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Platform preview

See Collections Cloud from the inside

A quick tour of the platform UK SMEs use to run credit control, check credit, trace debtors and recover unpaid invoices — every screen below is a real view from the system.

Collections Cloud dashboard overview showing case management stats and live vs closed cases

Case management

Every case, arrangement and payment in one place

Open any case to see the full picture — debtor details, outstanding debt, fees and interest, payment arrangements and status. Create tasks, log calls, send emails, request field visits and attach documents without ever leaving the record.

  • Live balances: debt, fees, interest and total outstanding
  • Payment arrangements and instalment plans
  • Tasks, calls, emails and visit requests per case
  • Documents and full case history in one view
Case details screen with debtor information, balances and case actions

Business credit checks

Know who you’re trading with before you extend credit

Pull a full business credit report in seconds — credit rating, score and a recommended limit, total assets, turnover and multi-year financials. Built-in compliance checks flag potential matches so you can set terms with confidence.

  • Credit rating, score and suggested credit limit
  • Multi-year financial summary and key figures
  • Group structure, beneficial owners and CCJs
  • Compliance flags and ongoing monitoring
Business credit report with credit rating, score, credit limit, total assets and turnover

Consumer credit checks

Assess individuals with a clear risk picture

Run a consumer credit report and get an at-a-glance risk score, electoral roll confirmation, CCJs, insolvencies, aliases and linked addresses — everything you need to verify a person and gauge the risk before you act.

  • Risk score and clear result summary
  • Electoral roll, addresses and aliases
  • CCJs, bankruptcies and insolvencies
  • Previous searches and notices of correction
Consumer credit report showing risk score, previous searches and result summary

Tracing & verification

Find and verify debtors who don’t want to be found

Submit a tracing and verification request with whatever you know — name, aliases, phone numbers, date of birth and last known addresses — and let the platform help you locate and confirm the right individual, then track it from your dashboard.

  • Trace by name, alias, phone or address
  • Verify identity and current contact details
  • Capture associated people and previous addresses
  • Track submitted and completed traces
Tracing and verification services request form for locating an individual

Dashboards & reporting

See your whole book of business at a glance

Your dashboard brings live and closed cases, outstanding tasks, legal actions, credit checks and tracing into one overview — with breakdowns like payment methods, so you always know how money is coming in and where every case stands.

  • Live vs closed case breakdown
  • Case management overview by type
  • Payment-method and performance charts
  • Real-time totals across your portfolio
Payment methods breakdown pie chart by payment type

One platform for the whole recovery journey

From the first credit check to the final payment — everything you saw above works together in a single system.

Automated credit control

Chase overdue invoices automatically with email and SMS workflows that run on their own.

Business & consumer credit checks

Run credit reports in seconds to price risk before you agree terms or extend credit.

Debtor tracing & verification

Locate and confirm debtors with built-in tracing and identity verification.

Case & arrangement management

Track debt, fees, interest, arrangements and every action from a single case record.

Legal action & enforcement

Escalate stubborn cases to recovery, legal action and enforcement without switching tools.

Dashboards & reporting

Monitor live and closed cases, payments and performance from real-time dashboards.

Ready to see it with your own cases?

Start your free trial and work in the real platform for 14 days — set up cases, run checks and watch your recoveries come together in one place.

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