The review list
Eight accounts surfaced from a 48-customer book, with the actual rule that brought each account forward.
CreditIntel · demonstration
A working credit review, built to make the important changes visible.
This is the CreditIntel Screening Desk: a browser-based review of a synthetic credit portfolio. It shows how exposure, payment behavior, limits, and exceptions can be brought into one analyst-ready view.
About this demonstration: every company, balance, rating, and history is fictional. This is not client data or a record of any real company. The review flags and explains; a credit professional makes every decision.
What to look for
Not another dashboard. A place to begin a more useful weekly conversation.
The account story
Exposure, aging, utilization, rating history, and payment behavior together, so a reviewer can understand the change before deciding.
The discipline
The desk is a demonstration of a method: make the evidence visible, state the uncertainty, and keep the decision with the responsible person.
The engagement boundary
On a real engagement, the format follows your export and your team’s review rules.
One agreed credit or receivables workflow, not a broad transformation promise.
A source extract the client chooses to share. No requirement to replace existing systems.
Figures reconciled to the agreed source data before a review is shared.
Human review, escalation, and final credit decisions remain with the client’s professionals.
Hearth Advisory
Careful analysis, made usable in the meeting where it matters.
CreditIntel is Hearth Advisory’s first product for credit and receivables teams. If this review resembles a conversation your team is having today, we can talk through one focused workflow.