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CONNECT module · Credit Management API services

Credit Management API: your credit decisions applied across your whole IT system

CONNECT integrates Hoopiz into your company’s application ecosystem. Information, indicators and decisions from Credit Management feed straight into your ERP, CRM and BI tools: the platform is not isolated, it is part of your operational flows.

See CONNECT in a demoSee the data flows
ERPaccount blocks and releases applied automatically
CRMrisk visible to sales
BIreceivables indicators exported

Illustration · fictitious data

How it works

Your data flows, your decisions apply everywhere

Hoopiz automatically retrieves cover from your credit insurers and information from your data providers, cross-checks it with your receivables and payment behaviour, then feeds risks, decisions and indicators back into your information system. No re-keying.

Inbound data: credit insurers and data providersOutbound data: to your information system (CONNECT module)

Your invoices, payments and customer data flow in automatically from your ERP.

Sound familiar?

An isolated Credit Management tool means decisions that never reach the field

If the credit limit stays in the credit manager’s software, the order still goes through in the ERP.

Finance departmentCFO, management control
  • Credit decisions are not applied in the ERP.
  • Receivables indicators are rebuilt by hand for reporting.
  • Every new tool adds double data entry.
  • No one has the same version of the receivables figures.
Credit managersCredit managers, sales administration, sales
  • We block and release accounts by hand in the ERP.
  • Sales cannot see their customers’ risk in the CRM.
  • Cover and ratings are re-keyed from one tool to another.
  • Opening an account takes too long.

What CONNECT does

Credit Management at the heart of your processes

API services organise exchanges between Hoopiz, your internal applications and external financial services.

Feeding your IT system

Your information system is fed with data from the connected financial services: cover, scoring…

Risk and collections in your applications

Collections and risk information is made available in the ERP, CRM or your business applications.

Exchanges for credit decisions

The exchanges needed for credit decisions are automated and tracked.

Export to BI

Data and indicators exported to your reporting tools, such as Power BI.

Blocks, releases, openings

Support for automated, secure account blocking and release and account opening.

Financial services from your IT system

Optional: query the connected financial services directly from your information system.

Use cases

Three concrete examples

Order

Automatic block in the ERP

  1. The customer exceeds their limit or becomes critically overdue.
  2. Hoopiz sends the block decision to the ERP.
  3. As soon as payment arrives, the account is released automatically.
Prospecting

Account opening from the CRM

  1. The salesperson creates the prospect in the CRM.
  2. Hoopiz queries the data provider and proposes a limit.
  3. The approved decision flows back to the CRM and ERP.
Reporting

Indicators in BI

  1. Hoopiz calculates DSO, aged balance and cover.
  2. The data is exported to your BI tool.
  3. Your group dashboards are up to date, with no reworking.

In practice

What CONNECT changes day to day

Your pain point
What CONNECT does
What you gain
Decisions not applied
Blocks and releases sent automatically to the ERP.
Decisions respected in the field
Double data entry
Cover and scoring fed into the IT system from financial services.
Less re-keying, fewer errors
Sales without visibility
Risk and collections available in the CRM.
A shared cash culture
Manual reporting
Indicators exported to your BI tools.
Up-to-date group reporting

One platform, 6 modules

CONNECT works hand in hand with the other Hoopiz modules

The modules share the same data: what one detects, the others let you act on.

RISKRisk & monitoringCredit decisions to share across the IT system.COVERCredit insuranceCredit insurer cover to synchronise.PILOTReceivables steeringIndicators to export to BI.

Hoopiz by sector: staffing · wholesale distribution · food & beverage · building materials · manufacturing · all sectors

From Q1 2027

CONNECT augmented by hoopiOne AI

  • Expose hoopiOne AI analyses in your applications.
  • Automate more low-stakes decisions.
  • Stay in control: every decision remains tracked.

FAQ

API and integration: your questions

More questions? See our full FAQ.

What is a Credit Management API?

These are services that let your applications (ERP, CRM, BI) exchange automatically with the Credit Management platform: risk information, cover, credit decisions, indicators.

Does Hoopiz integrate with our ERP?

Yes. Hoopiz connects to the main ERPs (SAP, Microsoft Dynamics, Sage, Cegid…) to retrieve invoices and payments and send back decisions (account blocks, releases, openings).

Can customer risk be displayed in our CRM?

Yes. With CONNECT, the risk level and collections status can be made available in your CRM.

Can data be exported to Power BI?

Yes. Receivables data and indicators can be exported to your reporting tools, such as Power BI.

Connect Credit Management to your whole IT system

In a demo, we show you the data flows and the use cases suited to your information system.

Book a demoRead the FAQ