Help Center
25 articles
Features
Country Zone Overview
Partnership with Coface: Country Zone Overview
Credit Check
Guide: Overview of Credit Checks on Risika
Credit Policy - Administration
The Credit Policy is a strategic tool on the Risika platform designed to help your company automate and standardize credit assessments. By defining fixed frameworks for risk levels and credit limits, this feature ensures that all decisions are made on an objective basis in accordance with your internal guidelines. This minimizes manual errors and creates transparency across the entire team.
Credit Policy - Setup
Guide: How to set up and apply your credit policy
Credit Request
With Credit Request, you gather all requests in one central location, making the process lightning-fast and fully documented. The salesperson sends a request with a single click, and the finance department can evaluate the case immediately. The result? Faster orders and full control.
Credit automator
Automate your credit policy and save time
Deleting companies from a watchlist
This guide shows you how to easily and quickly remove companies from your watchlist.
Filtering: Identify your ideal customers and generate leads
The filtering function is your strategic tool for targeted lead generation and market analysis. By combining over 25 different data points—including financial key figures, industry codes, and Risika Scores—you can quickly identify healthy companies that perfectly match your ideal customer profile.
Global Orders Overview
A historical overview of your global data deliveries
Monitoring List
Guide: How to Use Monitoring Lists
Risk Insights
In this guide, we will walk you through how to gain deeper insights into your customer portfolio using Risk Insights from Risika.
Setting up monitoring emails
In this article, you can read about how to set up email notifications for your monitoring list.
Setting up the Fraud Module
Welcome to the guide for Risika's Fraud Module. Here you will get help setting up the module step-by-step, and you will gain a clear understanding of how to read and use the information the module provides you in your daily work.
Integrations
Business Central Integration Features
The Risika integration for Business Central automates your credit management and ensures your master data is always updated directly within your ERP system. Through real-time data and proactive monitoring, manual workloads and the risk of financial loss are minimized, providing you with a faster and more secure foundation for your daily operations.
Features in the NAV integration
Welcome to the user guide for Risika's NAV integration. As described in our implementation guide, the integration supports selected versions of NAV.
Features in the SuperOffice Integration
Welcome to the user guide for Risika's integration to SuperOffice. Here you will get an overview of the integration's features, and at the bottom of the page, you will also find a video introduction.
Features in the Uniconta integration
Get a complete overview of Risika's integration with Uniconta. This guide shows you step-by-step how to easily customize your layout, update financial data in real-time, and automatically monitor your debtors, so you can always make secure credit decisions directly in your ERP system.
Implementation of BC
Here you can read how to easily set up and implement the Risika integration directly into your Microsoft Business Central.
Implementation of Risika in Uniconta
In this guide, we will show you how to prepare for the setup of Risika's integration in your Uniconta.
Implementation of the NAV integration
In this guide, we will show you step-by-step how to implement Risika's integration for your Microsoft NAV.
Implementing the Risika Integration for HubSpot
This guide will help you prepare and implement the Risika integration for HubSpot
Risika integration for e-conomic
Welcome to the guide for Risika's integration with e-conomic. With this integration, we ensure that all your debtors from e-conomic are automatically added to monitoring on the Risika platform.