Introduction

Invoiced acts as the autopilot for accounts receivable, ensuring seamless and efficient financial operations. By integrating IdentityCheck, users can enhance their experience with an advanced ID verification system tailored for today’s business needs. This integration helps to streamline identity checks, making it an indispensable tool for accounting and legal professionals.

Why Connect IdentityCheck to Invoiced

Connecting IdentityCheck to Invoiced offers significant advantages, particularly when it comes to automating client onboarding processes and enhancing Know Your Customer (KYC) protocols. This integration provides users with a reliable way to perform thorough identity checks, thus mitigating fraud risks and ensuring compliance with various regulations. In one example, Wardle Partners leveraged IdentityCheck to save 30 minutes per client, achieving a remarkable 5-10x ROI and reducing operational costs by 50%.

By automating the identity verification process, businesses can focus more time on core activities rather than manual checks. This results in a smoother experience for both service providers and clients, improving engagement and satisfaction.

Setting Up the Integration

1. Log in to your Invoiced account and navigate to the integrations section.
2. Select “Connect” next to IdentityCheck and authenticate using your IdentityCheck credentials.
3. Configure your settings to specify which aspects of identity verification are most relevant to your business.
4. Test the integration with a sample client to ensure everything is functioning smoothly.
5. Begin utilizing the streamlined workflow for ongoing identity checks.

How It Works in Invoiced

Within the Invoiced platform, IdentityCheck operates seamlessly to enhance your workflow. For instance, a financial advisor can verify a new client’s identity before initiating any financial transactions. With just a few clicks, identity verification becomes part of the standard check-in process, ensuring that all new entries are thoroughly vetted without additional manual steps. This integration turns complex requirements into a simple, automated task.

Frequently Asked Questions

• Where is my data stored? All data is securely stored and managed according to stringent compliance standards.
• Can I customize the verification message? Yes, you can tailor the messages to align with your brand’s tone and language.
• What if someone doesn’t complete the ID check? You will receive a notification, allowing you to follow up or adjust your workflow as needed.

The Smart Way to Verify in Invoiced

Integrating IdentityCheck with Invoiced offers a smart, efficient way to conduct identity checks directly within your accounts receivable process. This solution not only enhances security and compliance but also boosts operational efficiency. By choosing IdentityCheck, you’re ensuring that ID verification becomes an integrated part of managing your accounts, giving you peace of mind and more time to focus on growing your business.