Business Credit Reports Inside Salesforce

Comprehensive Business Credit Insight at Your Fingertips

Business Credit Checker pulls commercial credit data from Experian™, Equifax®, PayNet®, and DataMerch directly into Salesforce records. Underwriters and credit analysts see multi-bureau scores, payment histories, and risk indicators in one view without switching systems or logging into separate portals.

CloudMaven Inc dashboard showing business account balance of $24,098.00, tax reserve of $2,456.89, and a money flow bar chart with highlighted values of $2,450.

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Surface Liens, Judgments, And Public-Record Risk Before You Say Yes

A clean credit score won't always tell you the whole story. Review UCC filings to see who already holds a security interest in a business's assets, and flag bankruptcies or other derogatory public records that could put your position at risk. Get the full public-record picture alongside the credit report, so decisions are based on more than just a number.

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Surface liens, judgments, and public-record risk in one place

Review UCC filings to see existing secured creditors

Flag bankruptcies and other derogatory public records

Table listing tax liens and judgments with dates, status, amounts, filing numbers, and jurisdictions.

Verify EIN, TIN, And SSN Against IRS Data Before You Extend Credit

Catch fraud before it costs you. Verify a business's tax ID and confirm that the business name and address match official IRS and SSA-backed records, right inside Salesforce. If there is a mismatch, it indicates that something's off. Identify it before you extend credit or approve a partnership and protect yourself from bad actors using stolen or fabricated identities.

Validate SSN, EIN, and TIN against IRS and SSA-backed data

Catch tax-ID and address mismatches that signal fraud

Confirm business name and address match official records

IRS and EIN match found; address verified; no death master file match; no OFAC matches found.

Access Global Business Credit Data From Experian™, Equifax®, PayNet®, and DataMerch

No single bureau tells the full story. That’s why you can pull and compare reports from multiple credit reporting agencies, giving you a complete, verified view of a business’s financial standing. Compare trade lines, payment histories, delinquency records, credit scores, and financial risk indicators across multiple bureaus to identify discrepancies, validate business information, and reduce underwriting or vendor risk.

Credit insight on 365M+ businesses across 62 countries

Include Experian business credit report + Equifax® + PayNet® in one workflow

Higher accuracy with multi-source insights

Secretary Of State Verification Runs Natively Inside Salesforce

Confirm a company's legal status without ever leaving your CRM. Pull near real-time registration and good-standing data straight from official Secretary of State filings. Whether you are onboarding a new account or re-verifying an existing one, the same trusted filing data shows up right on the record. Everything lives inside your CRM, no browser hopping, no copy-paste errors, no extra logins.

Verify incorporation details and good standing from official filings

Automate SOS checks with a single link to 300+ global databases

View registered officers, directors, agents, and entity type

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Salesforce Automations Keep Business Credit Checks Accurate and On Time

Let Salesforce take over the routine work for you. Whether it is refreshing reports or kicking off a new business credit check, automations keep everything accurate and on time while your team stays focused. Pull business credit reports from any object with zero data exposure outside Salesforce, working seamlessly with your approvals, dashboards, and automations.

Trigger pulls via Flows, Apex, Triggers, or API

Automatic updates to business credit score fields

Fewer manual steps and fewer human errors

Automate from Lead, Case, Opportunity, Standard Object, and Custom Object

How Business Credit Checker Speeds Approvals, Reduces Errors, and Cuts Risk

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64% Faster Business Credit Approvals

Teams cut review time dramatically once business credit reports and scores land directly in Salesforce, instead of bouncing between portals and email attachments.

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43% Fewer Manual Data Errors

With automated pulls from major credit reporting agencies, copy-paste mistakes and mismatched business credit score data drop sharply across vendor and customer onboarding.

37% Reduction in High-Risk Approvals

Combining OFAC checks, Delinquency Score & Credit Limit™, and TIN validation helps teams catch risky accounts earlier and tighten business credit check decisions.

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26% Lower Operational Effort on Credit Reviews

Automated commercial credit report pulls and updates replace repetitive manual steps, freeing teams to focus on judgment calls instead of admin work.

