Solutions

Credit Insights

Reduce write-offs and manage client risk with credit data.

Benefits

With a clear line of sight into your clients’ creditworthiness and payment behaviour, FeeSynergy Credit Insights empowers accounting and legal firms to manage risk confidently, reduce write-offs, and uncover new advisory opportunities.

Equifax integration

Direct access to industry-leading credit scores and reports.

Risk & trend visibility

Interactive dashboards showing client payment trends and portfolio risk profiles.

Credit alerts

Never be caught off guard by clients going through critical credit events.

How it works

Get a clear, real‑time picture of how creditworthy your clients are and how healthy your receivables looks. It presents client credit scores and payment‑history data so you can quickly identify high‑risk accounts and spot opportunities with reliable clients.

The Process

1 Select client

2 Client credit score and trend is displayed

3 Download Equifax credit report if required

Use independent credit data to your advantage.

Knowing a client’s credit score is one of the best indicators of how the market views them. No matter how long you’ve worked together, their credit position can shift overnight. Armed with real-time Equifax data, you move beyond gut feel to make decisions grounded in objective risk metrics.

Equifax Credit Scores

Real-time credit scoring data for every client.

Client Payment Trends

Analytics on days-sales-outstanding, aging buckets, and payment velocity.

Portfolio Risk Profile

Aggregate views of your total debtor ledger’s risk distribution.

Online Credit & Land Title Reports

On-demand access to full Equifax credit reports and land-title searches.

Credit Alerts

Automated alerts highlighting clients who are undergoing critical credit events.

Write-Off Reduction Tools

Early-warning indicators and tailored workflows to proactively mitigate bad debt.

See FeeSynergy in action

Book your demo today

Testimonials

Hear from our happy & satisfied customers

Moore Australia (Vic) has been a long-standing client of FeeSynergy. Initially, we utilised their software, and now we benefit from their outsourced accounts receivable services. The account receivable team, led by Dean Phillips, stands out for their exceptional approach. Rather than simply chasing money, they treat clients with respect and work collaboratively. Our Directors have never felt more comfortable with someone calling their clients than they do with Dean. FeeSynergy have significantly improved our cashflow and helped us to maintain strong client relationships; Dean has even helped us to generate additional revenue through the relationships he has created.

We highly recommend FeeSynergy to any accounting or legal firm looking for reliable and effective AR solutions.

Moore Australia (Vic)

We’ve seen a big improvement in debtor days since using FeeSynergy’s Collect System. Clients appreciate the friendly reminders and payments come in much quicker. The direct debit option included within FeeSynergy is also very beneficial.

Geraldine Adam

Coote Family Lawyers

Engaging the FeeSynergy Outsourced Accounts Receivable Service has totally transformed our debt collection system.

The service fits perfectly into our business but more importantly allows the accounting team to get out of the way of the collection process and back to doing the work!

It solves the two great business problems – time saved and improved cash flow

Collins Hume

The FeeSynergy Collect System has transformed our debtor management process. It’s streamlined, automated, and delivers results — reduced debtor days, improved cash flow, and a more professional client experience. It’s become an essential part of how we operate.

Sarah Cox

WSC Group

The FeeSynergy Collect platform has improved the way we manage Debtors and had a positive impact on our debtor days. It is easy to see both at a global and detailed level what and who our aged debtors are. The team at FeeSynergy have always been very prompt and helpful with any queries we have.

Christine Kearton

Hamilton Morello

Outsourcing through FeeSynergy has been a smart move for our firm. It’s allowed us to free up internal resources, focus more on client relationships, and ensure key administrative tasks are handled efficiently and professionally.

Tom Walsh

Walsh Accountants