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October 7, 2025

Credit Policy Designer

Use Credit Pulse's AI-powered Credit Policy Designer to build, test, and refine your credit framework. Interactive tool for credit teams.

Jordan Esbin

Matrix Adhesives: Five Companies, One Credit Process

How Matrix Adhesives unified credit across five operating companies, streamlined onboarding, and monitors with confidence in one system.

Melanie Albert

VP of Customer Success

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What Are Credit References? (And Why Smart Credit Teams Don't Rely on Them)

Best Practices

April 10, 2026

What Are Credit References? (And Why Smart Credit Teams Don't Rely on Them)

Credit references are the contacts a business lists on a credit application to verify payment history. Here's what they actually reveal, how applicants game the process, and what B2B credit teams should use instead.

Jordan Esbin

SaaS Customer Onboarding: The Credit Team's Guide

SaaS customer onboarding is different from traditional B2B credit onboarding — faster cycles, subscription risk, and churn exposure that a D&B report won't catch. Here's how credit teams in SaaS companies (or those onboarding SaaS businesses as trade customers) should structure the process.

Jordan Esbin

Credit Analysis Software: What B2B Finance Teams Should Look For

Most credit teams assess customers with a bureau report, a reference call, and one person's judgment. Credit analysis software makes that process consistent when volume or team turnover breaks the informal system.

Jordan Esbin

Supplier Onboarding Software: How Procurement and Credit Teams Automate New Supplier Setup

Most supplier onboarding processes run through three teams' inboxes before anyone does anything with them. Here's how software fixes that specific mess, and where credit risk fits in.

Jordan Esbin

Credit & AR Job Board for Finance Professionals

The job board built for credit and AR professionals.

Melanie Albert

VP of Customer Success

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Company

April 6, 2026

Introducing Automated Decisioning

Finally, credit decisioning that scales with speed, consistency, and control.

Melanie Albert

VP of Customer Success

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Customer Onboarding: The Complete B2B Guide

Best Practices

April 2, 2026

Customer Onboarding: The Complete B2B Guide

A practical guide to B2B customer onboarding: the stages, who owns each step, how credit teams fit in, and what software actually helps.

Jordan Esbin

B2B Customer Onboarding Best Practices: What Credit-First Teams Do Differently

The fastest B2B onboarding teams aren't just using better software — they've built their process differently. Here are the practices that separate high-performing credit teams from those still losing days to manual bottlenecks.

Jordan Esbin

Onboarding Software for Small Business: What B2B Teams Actually Need

Most onboarding software is built for enterprise IT teams. Small B2B companies that extend trade credit need something different — tools that handle credit applications, trade references, and account setup at a scale and price that makes sense.

Jordan Esbin

Founder & CEO

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