Use Case

B2B SaaS client onboarding
with financial scoring.

Before granting annual contracts, extended payment terms or high-value plans to B2B prospects, score their financial health automatically. Reduce churn from clients who can't sustain the commitment — without adding friction to the sales process.

Score at the moment of conversion, not after churn

Instant background scoring during sign-up

Integrate RocketFin via API into your onboarding flow. Score every new B2B customer silently at sign-up — no friction, no document requests, no delays. Get the result before the contract is signed.

Risk-tiered onboarding flows

Route customers automatically based on their score: standard onboarding for healthy companies, enhanced verification for borderline profiles, manual review for high-risk applications.

Reduce involuntary churn from financial failure

A significant portion of B2B SaaS churn is involuntary — clients who couldn't sustain the financial commitment. Score-based onboarding identifies these profiles before they churn at their own expense.

Onboard better clients, retain them longer.

20-min live demo. We show you how scoring integrates into your onboarding flow without adding friction.

Book a live demo