expedites the review and management of customer credit information and documentation, ensuring that businesses can make informed credit decisions quickly and efficiently, enhancing operational effectiveness and customer service.
Trusted by leading businesses across industries
Our credit management solution, bSure, is trusted by numerous leading organizations across various sectors. Here are some of the industries where our clients have successfully implemented bSure to revolutionize their credit management processes:
Our achievements
Successful Microsoft solutions implemented
Microsoft certifications held by our team members
Client Retention Rate for our Microsoft services
bSure - Our credit management software features
Automated Workflows
Our credit management software offers robust automated workflows designed to enhance the efficiency of credit analysis and review processes. With multi-level workflows, credit limit management, and comprehensive audit trails, this solution ensures streamlined operations and better compliance, making it an ideal credit management software solution for businesses looking to optimize their credit handling practices. Organizations using bSure have reduced credit review cycle times significantly by replacing manual routing with multi-level automated approvals.
Customer Accounts
The Customer Accounts feature of our credit management solution provides easy access and comprehensive search capabilities, allowing quick visibility into high-impact customers. This functionality is essential for managing customer relationships effectively and making informed decisions, all within a user-friendly interface of our credit management platform. This gives credit teams instant access to high-risk and high-value accounts without searching across multiple systems.
Collaboration
Enhance teamwork with our credit management software's collaboration tools, including discussion boards, messages, task assignments, and tracking capabilities. This multi-function collaboration suite is designed to facilitate seamless communication and coordination among team members, making it a pivotal feature of our comprehensive credit management solution. Sales and credit teams can resolve holds faster by communicating directly within the credit review, rather than through email chains.
Security
Security is paramount in our credit management software, which includes sophisticated user profile management alongside robust authentication and authorization processes. This ensures that sensitive financial information is safeguarded, maintaining the integrity and confidentiality of data within our credit management software solution. Meets enterprise compliance requirements for financial data handling across regulated industries.
Integration
Our credit management solution offers seamless integration capabilities with credit bureaus and ERP systems, ensuring a streamlined process that enhances data accuracy and reduces manual effort. This integration is crucial for maintaining up-to-date and accurate credit information, making our software a valuable tool for credit risk management. bSure integrates with ERP systems, credit bureaus, and Salesforce CRM for a complete view of customer creditworthiness.
Reports And Dashboards
Our credit management software features executive dashboards that provide high-level visibility and support effective decision-making. These tools are designed to present critical data in an accessible format, helping leaders understand performance and make strategic choices within the framework of our credit management solution. Credit managers can monitor portfolio risk, aging trends, and team productivity from a single dashboard.
bSure - our credit management software features
Automated Workflows
Our credit management software offers robust automated workflows designed to enhance the efficiency of credit analysis and review processes. With multi-level workflows, credit limit management, and comprehensive audit trails, this solution ensures streamlined operations and better compliance, making it an ideal credit management software solution for businesses looking to optimize their credit handling practices. Organizations using bSure have reduced credit review cycle times significantly by replacing manual routing with multi-level automated approvals.
Customer Accounts
The Customer Accounts feature of our credit management solution provides easy access and comprehensive search capabilities, allowing quick visibility into high-impact customers. This functionality is essential for managing customer relationships effectively and making informed decisions, all within a user-friendly interface of our credit management platform. This gives credit teams instant access to high-risk and high-value accounts without searching across multiple systems.
Collaboration
Enhance teamwork with our credit management software's collaboration tools, including discussion boards, messages, task assignments, and tracking capabilities. This multi-function collaboration suite is designed to facilitate seamless communication and coordination among team members, making it a pivotal feature of our comprehensive credit management solution. Sales and credit teams can resolve holds faster by communicating directly within the credit review, rather than through email chains.
Security
Security is paramount in our credit management software, which includes sophisticated user profile management alongside robust authentication and authorization processes. This ensures that sensitive financial information is safeguarded, maintaining the integrity and confidentiality of data within our credit management software solution. Meets enterprise compliance requirements for financial data handling across regulated industries.
