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  1. Credit Pulse

    New to Credit Pulse? Browse our beginner guides for setting up your account and managing records.

  2. Managing Your Trade References

    Our digital credit application now lets you send, collect, and store trade reference requests. This guide covers best practices and tips for using the...

  3. Managing Your Credit Application

    Below is a step-by-step guide of best practices and how to manage credit applications received via Credit Pulse . Each credit application has a uniq...

  4. Credit Pulse

    Credit Pulse is built to work seamlessly with the tools and platforms your team already uses. Our integrations help you automate credit workflows, eli...

  5. Credit Pulse

    At Credit Pulse, we aim to make billing simple and transparent. Regardless of your plan, all customers receive detailed invoices based on usage and co...

  6. Finding an Existing Account

    If you're searching for an existing customer report, there are several ways to find it. The options below outline the different ways you can locate yo...

  7. Adding a New Account

    This guide will walk you through the steps to add a new customer report to your portfolio. Once added, the report will appear on your dashboard and be included in future portfolio monitoring alerts, …

  8. Account Data & Insights

    This guide will walk you through the data and details included in an account page so you can find the detail you're looking for. The header is a stati...

  9. Batch Import Accounts

    Batch importing your customer accounts into Credit Pulse is the quickest way to get your portfolio live, enriched, and ready for monitoring. This guid...

  10. Portfolio Summary Dashboard

    This guide provides an overview of the dashboard and its key functions. The dashboard is the first page you see when logging into the platform. You ca...