Know who’s over their credit limit before the next order ships.
A hold should have triggered and didn’t. An order was released by someone who couldn’t see the balance. By the time it shows up on the aging report, the product’s gone.
Four questions, about a minute.
| Customer | Limit | Exposure |
|---|---|---|
| Customer 0877Over by $6,240 with today’s orders | $40,000 | $46,240 |
| Customer 1530Over by $1,180 | $15,000 | $16,180 |
Sample data. Exposure is open invoices plus open orders.
What we look at
- Customer balances over their credit limit.
- Open orders that would push a customer past their limit.
- Limits that haven’t been reviewed in a long time.
What you get
- A daily list of exposure that needs a decision, not a monthly surprise.
- An email or text alert when a customer goes over their limit, sent to the people you choose.
- Each flag shows the balance, the limit, and the orders in play.
- A human still decides. The check only makes sure someone gets asked.
Who this is for
A good fit
- Distributors, manufacturers, and other operating businesses, small teams included.
- Running an ERP or accounting system.
- Based in the US.
Not a fit
- Businesses that run mostly on spreadsheets.
- Anyone looking for a financial audit. We’re not a CPA firm.
- Teams shopping for per-seat BI software.
Four questions, about a minute.
Questions people ask first
Do you connect to our live system?
No. We read from a copy of your database that you maintain, through your system’s official API, or from exports you send, and every report and check runs against our copy in your own private environment. We only ever read, and nothing we do changes your live system.
Who can see our data?
Only your team and eIDX. It lives on a private site built for your business, hosted on DigitalOcean and shared with no other client. It’s your data, and if you cancel, we send you an export and delete our copy.
Do you put our data into AI?
Only for your own reporting: to explain what the checks find, and to make your reports and checks better at reading your business. What the AI learns from your data serves your reporting and no one else’s. It runs on Claude, Anthropic’s AI, through its commercial API, and under Anthropic’s commercial terms your data isn’t used to train Anthropic’s models.
Is this a financial audit?
No. A data audit check flags transactions that match a known error pattern so a person can take a look. We don’t issue opinions and we aren’t a CPA firm. Your accountants keep doing what they do.
How does pricing work?
One monthly subscription for your whole company, sized to the reports and checks you need. It covers hosting, running everything on your schedule, alerts, and adding new checks as you find them. There are no per-seat licenses, so everyone who needs the numbers can see them.
Who owns our data?
You do. Only your team and eIDX can see it. It’s never sold, and it never trains AI for anyone but you. If you cancel, we send you an export of your reports and delete our copy.