Integration
Our credit management solution offers seamless integration capabilities with credit bureaus and ERP systems, ensuring a streamlined process that enhances data accuracy and reduces manual effort. This integration is crucial for maintaining up-to-date and accurate credit information, making our software a valuable tool for credit risk management. bSure integrates with ERP systems, credit bureaus, and Salesforce CRM for a complete view of customer creditworthiness.
Reports and Dashboards
Our credit management software features executive dashboards that provide high-level visibility and support effective decision-making. These tools are designed to present critical data in an accessible format, helping leaders understand performance and make strategic choices within the framework of our credit management solution. Credit managers can monitor portfolio risk, aging trends, and team productivity from a single dashboard.
Configuration
The Configuration feature of our credit management software allows for complete customization of account hierarchies and workflows, adapting to the unique needs of your business. This flexibility ensures that our credit management solution can be tailored to support specific operational requirements, enhancing both efficiency and effectiveness.
Repository
The Repository component of our credit management software offers a streamlined and structured storage solution for financial details. This feature ensures that all pertinent information is organized and easily accessible, supporting effective management and analysis within our comprehensive credit management solution.
Client Success Stories
bSure Credit Review Automation
Client : A global CPG corporation
Challenge : Manual credit review processes causing delays in order approvals and inconsistent risk assessments across regions.
Solution : Deployed bSure to automate the end-to-end credit review workflow with configurable approval routing and real-time data integration.
Result
bSure delivered cost savings of hundreds of thousands of dollars within a year of implementation.
It also delivered work process improvement savings by over 5,300 hours in the first year.
Credit & Supplier Risk Scoring for Global F&B Leader
Client : Global food and beverage company
Challenge : Fragmented risk data across multiple systems, making credit and supplier assessments slow and inconsistent.
Solution : Consolidated credit and supplier risk scoring into unified dashboards with automated data feeds from ERP and credit sources.
Result
All customers and major suppliers evaluated annually
Dynamic credit limits auto-synced to SAP to reduce A/R exposure
Meet Our Microsoft Consulting Leadership
Ganesh Iyer
Principal
Ganesh is a technology leader and Principal at Vertex who drives organizational efficiency, innovation, and competitive scale through transformative IT solutions. With 34+ years leading enterprise initiatives, his approach to... Read More
Venkit Raman
Principal
Venkit is a seasoned IT veteran with 35+ years of global experience in operations, technology, and managed services. He brings strategic insight and execution excellence to Microsoft consulting engagements, helping... Read More
How bSure Transforms Your Credit Management Process
Streamline your entire credit review process for enhanced efficiency and accuracy. By reducing manual effort and ensuring consistent evaluations through automated workflows, you can focus on what matters most—making informed decisions.
Automate Credit Review
Streamline your entire credit review process for enhanced efficiency and accuracy, reducing manual effort and ensuring consistent evaluations through automated workflows. bSure's configurable workflow engine adapts to your specific approval hierarchy, whether you have two approval levels or ten.
Real-Time Decisions
Enable critical credit decisions instantly using real-time data, improving responsiveness and accuracy in managing customer credit lines and high-profile accounts. Connected to live ERP and credit bureau data, bSure ensures every decision is based on current information, not last month's snapshot.
Integrated Systems
Gain seamless access to comprehensive information from CRM systems, credit bureaus, ERP systems, and other external sources for a holistic view of customer creditworthiness. bSure connects to Salesforce, SAP, Oracle, and other ERP platforms through pre-built connectors.
Enhanced Visibility
Leverage detailed reports and interactive dashboards for increased visibility, simplifying decision-making and ensuring all stakeholders are informed with up-to-date information. Executive dashboards powered by Power BI provide portfolio-level risk views alongside individual account details.
Risk Minimization
Minimize accounts receivable risks through efficient workflows, reduced paperwork, and timely implementation of credit decisions, resulting in cost savings and improved financial stability. Automated escalation rules ensure overdue reviews are flagged before they become write-offs.
bSure Credit Management by Industry
By automating workflows, providing real-time data insights, and fostering collaboration, bSure empowers businesses across industries to make informed credit decisions faster and more efficiently. Here are some industries that can particularly benefit from bSure:
Our specialties and certifications
Why Choose bSure for Credit Management?
