AI TOOL PROFILE

Access Intell: Credit Risk Management Software

Access Intell helps B2B and financial services companies manage trade credit risk. It is designed for teams that need to automate credit applications and monitor customer insolvency risk.

Pricing

Pricing includes a one-off setup fee, monthly subscriptions, and transaction fees. Subscription tiers start at $29/month for monitoring, $59/month for PPSR, and $85/month for onboarding, with PAYG options available.

At a glance

Best for
Credit Managers, Financial Controllers, Accounts Receivable Managers, B2B Companies, Financial Services Companies
Key use cases
Trade Credit Onboarding, Continuous Risk Tracking, Automated Debt Collection, PPSR Compliance, Automotive Group Risk Management
Integrations
Xero, API for CRM and Accounting software
Visit Access IntellAccess Intell software interface screenshot

How AI is used

Access Intell is a credit risk management platform designed for businesses that extend trade credit to their customers. It provides tools to handle the customer lifecycle, from the initial application process to ongoing risk monitoring and debt collection.

The software is intended for Credit Managers, Financial Controllers, and Accounts Receivable Managers who need to identify potential bad debts. It aggregates data from multiple bureaus and government sources to provide risk ratings and alerts on customer financial distress.

Capabilities include automating PPSR registrations and using AI agents for invoice reminder calls. For the automotive industry, the platform supports specialized vehicle searches and hierarchical profiles to manage risk across multiple dealerships.

Buyers should confirm if the subscription tiers align with their monthly volume of customers and whether the available API connections support their current accounting or CRM software.

Key Features

  • Automated Onboarding

    Supports digital trade credit applications and assessment workflows.

  • PPSR Registration Automation

    Designed to simplify and automate the process of registering security interests on the PPSR.

  • Credit Risk Monitoring

    Provides a dashboard with risk bucket categories and alerts for late payments or insolvency indicators.

  • Agentic AI Collection Calls

    Uses customizable AI agents to conduct personalized invoice reminder and collection conversations.

  • Multi-Bureau Data Aggregation

    Collects information from various financial and government sources to provide a broader view of customer risk.

  • Title and Vehicle Searches

    Supports searches for vehicle, PPSR, and property titles to verify assets.

Use Cases

  • Trade Credit Onboarding

    Using digital applications to receive and assess new customer creditworthiness.

  • Continuous Risk Tracking

    Monitoring existing customers for indicators such as ATO defaults or court actions.

  • Automated Debt Collection

    Deploying AI agents to handle initial invoice reminder calls for accounts receivable.

  • PPSR Compliance

    Managing the registration and renewal of security interests to help protect against customer insolvency.

  • Automotive Group Risk Management

    Using hierarchical profiles to monitor credit risk across a network of dealerships.

Integrations

  • Xero
  • API for CRM and Accounting software

FAQ

Who is Access Intell designed for?

It is designed for B2B companies and financial services firms, specifically for Credit Managers, Financial Controllers, and Accounts Receivable Managers.

How does the pricing work?

Pricing consists of a one-time setup fee, a monthly subscription (starting from $29/month for some modules), and per-use transaction fees.

What is 'Agentic AI' in the context of this software?

It refers to customizable AI agents that can conduct personalized phone conversations for invoice reminders and collections.

Does it provide credit reports?

While it is not a credit bureau itself, it aggregates data from multiple bureaus and allows users to download specific credit reports through the platform.

Source category: Finance & Accounting

Source subcategory: Credit Risk Management

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