Do you enjoy always having your credit limit up to date? Do you like saving time by not having to provide us financial documents via email?

Then you should really connect your accounting system (ERP) to our platform! 🤩
 

By integrating your accounting system (ERP) with our platform you ensure that we always have the relevant data to provide you an accurate credit limit. The integration is made easily through the Treyd platform, and we support connections with several providers. See the list below for the supported providers in each country:
 

UK:
 

• Xero
• Sage Accounting
• KashFlow Account Software
• QuickBooks
  
   

Sweden:

• Fortnox
• PE Accounting
• Visma eAccounting
• Visma.net
• Microsoft Dynamics
• Björnlunden
   

To connect your ERP system, log in to the platform and navigate to "Company" (left side of the screen)

Scroll down to "Financial Information" and click on "Update" or "Connect accounting"

Then, choose "Continue" and select your provider in the list

Note: If you are going to connect using Sage 50 or Quickbooks you will have to install a connector first. Click here when using Sage 50 or here when using Quickbooks.

Approve access by clicking "Approve" and you will be redirected to your provider's portal

Enter your credentials (as an authorized user) and log in to finalize the connection.

The connection process will run in the background, and it should be up and running in a couple of hours.
 

Now you're all set! 💫
 

If your credit limit needs to be re-evaluated our Credit team will make their assessment as soon as the data starts showing. Usually you get feedback from us within 24 hours. If you need our help while setting up the connection, feel free to reach out to our Customer Support team through the chat on the platform or via email at support@treyd.io