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  • Solutions
    • Automated Debtor Management
    • Direct Debits
    • Engagement Letters & Proposals
    • Fee Finance
    • ID Verification & AML
    • Credit Insights
    • Online Payments
    • Outsourced Accounts Receivable
  • About
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    • FeeSynergy Collect
    • FeeSynergy Synergy System
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Solutions

Credit Insights

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

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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.

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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.

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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

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Testimonials

Hear from our happy & satisfied customers

FeeSynergy’s Collect System has delivered measurable results for our firm, significantly improving our debtor days and streamlining client payments. The full FeeSynergy platform brings all key processes together — from engagement letters and payment options to direct debits and compliance with TPB and AML — providing an efficient, end-to-end solution for our practice.

Sehran Boon

Lombardi Partners

We’ve been using FeeSnergy for fee funding for a while now, however we still required a better solution to manage our client communications for outstanding invoices. We implemented FeeSynergy Collect and the FeeSynergy Payment Gateway, and within 6 months it has cut out debtor days by two-thirds. Approximately 80% of our outstanding invoices are now current and our 90+ days debtors are now a rounding error! Our support staff always found that debtor phone calls were a struggle, however with this function now automated, they are finding that most clients are paying before or on the due date.

Scott Edden

Partner

Pitcher Partners

We have only recently implemented FeeSynergy Collect but it has already proved its worth by lowering the cost of debt collection and improving the client experience by providing online access to their accounts and offering payments by EFT, Credit Card, Direct Debit and flexible Funding Arrangements.

Tony March

General Manager,

Madgwicks Lawyers

FeeSynergy Collect an intuitive, easy to use system. The user interface and dashboard has equipped us with the right information to make fast and smart decisions. We have experienced an immediate reduction in debtors, our processing time has been reduced and key system features have enabled better communication. We are highly satisfied with this great system.

Melanie Dawe

Business Manager

Bentleys SA

FeeSynergy is the #1 provider of debtor management software and finance solutions to accounting and legal firms in Australia and New Zealand.

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Get in touch

Australia Head Office

  • info@feesynergy.com.au
  • +61 3 9822 1300
  • www.feesynergy.com.au
  • Suite 3, 990 Toorak Rd, Camberwell, Victoria, 3124

New Zealand Head Office

  • info@feesynergy.co.nz
  • 0800 427 901
  • www.feesynergy.co.nz
  • PO Box 39089, Harewood Christchurch, 8545

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