Why Risk and Compliance Teams Choose Business Credit Checker for Commercial Screening

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Smart TIN Checks You Can Trust

Validate TIN and business details before you move forward. TIN checks help keep every business credit check clean, accurate, and compliance-ready from the start. Automatically verify TIN information during onboarding, vendor setup, or loan application workflows to reduce fraud and data-entry errors.

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Simple Setup That Doesn’t Slow You Down

You don’t need a technical team or long onboarding. Install, connect your bureau, and start pulling business credit reports in minutes. Configure bureau access, workflows, and Salesforce object mappings without custom development or external systems.

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Built-In OFAC and Compliance Screening

Check businesses against OFAC and other risk signals while pulling a commercial credit report, so you’re not approving partners who create compliance headaches later. Automatically flag high-risk entities and route potential sanctions or watchlist matches to compliance teams for review before approval.

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Transparent Pricing You Can Actually Plan For

No surprise charges or locked-in contracts. You only pay for what you use, keeping your business credit check costs clean and predictable. Scale usage across underwriting, vendor management, and compliance teams without worrying about hidden platform fees.

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Delinquency Scores You Can Act On

Use Equifax® Delinquency Score & Credit Limit™ to see how likely a business is to pay late and set smarter internal credit limits instantly. Incorporate delinquency scoring directly into underwriting, vendor approval, and account monitoring workflows to make faster risk-based decisions.

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Data That Stays in Your Hands

Your business credit score data never leaves Salesforce, giving you complete control over access, compliance, and long-term record keeping. Store reports, scores, and risk indicators securely within Salesforce for audit tracking, reporting, and internal governance.

SOS Verification Confirms Who You’re Really Doing Business With

Confirm a business’s legal status, registered agent, and good standing directly with Secretary of State records before extending credit. SOS verification runs alongside your credit pull, so you catch dissolved entities, name mismatches, or inactive registrations before they become underwriting problems.

Surface Liens and Judgments Before They Surprise You

See UCC filings, liens and judgments alongside payment history and credit scores, so risk teams aren’t just looking at how a business pays; they’re seeing the legal encumbrances attached to it. Catch outstanding judgments before they turn into collection issues.

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Frequently Asked Questions

Which business credit bureaus are supported?

Business Credit Checker integrates with leading business credit bureaus including Experian™, Equifax®, PayNet®, and DataMerch. The business credit information pulled by our app provides a complete view of the business credit profile for the business applicant that includes verified data from multiple sources. This allows lenders, brokers and risk managers to have current, accurate business credit information to guide their lending decisions.

How quickly can I get business credit reports?

Business credit reports are returned in a matter of seconds via our real-time integration. By having direct access to the credit bureaus, we provide you with immediate access to the business credit score, payment history and financial risk indicators. This allows you to make faster decisions on credit, improve your underwriting turnaround time, and be able to manage all aspects of credit in Salesforce without having to log-in to an external system.

What types of businesses are covered?

We provide business credit reports on small, medium-sized, and large enterprises located in over 60 countries around the world. Whether you need to perform due diligence on new customers, vendors or partners, we provide business credit reports for both U.S. and international businesses which makes us ideal for lenders, leasing companies and finance teams looking to use Salesforce to assess B2B credit risk.

Does it work with existing Salesforce workflows?

Yes. Business Credit Checker is native to Salesforce, which means we will integrate seamlessly with your existing approval process, workflows and trigger functionality. You can use flow, apex or process builder to automate the business credit check, score evaluation and limit recommendation. All data remains secure and audit ready within Salesforce.

What risk assessment data is included?

Each business credit report includes a credit score (based upon the business credit bureau data), a payment history, a delinquency score, financial stability indicators, and recommended credit limits. Additionally, we can provide compliance data such as OFAC checks, IRS TIN/EIN verification, SOS status, and liens & judgments to assist your team in making informed decisions directly within Salesforce credit risk dashboards.

Can I verify a business’s legal status and check for liens or judgments alongside the credit report?

Yes. Business Credit Checker can pull SOS verification to confirm registration status and good standing, and surface liens and judgments alongside your multi-bureau credit data. Combined with KYB verification, this gives risk and compliance teams a complete picture of who they’re doing business with, all inside Salesforce.