AppsOrders & sales

Customer credit limits

See every customer's credit limit, open balance, and remaining credit in one table. AI catches orders that would go over the limit before they ship, and exceptions release in one click.

Book a demo

Credit operations / Orders & sales

Customer credit limits

Total credit limit

$1.659M

8 accounts under active credit review

Credit utilized

$1.137M

68.4% of total limit

Accounts over limit

1 account

$9K over limit

Average collection days

34.6 days

2.1 days faster

Credit exposure by account

Managed 8/8

Credit limit	Open balance	Available credit	Utilization
$240K	$218K	$22K	90.8%
$195K	$89K	$106K	45.6%
$140K	$149K	-$9K	106.4%
$325K	$179K	$146K	55.1%
$93K	$76K	$17K	81.7%
$279K	$161K	$118K	57.7%
$170K	$159K	$11K	93.5%
$217K	$106K	$111K	48.8%

Selected account

Beacon Wholesale

Over limit

Credit limit: $140K
Open balance: $149K
Available credit: -$9K
Utilization: 106.4%

Keep order on hold

Available credit is negative, so this account is over its limit.

Available credit -$9K / Utilization 106.4%

Review activity

Decision evidence

Open balance up to date
Current balance and available credit, pulled in automatically. Open balance $149K / Available credit -$9K
Risk policy evaluated
Over limit / Utilization 106.4%
Decision pending
Decision pending / Order held

Utilization and the recommendation update as soon as balances change.

Rule
Available credit < 0
Hold order; 85%+ used
Orders over the limit wait
An order that would push available credit below zero stops before it ships.
Daily 9:00 AM
From
inline AI OS
To
Account rep
Subject
Accounts near their limit
Accounts near their limit
Accounts close to their limit reach sales at 9:00 AM every day.
AI handles it
Release a held order and ship it
Exceptions in one click
Orders that are fine to send are released together and ship right away.

Describe it, and it becomes your tool.

This app was built by describing it. Answer a few questions and get an app you can use the same day, no developers needed.

Explore App builder

App builderCustomer credit limits

Request
When a customer's balance goes over their limit, hold the order before it ships and show why it was held.
App builder
Found 2 ARP modules. A few questions first.
How should available credit be calculated?
Credit limit − open balance − orders waiting to ship
When is an account near its limit?
At 85% of the limit or more
How should we follow up on accounts over their limit?
Send the rep the open balance and expected payment date
App builder
Your app is ready to use.

App definition: Shape; Task workspace; Connected data; ARP Order managementARP AccountingIDP Bank accounts; Rule; Available credit < 0 → hold order; 85%+ used → near limit; Automation; Daily 9:00 AM / Accounts near their limit → account rep

Explore all apps

Orders & sales

Collections follow-up

Past-due receivables grouped by aging bucket, with reminder emails drafted for review.

Orders & sales

Order status

See how far production and shipping have come on every order.

Accounting & cash

13-week cash forecast

Project 13 weeks of cash and spot the weeks that run short.

Account

Credit limit

Open balance

Available credit

Utilization

$240K

$218K

$22K

90.8%

$195K

$89K

$106K

45.6%

$140K

$149K

-$9K

106.4%

$325K

$179K

$146K

55.1%

$93K

$76K

$17K

81.7%

$279K

$161K

$118K

57.7%

$170K

$159K

$11K

93.5%

$217K

$106K

$111K

48.8%