Transactions sync automatically, giving you instant visibility into revenue, cash flow, and receivables for smarter financial decisions.
Latest Updates from Credee This October
This quarter was all about progress, and we can’t wait to show you what’s new at Credee. From smarter updates to meaningful improvements, everything is designed with your growth in mind.
Credee + IRS Logics
Smarter Solutions for Tax Professionals
We’re excited to announce that Credee can now integrate with IRS Logics, a widely used tool by tax professionals. Businesses using IRS Logics can now connect seamlessly with Credee, making it easier to manage financing alongside daily operations.
This integration enables you to work smarter, serve clients faster, and maximize the benefits of both Credee’s financing solutions and IRSLogics’ CRM capabilities.
Coming Soon at Credee!
The Credee Marketing Terminal
More than just a payment device, the Marketing Terminal is a complete growth engine for your business. Unlike traditional card machines, it turns every transaction into an opportunity to engage, retain, and acquire customers.
Big Update
The Credee Enterprise Panel Is Now LIVE!
We’re excited to share that the Enterprise Panel in Credee is live! This powerful tool gives Enterprise accounts more control and visibility across multiple locations and businesses.
Please note: there is no direct sign-up for Enterprise accounts. If a business needs to be marked as Enterprise, simply submit a ticket to our development team—we’ll handle the backend setup for you.
With the Enterprise Panel, you can:
Easily manage multiple locations
Add new businesses or locations, and quickly update key details across your network.
Streamline financial operations
Handle payment plans, finance management, and AR tasks from a single dashboard.
Accelerate approvals
Create and track Instant Approval Widgets for faster customer onboarding at each location.
Gain actionable insights
See aggregated totals for all locations at a glance, helping you identify trends and optimize performance.
Simplify team management
Add users and assign training sessions per location to ensure consistency across your organization.
Maintain oversight on claims and payments
Track activity with view-only access while individual locations retain operational control.
Your Business, Now Matched with More Qualified Customers
At Credee, we recognize the value of reaching customers who are prepared to move forward with financing. That’s why we have a dedicated customer page where individuals can share a few details about themselves and the services they’re seeking. Credee then matches them with trusted service providers, making the process seamless and efficient.
What Does This Mean for You?
You’ll see more qualified, financing-ready customers reaching your business.
Higher conversion potential with customers who already know what they need.
Fueling Your Growth with Smart Integrations
Credee partners with leading platforms across accounting, CRM, and operations to make buy now, pay later solutions effortless for your business. These partnerships help you save time, increase revenue, and deliver a smoother experience for your customers.
Streamline collections and offer flexible payment plans, helping you recover overdue payments quickly while keeping customers happy.
Provide flexible financing that supports timely payments and helps customers boost their credit scores, driving loyalty and repeat business.
Integrate no-credit-check BNPL into your marketing workflow, making every deal more appealing and conversion-ready.
Thank you for your continued partnership!
Each enhancement is designed to deliver greater efficiency, stronger customer connections, and lasting value for your business.
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