Centralise your account data to optimise team collaboration.
Access account information, transaction data and billing documents in a single platform for real-time visibility and task management, ensuring all work is assigned, prioritised and completed.
Everything this module does for your team.
Real-time data
Account information, transactions and billing documents in a single platform, so credit, finance and customer service teams work from one live source of truth instead of stale, disconnected records.
Task management
Every piece of work is assigned, prioritised and tracked. Reviewing credit limits and blocking overdue accounts can be automated with pre-defined rules, so risk is managed the moment it appears.
Credit controls
Manage payment methods and credit at the account level, activating and deactivating cards as circumstances change. Automated, rules-based controls keep every account within its agreed limits without manual intervention.
Business account portal
A 24/7 self-service portal gives business buyers full visibility of purchases, invoices and statements, and lets them raise change requests, queries and disputes, cutting contact volume and support time.
Save time by empowering your customers to manage their Opypro experience.
A centralised platform ends the internal handoffs and phone tag that come with disconnected systems. Automated task management keeps every account moving and mitigates risk before it grows, while the self-service portal lets customers find what they need themselves, freeing your team for higher-value work.
Real-time visibility and automated checks strengthen financial controls, reduce risk and support effective decision-making.
A centralised view of trade account information and status means the right answer is always at hand, improving response times.
Business buyers manage their own accounts, invoices and requests around the clock, boosting transparency and satisfaction.
Learn more about our solution.
Ready to see it on your accounts?
Book a 20-minute intro and we'll show you how it works with your receivables.