AI Credit Check Agent: Customer risk check before the quote
Risk assessed in seconds – before you invest time in a quote.
The problem
Credit checks are done manually: Okredo, Creditinfo, registers, Excel. It takes days, criteria are applied inconsistently and a deteriorating customer is noticed too late.
Who it's for
Leasing and rental companies, wholesalers with deferred payments, B2B lenders, factoring.
How it works
- 1
We encode your credit policy as a decision tree.
- 2
The agent automatically pulls data from Okredo, Creditinfo, the Centre of Registers and other sources.
- 3
It posts a risk summary and recommendation to the CRM and continuously monitors existing customers.
What's included
- Integrations with Okredo / Creditinfo / registers
- Credit policy decision tree
- Risk summary with recommendation on the CRM card
- Continuous portfolio monitoring and alerts
- Decision audit trail
Access & control
Data sources are connected via your own accounts and contracts. The agent recommends; the credit decision is made by a responsible person.
Rollout
3–4 weeks
Indicative pricing
Rollout from 3,500 EUR + monthly fee; data provider fees per your own contracts.
Prices are indicative and refined by scope.
In the market: what alternatives offer
Combines local Baltic sources with your policy and CRM – the decision happens where the quote is prepared.
Customer policy encoded as a no-code decision tree, plus continuous portfolio monitoring – not just a one-off check.
Included in bundles
Leasing & fleets
A ready bundle for leasing and rental companies: CRM, quotes, credit risk and contract system integration.
Not sure where to start?
Book a free 30-minute intro call and we'll map which product pays back fastest for you.
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