Consolidated customer view

Create one unified view of all your customer relationships by consolidating data from ERP, CRM, and billing systems for streamlined management.

Enterprises

That want to consolidate fragmented customer data into one unified view

Financial Institutions

That want to clean dataset of suppliers for receivable financing solutions

Financial Institutions

Who want to integrate customer data from other systems into their platform

The challenge

Where customer data is held across multiple systems such as ERP, CRM and billing platforms it can become fragmented

Each system holds customer information differently, resulting in duplication, incomplete data, and inconsistencies.

It can be a manual effort to track and consolidate customers from different systems, increasing the risk of errors and delays.

Without a single source of truth for customer data, finance teams struggle to analyze revenue trends across customers

The solution

Integrates data from ERP, source-to-pay, accounts payable and other systems to create a single, accurate supplier list. Eliminating duplication, harmonizing supplier records, and provides a real-time, unified view of all supplier-related activities

  • Consolidation of supplier data across multiple systems.
  • Mapping of supplier entities to a golden record.
  • Elimination of duplicate and inconsistent records.
  • Dashboards and alerts that highlight changes.

How it works

  1. Connect your ERP and other systems such as CRM and Billing systems.
  2. AI matching tools group the customers together using a golden record.
  3. Add in firmographic data enrichment sources to get a more complete view of your customers.
  4. Get a consolidated view of your customer base with a breakdown of discrepancies for resolution.
  5. Receive regular update alerts on changes so you can resolve issues quickly.

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Connectivity, data harmony and actionable insights underpinned with AI and multi-party intelligence. Proven and secure enough to be trusted to authorise payments pre-approval.

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