Purpose-Built for Credit Teams
Unlike generic workflow tools, bSure was designed specifically for credit analysis and review processes. Every feature, from automated approval routing to credit bureau integration, is built around how credit teams actually work.
Configurable to Your Hierarchy
bSure adapts to your specific approval levels, credit limit thresholds, and review frequencies. Configure account hierarchies, workflow rules, and escalation paths without custom development.
ERP and Credit Bureau Integration
Pre-built connectors for ERP systems and major credit bureaus ensure your credit decisions are based on complete, current data. Salesforce CRM integration provides a unified view of customer relationships and credit status.
Enterprise-Grade Security
Role-based access controls, authentication protocols, and comprehensive audit trails protect sensitive financial data and support compliance with industry regulations.
Cloud-Based, No Infrastructure Required
bSure runs in the cloud, so there's no hardware to maintain, no software to install, and your credit team can access it from anywhere. Updates are deployed automatically.
Built by Vertex, Backed by 36 Years of Enterprise IT
bSure is developed and supported by Vertex Computer Systems, a company with 36 years of enterprise technology experience, 1,000+ successful implementations, and deep expertise in manufacturing, CPG, insurance, and banking.
Vertex insights
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See How bSure Can Transform Your Credit Management
Ready to reduce credit review cycle times, improve risk visibility, and automate your approval workflows? Fill out the form, and our team will walk you through how bSure works with a personalized demo using your credit management scenarios.
FAQs
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Q1: What is bSure and how does it work?
bSure is Vertex's cloud-based credit management solution that automates the entire customer credit review process. It connects to your ERP systems and credit bureaus, routes credit reviews through configurable approval workflows, and provides real-time dashboards for monitoring portfolio risk. Credit analysts, managers, and sales teams collaborate within the platform instead of through email and spreadsheets.
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Q2: How does bSure integrate with our existing systems?
bSure offers pre-built integration with ERP systems (SAP, Oracle, and others) and major credit bureaus. It also integrates with Salesforce CRM, giving your sales team visibility into credit status directly within their CRM workflow. Data syncs in near real-time, so credit decisions are always based on current information.
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Q3: What security measures does bSure include?
bSure includes role-based access controls, multi-factor authentication, and comprehensive audit trails. User profiles can be configured so credit analysts, managers, and executives each see only the data and actions relevant to their role. All financial data is encrypted in transit and at rest.
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What security measures does bSure include?
bSure includes role-based access controls, multi-factor authentication, and comprehensive audit trails. User profiles can be configured so that credit analysts, managers, and executives each see only the data and actions relevant to their role. All financial data is encrypted in transit and at rest.
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Q4: How customizable is bSure?
Highly customizable. You can configure account hierarchies, approval workflow levels, credit limit thresholds, review frequencies, escalation rules, and dashboard layouts to match your organization's specific credit policies. Changes are made through the admin interface without requiring custom development.
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Q5: What industries does bSure serve?
bSure serves manufacturing, consumer packaged goods, insurance, and banking organizations. Each industry has different credit assessment needs: manufacturers manage distributor credit lines, CPG companies assess retail partner creditworthiness, insurers evaluate policyholder risk, and banks automate commercial lending credit reviews. bSure's configurable workflows adapt to each.
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Q6: How long does bSure implementation take?
A typical bSure implementation takes 6-10 weeks, including configuration, ERP/credit bureau integration, data migration, user training, and go-live. The cloud-based architecture means there's no infrastructure setup required on your end. Vertex's implementation team handles the full deployment.
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Q7: How is bSure priced?
bSure uses a subscription-based pricing model. Pricing depends on the number of users, volume of credit reviews processed, and integration requirements. Contact our team for a tailored quote based on your organization's size and needs.
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Q8: Why use bSure instead of building credit workflows in our ERP or CRM?
ERP and CRM systems are designed for transactions and customer relationships, not credit-specific workflows. bSure is purpose-built for credit management, which means it includes features like multi-level credit approval routing, credit bureau data integration, configurable credit limit thresholds, and credit-specific audit trails that would require significant custom development to replicate in an ERP or CRM. Organizations using bSure get a production-ready credit management platform instead of spending months building and maintaining custom code.
