Insights and Updates

Featured

March 9, 2026

Business Case Builder

Use Credit Pulse's AI-powered Business Case Builder to build, test, and refine your business case for purchasing AR software. Interactive tool for credit teams.

Jordan Esbin

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

Learn More

Templates

April 2, 2025

My Customer Went Bankrupt. Now What?

How to navigate the tricky, high-stakes terrain of customer bankruptcy.

Melanie Albert

VP of Customer Success

Learn More

Credit Management Software: Complete Guide (2026)

Best Practices

March 5, 2026

Credit Management Software: Complete Guide (2026)

The credit management technology landscape is rapidly evolving, and building the right tech stack has become essential for modern finance teams.

Melanie Albert

VP of Customer Success

Learn More

All Articles

Browse all of our blog post articles.

SUBSCRIBE TO NEWSLETTER

What Is Credit Decisioning Software? A Guide for B2B Credit Teams

Best Practices

March 19, 2026

What Is Credit Decisioning Software? A Guide for B2B Credit Teams

What credit decisioning software does, what to look for when evaluating tools, and how it fits into a complete B2B credit management workflow.

Jordan Esbin

How to Set Credit Limits for B2B Customers

A practical guide for B2B credit teams on setting, reviewing, and enforcing customer credit limits — covering the inputs, formulas, and judgment calls that spreadsheets can't capture.

Jordan Esbin

Credit Decisioning Software: A Guide for B2B Credit Teams

Credit decisioning software automates trade credit approvals so your team handles exceptions, not routine applications. Here is what good tools do, where most fall short, and what to ask vendors before you buy.

Jordan Esbin

How to Set Credit Limits for B2B Customers

A practical framework for setting trade credit limits that reduces bad debt without blocking good customers. Covers the core inputs, a starting formula, portfolio tiering, and when to adjust limits after approval.

Jordan Esbin

B2B Credit Risk Monitoring: How to Protect Your Customer Portfolio

Most B2B bad debt losses aren't surprises — they're slow deteriorations visible in the data if you're watching. A practical guide to building a continuous credit risk monitoring system for your customer portfolio.

Jordan Esbin

Trade Credit Management: The Complete Guide for B2B Credit Teams

What trade credit management actually involves, how to build a credit policy that works, and where most B2B companies leave themselves exposed — a practical guide for credit teams at distributors and manufacturers.

Jordan Esbin

Early Warning Signs a B2B Customer Is Heading Toward Insolvency

Most B2B bad debt losses arrive with a paper trail. The specific signals that precede customer insolvency, organized by how early they appear and how reliable they are, across payment behavior, UCC filings, public records, and operational changes.