Satago Credit Control as a Service (CCaaS)

The Credit Control Service Handbook

The ultimate credit control service guide for accountants and bookkeepers


Credit Control as a Service (CCaaS) Handbook

Satago's Credit Control Service Handbook is everything you need to set up a credit control solution that delivers the best results for your clients.

This guide will show you how to:

  • Help your clients get paid faster and avoid bad debt
  • Solve a problem that affects hundreds of thousands of UK businesses each year
  • Alleviate client stress and deliver on your duty of care
  • Earn additional, repeatable revenue for your practice

Input from practice growth experts

Will Farnell

Will Farnell

Farnell Clarke Limited

Rowan Van Tromp

Rowan Van Tromp

App Advisory Plus

Complete the form below to download our CCaaS Handbook and help your clients today:

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Using Portfolio overview to identify at risk clients

Once you have connected your clients to Satago (for FREE), they will appear in your portfolio overview. This will give you insights into their debtor book, and show you risk band distribution of their clients and their clients’ average payment days.

Using this information in the portfolio overview, you can easily identify which of your customers could benefit from your credit control as a service offering.

Read more about using our portfolio overview tool

Satago and you: An opportunity for growth

By combing the power of our portfolio overview tool and our free credit control as a service guide, you can help your customers and grow your practice by adding a new credit control function to your offering.

I think it almost doubled her fee overnight the amount of work we were doing for her, so we were very happy with that again, she got her money quicker, so she was very happy to pay it - Daniel Edwards, d&k Accounting

Watch the full case study here