How CreditPal works

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CreditPal complements your existing accounting software - requiring no download or messy installation - and leaves you in full control of your data. It works just like an online bank account, giving you exclusive and secure access to your accounts via the internet. You can then use CreditPal to securely submit accounts information to your chosen credit and finance provider.


The CreditPal service is simple, swift and secure:


Upload your accounting data

  • CreditPal connects to your accounting software, makes a copy of the data, encrypts it and sends it to your personal CreditPal account.
  • It leaves your source accounting data unaffected and gives you exclusive access to this accounts copy via your secure CreditPal account.

  • Review your accounting data

  • CreditPal checks every transaction in your accounts against a series of mathematical and accounting tests.
  • It helps you to identify errors and omissions in your accounts that may be affecting your access to credit and finance.
  • It provides you with easy to use Search, Browse and Review tools that let you investigate your entire accounts (these tools are only available in paid for versions of CreditPal).

  • Submit accounts information securely

  • You choose the organisation to submit accounts information to and CreditPal generates the reports that this organisation will accept.
  • You are asked to check all the information in these reports and then submit them when you're satisfied.


  • Find out how you can submit accounts information using CreditPal by clicking here.

    Upload

    Search

    Browse

    Review

    Submit