Check an account's financial health

Before granting payment terms or signing with a new customer, Nicoka checks the financial health of a French company in the public registers, without leaving its record.

Run the check

1. Open the account record. Its SIRET or SIREN must be filled in: see Fill in an account's or supplier's identification from its SIRET.
2. Click Actions, then Check financial health.

A window opens and queries the public registers: the result shows there after a few seconds.

Click Save in activities to keep the result in the account Activities, dated and under your name: it keeps what the registers stated on the day of the check.

The result is reused for 7 days for the same company, without calling the registers again: the date of the check shows under the result. Click Refresh to query the registers again before that, for example before granting payment terms.

What is checked

• Company status: active or closed, according to the Sirene register.
• Last published accounts: revenue and net income of the last financial year. Many small companies file their accounts confidentially: Nicoka then shows "Accounts not published".
• Insolvency proceedings: the last five published in the BODACC (safeguard, receivership, liquidation), with the judgment date and a link to the notice.

The Companies directory record link opens the full record of the company on annuaire-entreprises.data.gouv.fr.

Good to know

• The action is offered on every account, to users allowed to update accounts. Without a valid SIRET or SIREN, or for a company from another country, the window says so without querying the registers.
• A check saved by mistake is deleted from the … menu of the activity.
• The public registers give facts, not a credit rating: for a risk score, use a specialised service.