Which clients can we keep supplying, and on what terms?
Credit control with the client’s credit risk in view.
Orca keeps each client’s credit position next to the work you are doing for them: their credit limit, what they owe, what is approved but not yet invoiced, and alerts when their credit risk changes. Decisions are logged, with a requester and an authoriser.
Know the exposure
Owed plus work in progress against each client’s limit.
Early warning
Alerts when a client’s credit risk changes.
Decisions on record
Who asked, who approved and why.
How it works
Credit control, step by step.
- 01
Check the client
Run a credit check when the client is added.
- 02
Set the limit
Agree a credit limit and terms.
- 03
Monitor
Exposure tracked as work is done and invoiced.
- 04
Decide
Escalate, hold or extend, with the decision logged.
Features
What is included.
Credit checks
Company credit reports and scores on clients.
Monitoring alerts
Notified when a monitored client’s risk changes.
Credit limits
Limits and terms per client.
Exposure
Unpaid invoices plus unbilled work against the limit.
Debtor summary
Ageing and outstanding balances in one view.
Decision log
Requester and authoriser recorded for every decision.
Questions
Credit control: common questions.
Can Orca stop work for a client over their limit?
Orca shows when a client is over their limit and flags it as an exception, so your team can decide whether to hold or extend, with the decision recorded.
Where do credit scores come from?
From a commercial credit reference agency, with monitoring alerts when a client’s score changes.
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