B2B Customer Credit Check & Credit Management Services
Know a customer's creditworthiness before you extend credit. CashLine gives you the credit intelligence to set the right limits and terms, reduce bad debt, and optimize your DSO.
What Is a B2B Credit Check?
A B2B credit check assesses a customer's creditworthiness and payment behavior so you can set appropriate credit limits and terms before you extend credit. CashLine combines commercial credit data with hands-on order-to-cash expertise to deliver fast, practical credit intelligence — not just a score, but a recommendation you can act on.
Three Ways to Use Credit Checks
Pre-Sale Assessment
Evaluate a prospect's creditworthiness before you extend terms or ship.
Ongoing Monitoring
Track the credit health of existing customers and catch rising risk early.
Portfolio Management
Assess credit risk across your entire customer base to protect working capital.
How Our Credit Check Process Works
- You submit the customer’s business information
- We assess creditworthiness using commercial credit data and our order-to-cash expertise
- You receive a clear credit limit and terms recommendation
- Optional ongoing monitoring keeps you ahead of changing risk
Why Businesses Use Credit Checks
Reduce Bad Debt
Identify high-risk customers before you extend credit.
Optimize Terms
Set credit limits and terms matched to real risk.
Lower DSO
Better customer selection leads to faster payment.
Manage Risk
Keep a clear, current view of credit exposure across your portfolio.
We serve B2B clients across energy, industrial, and professional services sectors.
Frequently Asked Questions
Typically the customer’s legal business name and state of incorporation. Additional detail — years in business, industry, and annual revenue — improves the accuracy of the assessment.
We combine commercial credit data with our own order-to-cash expertise to recommend appropriate credit limits and payment terms, so you can extend credit with confidence.
We structure our pricing to align with your accounts receivable. When your revenue and A/R decrease, our rate decreases as well. This performance-aligned model keeps our interests tied to your results.
Yes. Beyond a one-time check, we can monitor the credit health of your portfolio and flag changes in risk so you can adjust limits and terms before a problem becomes a write-off.
Yes. Our technology integrates with your existing ERP and can consolidate multiple ERP systems and currencies, giving you company-wide visibility into credit risk and collection status.
Yes. Our processes have been tested with multiple public companies and passed audits with Grant Thornton and Ernst & Young, with rigorous documentation and controls.
Make Confident Credit Decisions
Talk to CashLine about credit checks and portfolio risk management for your business.
Book a Consultation