Apply, transform, send or gather — make the next step with your business information simpler.
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Business & credit applications
A clearer path from application to decision.
For suppliers and credit teams managing business account and credit applications. Bring the application, supporting information and review process together, so applicants know what to provide and your team knows what needs attention.
Guided digital applications
Collect business details, supporting documents, declarations and acceptance of your terms through a clear online journey.
Reusable business profiles
Let applicants reuse their business information and documents, reducing repeat entry when starting another application.
Workflows that fit your business
Configure application forms, review steps and decision policies, with branding and availability for your branches.
Reviews, decisions and reporting
Keep applications and evidence together, record approval or decline outcomes, and generate application reports.
Follow-ups in one place
Ask questions, request extra documents or forms, and exchange messages with applicants as their application progresses.
Connected business checks
Bring business verification, credit bureau reports and PPSR functions into your process where the relevant services are enabled.
For teams receiving spreadsheets and data files that need to be reshaped into a consistent format. Turn differently structured source files into the data your next system or process expects, with a chance to review the mapping before processing.
Work with common file formats
Start with CSV, Excel, JSON or XML files, including sources with different column names and layouts.
Map source data to your target
Use suggested field mappings, review the matches and resolve missing fields or supply default values.
Review and validate before processing
Check the proposed mapping and data boundaries, and resolve validation issues before submitting the job.
Make repeat work easier
Define reusable target templates and retain mapping profiles for recurring files with familiar structures.
Bring related files together
Combine data from multiple files using a shared identifier, then map the combined information to your target format.
Produce consistent output
Generate a transformed file for the next step, such as a business-system import or a credit bureau data submission.
For teams sending sensitive information to customers, partners or colleagues. Send confidential messages, credentials and files through a secure link, with control over when and how often the recipient can open it.
Messages and files together
Send a private message, attach files, or combine both in one secure send to a recipient.
A dedicated recipient experience
Recipients open an emailed link and verify access with a one-time code sent to their email address.
Control the access window
Set an expiry and choose how many times the recipient can sign in to open the content.
Keep sensitive details private
Put credentials and confidential information in the secure message, with a separate public note to introduce the email.
See what has been opened
Review opening and file download activity alongside the recipient, expiry and status of each secure send.
Close access when needed
Revoke a secure send. Recipients can confirm they have received the content, closing access for sends with a limited number of openings.
The information you need. One secure conversation.
For accountants, lawyers and other organisations collecting information from customers, partners or associates. Bring requests and responses into a secure channel, instead of exchanging sensitive information by email.
Ask for what you need
Send an information request to a contact, customer or associate, setting out what they need to provide.
Messages, forms and files
Bring questions, forms and file requests together so recipients can see what is needed in one place.
Simple, verified access
Recipients receive an email notification and sign in to their Gather portal with a one-time code.
Complete requests securely
Recipients respond to messages, fill out forms and upload files through the secure portal.
Stay informed as work progresses
Your organisation is notified when a request is completed. Recipients receive email notifications whenever their request is updated.
Keep the conversation moving
Send further requests or messages when you need more information, and let recipients respond in the same secure channel.
We’re bringing that experience with business information and connected systems to a new family of products. Apply, Transform, Send and Gather share one purpose: help businesses put their information to work with less friction.
The next chapter is coming
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