Ledger Management

Take full control of your cashflow with our ledger management tool

View every aspect of your ledger with ease

Understand and improve your risk position with a complete view of your entire portfolio.

3D Ledger takes your own sales ledger data and combines it with our live international business data and over 300 million trade payment experiences. This combined data puts the ultimate solution in accounts receivables collection right in your hands.

You’ll have the tools needed to prioritise your payment collections and help lower the risk of bad debt, reduce invoice payment times, and improve your business’s overall cashflow.

  1. Over 300 million trade payment experiences to enhance your data beyond standard credit risk algorithms.

  2. Access to over 365 million companies to ensure you can also utilise group structure and international data.

Prioritise your collections

Understand individual customer trends

Instant reporting

Profile customers and spot opportunities

3D Ledger helps to prioritise collections based on proven risk indicators including the age of debt, typical days beyond terms (DBT), business size, classifications and CCJs. These additional datasets will help to drive an effective collection strategy that improves the speed of payment and reduces the risk of bad debt.

  • Organise payments by risk banding of the customer, DBT, invoice value and much more.
  • Receive reminder alerts and notifications on changes in circumstances.
  • Assess the performance of your team and individual staff.
Prioritise payment collections with Creditsafe 3D Ledger

Creditsafe's Trade Payment Data, company report data and your sales ledger data are united in 3D Ledger. These three data sources are used to provide a 12-month payment analysis on matched customers to display how your customers pay you compared to their other suppliers and the industry average. The trend indicator shows if a customer's payment habits are improving or worsening.

Understand customer payment trends with Creditsafe 3D Ledger

Export from a selection of pre-built reports for instant visibility on your top debt-threat companies, number of companies trading above the advised credit limit, three-month retrospective payment performance and much more.

 

Access 22 pre-built instant reports, including:

  • Scheduled CFO reports
  • List of accounts per salesperson
  • Companies trading below the recommended limit
  • Top 10 accounts by balance
  • List of accounts by credit controller
  • Trading group summary report
Instant reporting on your ledger with Creditsafe 3D Ledger

Use 3D Ledger to support faster and sustainable growth for your business. Profile your best performing and revenue-driving customers by the size of business, classification, sector SIC code and geographic location to understand where the best opportunities for your business lie. 

Profile customers using Creditsafe 3D Ledger
Prioritise your collections
Understand individual customer trends
Instant reporting
Profile customers and spot opportunities

How 3D Ledger can help you…

  1. Improve cashflow

    Gain insight into your customers' payment trends so you can create a full profile and spot payment gaps in your ledger—now you can prioritise your processes.

  2. Identify where money is owed

    Utilise numerous data fields from payment times to demographic information to analyse your ledger and create easy-to-read graphs—gain true insight into how your ledger really looks.

  3. Reduce payment times and late payers

    Set more realistic payment terms—you’ll increase sales while minimising unpaid or late payments.

  4. Monitor your cashflow and get alerts

    Monitor your ledger with alerts for changes in your portfolio based on your specifications.

Integrate with the apps you already use and love

Available in 12 countries worldwide