Data Studio

Keep your portfolio paying.

Data Studio is the workspace that puts you in control of risk and opportunity by delivering complete and ongoing visibility into the financial health of every customer in your portfolio.

 

Credit Managers are expected to safeguard revenue, promote growth, and remain proactive about risks, all while managing incomplete data, disconnected tools, and ongoing change.

 

Data Studio consolidates everything in one platform. With visibility across your entire portfolio and confidence in the data underpinning every decision, you’ll always stay one step ahead.

Your best credit decisions start with data you can trust.

Credit decisions rely on having the right data at the right time. Data Studio connects your data to the Creditsafe universe to eliminate duplicates, fix errors, and enrich records with the datapoints you need to build a decision-ready portfolio.

Data Studio Identify

Match

Whether your data is clean or chaotic, Data Studio accurately links your customer records to real, verified companies. You can match up to 50,000+ of your records in minutes against Creditsafe's global company data.

Data Studio Cleanse

Clean

Fix broken, inconsistent, or duplicate records with automated cleaning that brings structure and accuracy to your database. Standardise names, addresses, and formats across your database. 

Data Studio Enrich

Enrich

Enhance your customer records with comprehensive financial, risk, and company insights from the Creditsafe global company database. Select the precise data points that align with your risk strategy. 

You won’t get caught off guard when change happens.

When your data is reliable, you’re ready to move fast. Data Studio centralises change management and notifies you the moment new risks or opportunities emerge, so you can act early, grow safely, and stay in control.

Data Studio Insights
  1. A singular view of all alerts across your entire portfolio.

    No more jumping between credit reports or spreadsheets. Data Studio brings all your alerts into one dashboard. giving you a real-time, portfolio-wide view of what's changing, where it’s happening, and which customers need your attention now.

  2. Customosable alert profiles that can be applied to a specifc portfolio.

    Set unique alert rules for different customer segments like high-value accounts, specific industries, or risk categories, so you only get notified about changes that matter to you, in the context that matters most.

  1. Flexible rule settings to control timing, scope, and types of alerts.

    Fine-tune what triggers an alert, from score changes and legal filings to new financial data and set the frequency that works for your team. You stay in full control, without noise or surprises.

  2. Track, anlyse and visualise changes in a single convenient report.

    Consolidate all company score and limit changes into one convenient report, follow credit risk trends over time, and prioritise focus with colour-coded alerts that highlight positive or negative changes.

Lead a high-performing portfolio with clarity from end to end.

When you can see everything clearly, you can steer your portfolio with confidence. Data Studio keeps you one step ahead throughout the customer lifecycle, so you can manage risk, unlock growth, and focus effort where it matters most.

customer portfolio
  1. Track trends and performance with insights across all portfolios.

    Get a real-time view of how your portfolios are evolving, from changes in overall risk exposure to shifts in payment behaviour or financial health. Spot patterns, compare segments, and make better-informed strategic decisions.

  2. Schedule regular data enrichment for continuously updated records.

    Set up automated enrichment cycles to keep your customer data accurate and complete without manual intervention. As company information changes, your records stay fresh, so you're always working with the best available data.

  3. Gain a clear overview of what’s happening in a portfolio at any given time.

    Data Studio gives you a single, focused view of all customers in your portfolio, along with filters, tags, and summaries that help you drill into what matters most. Whether it’s assessing risk concentration or identifying growth-ready accounts, clarity is just a click away.

Watch Lists surface critical warnings across your portfolio and make sure they’re visible wherever your team is working.

When you’re managing hundreds or thousands of companies, it’s easy for bad actors to slip through. Watch Lists help you flag and track known or suspected risky businesses directly within Data Studio, while pushing visible warnings to Creditsafe Business Reports, so your entire team stays aware and aligned.

Data Studio Insights
  1. Flag high-risk accounts across your portfolio.

    Add any company to a Watch List to closely monitor changes, trends, and alerts.

  2. See Watch List alerts inside your Creditsafe reports.

    Watch List flags appear directly in Creditsafe reports, creating continuity and visibility across your tools, even for users outside Data Studio.

  3. Detect risk links via director connections.

    Get notified when a director of a company you're reviewing is also linked to a business on one your Watch Lists.

  4. Keep everyone focused on the same priorities.

    Strengthen internal alignment by making it clear which companies need extra attention and why.

Discover new insights about your customer base

Data Studio’s portfolio analysis report transforms the influx of new business data into rich and actionable credit management insights. 

  1. Identify current portfolio risk

    View the distribution of risk across your customer base and pinpoint key accounts that pose a higher risk of slow payment of bad debt.

  2. Uncover emerging risks

    Discover where tomorrow's risk may originate from with a view of accounts with declining credit limits and a continual drop in credit score.

  3. Discover growth opportunities

    From under-utilised credit limits and increased profits to large group structures, discover new areas for growth within your customer base.

  4. Assess database health

    Explore the health of your database with a clear view of duplicate records, inactive accounts and distribution by firmographic criteria.

Find out why companies of all sizes choose and love Creditsafe.

Join 100,000+ companies powering their business decisions with Creditsafe