Introduction

Welcome to a new era of efficient accounts receivables management with Chaser, the premier end-to-end accounts receivables automation software and service provider. Guided by its mission to enable businesses to get paid on time, Chaser offers an expansive toolkit for managing invoices, tracking payments, and automating reminders.

IdentityCheck seamlessly integrates with Chaser, enhancing its capabilities by adding a robust layer of identity verification to streamline the entire receivables process. By combining Chaser’s automated workflows with IdentityCheck’s secure ID verification, businesses can elevate their operational efficiency and reduce risk.

Why Connect IdentityCheck to Chaser

Integrating IdentityCheck with Chaser provides a seamless experience that ensures only verified clients engage with your business. Here are some key benefits:

• Streamlined KYC Checks: Simplify the identity check process within Chaser’s interface, minimizing manual intervention and human error.
• Enhanced Security: Protect your transactions by ensuring that all parties involved are authenticated, thereby mitigating potential fraud.
• Improved ROI: A recent case study highlights how accounting firm Wardle Partners achieved a 5-10x ROI with IdentityCheck, saving 30 minutes per client and reducing costs by 50%. Read the full case study here.

Setting Up the Integration

1. Log in to your Chaser account and navigate to the integrations tab.
2. Search for IdentityCheck and initiate the integration.
3. Authorize the necessary permissions for seamless collaboration between the two platforms.
4. Configure your KYC check preferences within Chaser to suit your business needs.
5. Save your settings and test the integration with a sample client.

How It Works in Chaser

Once integrated, IdentityCheck takes charge of verifying identities as you onboard new clients through Chaser. For instance, as new client details are entered, IdentityCheck automatically performs a comprehensive identity verification, updating the client’s status in Chaser as verified once the checks are complete. This guarantees that all invoices are only sent to confirmed, authentic clients, improving payment accuracy and reducing turnover times.

Frequently Asked Questions

• How is data stored? IdentityCheck ensures that all data is encrypted and stored with the highest security standards, adhering to global data protection regulations.
• Can I customize the KYC check process? Yes, the integration allows you to tailor the identity verification parameters to align with your specific compliance requirements and business processes.
• What happens if a check is incomplete? IdentityCheck will flag incomplete identity checks within Chaser, prompting you to take necessary follow-up actions to expedite verification.

Final Thoughts

By leveraging IdentityCheck within Chaser, you bring a new level of security and efficiency to your accounts receivables process. Enjoy the peace of mind that comes with ensuring seamless ID verification and enhance your workflow with minimal effort. Start optimizing your operations today with this powerful integration.