Harbr - Modern Trade Credit Howto
Harbr is an AI-powered trade credit management platform that automates and streamlines B2B credit application processes.
View MoreHow to Use Harbr - Modern Trade Credit
Sign up for an account: Visit the Harbr website and create an account to access the credit application software.
Set up your credit application form: Customize your credit application form by identifying key information to collect from customers and implementing controls over user inputs.
Configure approval workflows: Develop workflows aligned with your credit policy and set up automated credit decision criteria.
Integrate with credit risk data: Connect to Creditsafe's database of over 430 million businesses to power credit decisions with up-to-date information.
Set up email automation: Configure automated email notifications for application status updates and reference requests.
Start processing applications: Begin accepting and processing credit applications through your customized digital form.
Monitor applications via dashboard: Track all outstanding, pending, and approved applications through the centralized management dashboard.
Manage trade references: Use the system to auto-generate reference requests, track responses, and consolidate reference data.
Review audit trails: Access comprehensive audit trails to review the history of all applications, approvals, and updates.
Analyze and optimize: Leverage insights from the platform to continually refine and improve your credit application process.
Harbr - Modern Trade Credit FAQs
Harbr is a modern trade credit solution that provides AI-based document evaluation, data extraction, and decisioning insights to streamline B2B credit application management and trade reference workflows.
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