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Challenge

Inefficient customer onboarding leads to delays in cash flow.

No one likes onboarding customers via email exchanges. Manual processes cause backlogs, errors, and inefficiencies— resulting in poor due diligence and a disruption in cash flow.

41

%

Of accounts receivable (AR) professionals say their biggest focus is developing stronger customer relationships from the start. 1

Bad onboarding experiences can damage customer relationships. AR teams know that communicating efficiently and building rapport can help improve payment timeliness and reduce outstanding balances.

1 National Association of Credit Management (NACM)

$

1

M

Potential annual revenue loss attributed to not collecting sufficient customer information at onboarding. 2

According to a poll by the National Association of Credit Management and eNews, 27 percent of companies lose more than one million dollars in revenue yearly due to the inability to obtain adequate customer information.

2 National Association of Credit Management (NACM)

47

%

Of accounts receivable teams use email to onboard customers and process credit applications. 3

The National Association of Credit Management conducted a survey asking what technologies AR teams use. Throughout the survey, AR teams stated their organizations still relied on manual processes.

3 National Association of Credit Management (NACM)

Solution

Transform your customer onboarding with configurable workflows and automated assessments.

Say goodbye to complicated setups. With apexanalytix’s customer-facing onboarding solution, you can streamline customer onboarding and stay compliant with configurable business rules, digital approval workflows and thorough validations.

 

Our robust data validation tools help you collect and verify customer information quickly, perform essential credit checks, and even monitor additional risks like being on a prohibited list.

 

Additionally, you can design approval workflows that fit your business and segement-based rules to create an onboarding process that perfectly matches your company’s requirements.

Supplier onboarding software by apexanalytix

Know who you are doing business with.

Credit is risky business. Enhance your due diligence and gain visibility to help your team decide if a customer is a financial liability.

Screen for Risks

  • Screen for Risks

  • Verify Financial Health

  • Faster Onboarding

Screen for Risks

Integrate with over a thousand external data sources, including global governments’ prohibited lists, regulatory bodies, and authoritative third-parties.

Verify Financial Health

Determine a customer’s creditworthiness with credit checks, bank references and verification of bank account standing.

Faster Onboarding

Don’t wait to do business. Experience a streamline, automated onboarding process that protects your company and ensures customer due dilligence.

Features

A better onboarding experience.

apexanalytix delivers an alternative to time-consuming and error-prone manual onboarding processes. Your customers can complete registration in their language through a simple, elegant web page branded with your company's logo.

Secure

All-in-one Secure Portal

Avoid onboarding via email, which is time-consuming and easily compromised. Instead, use a secure online portal with your company logo, to allow your customers to register, submit financial information, upload documents, communicate with staff and go through approval workflows.

Report

Automated Credit and References Check

Make the credit decision process faster with automated bank and trade reference checks and a native integration with credit bureaus, allowing you to pull credit scores within your portal.

Validations

Real-Time Data Validation

Verify customer information as they enter it. Tax numbers, addresses, and more can be captured, validated, and approved in real-time, ensuring accurate information is transferred into your ERP systems.

Data Quality

Robust Regulatory Validations

Take your due diligence to the next level and eliminate risks by screening customers against over a thousand external data sources, including global governments' prohibited lists, regulatory bodies and authoritative third-parties.

Workflows

Automate Approval Workflows

Create multiple approval workflows with different criteria to ensure due dilligence and compliance across your entire customer base​.

Onboard

Client-Specific Policies

Make it your domain: Uploading your customer master data, documents and policies-- together with our pre-configured business rules, allows you to create a customer onboarding experience tailored to your company's needs.

Dashboard

Pre-configured Global Business Rules

Utilize over 800 fields and 300,000 built-in business rules to easily customize and gather the information you need to onboard your customers and decrease financial risk.

Geographic

Global Capabilities

We can support your global workforce and international customers by providing them access to your portal in their language. We cover 98 percent of global trade languages.

Integration 02

ERP Integration

After the customer enters their information into your portal and is verified and approved, it can be automatically transferred into your ERP with our foundational agnostic technology, which allows integration with almost any platform.

Third-Party Risk Management

Countless layers of protection in one platform.

Threats are complex and constant. apexanalytix offers end-to-end risk management solutions to give you maximum visibility and control. Auto-sense, filter, and act before they become disruptions.

Learn more
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Frequently Asked Questions

Why does inefficient
customer onboarding cost companies revenue?

  • Why does inefficient
    customer onboarding cost companies revenue?

  • How does apexanalytix
    validate customer creditworthiness during onboarding?

  • How does apexanalytix
    reduce the risk of fraud during customer onboarding?

  • Can apexanalytix handle customer onboarding for global operations with different requirements by region?

  • How does apexanalytix help
    AR teams build better customer relationships from the start?

According to a National Association of Credit Management survey, 27% of companies lose more than $1 million in revenue annually due to the inability to collect adequate customer information at onboarding. When credit applications rely on email exchanges and manual processes, backlogs and errors delay the start of billing relationships and create gaps in due diligence that expose companies to credit risk.

apexanalytix replaces that process with an automated, self-service portal where customers register, submit financial information, and move through approval workflows in one secure place.

apexanalytix automates bank reference checks, trade reference checks, and credit bureau pulls directly within the onboarding portal, so AR teams get a complete picture of a customer’s financial health before extending credit. Tax IDs and addresses are validated in real time as customers enter their information, and every customer is screened against 1,000+ global prohibited lists and regulatory databases before a record is ever created in the ERP.

This replaces the slow, manual credit review process that the National Association of Credit Management found still relies on email for 47% of AR teams.

Onboarding new customers via email is easily compromised, with fraudsters able to intercept communications, submit falsified documentation, or impersonate legitimate businesses to obtain credit they have no intention of repaying. apexanalytix screens every new customer against global government prohibited lists, regulatory watchlists, and authoritative third-party databases through an all-in-one secure portal that eliminates unverified email exchanges entirely.

Configurable approval workflows can then be triggered based on the customer’s risk, ensuring higher-risk relationships receive additional scrutiny before credit is extended.

The platform supports 98% of global trade languages and includes over 800 configurable fields and 300,000+ built-in business rules that can be tailored by customer segment, region, or company-specific policy. Different approval workflows can be configured for different markets, and customer data flows automatically into any ERP after verification through foundational agnostic integration technology.

This means a single onboarding platform can serve the full complexity of a global customer base without requiring separate regional processes or manual data transfer.

The National Association of Credit Management found that 41% of AR professionals cite developing stronger customer relationships from the start as their biggest focus, recognizing that a poor onboarding experience directly affects payment timeliness and outstanding balances. apexanalytix gives customers a branded, self-service portal experience in their own language rather than subjecting them to slow email threads and repeated requests for the same information.

A faster, more professional onboarding process sets the tone for the relationship and reduces the friction that causes customers to delay payments or disengage before the first invoice is issued.

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