To improve communication with your factoring clients, you can use our fully integrated client portal, which you can make available to your factoring clients as a white label solution. The direct integration of the customer into the factoring process eliminates the need for resource-intensive inquiries by phone or email. In addition, a dashboard gives them a real-time view of selected performance figures and provides them with the right information exactly when they need it. Key issues of the factoring process, such as the submission of documents in individual or collective procedures, the application for limit increases, the overview of all debtors and import logs, can be initiated or viewed by the customer independently.
Import and automated extraction of invoices
Our solution allows factoring clients to conveniently upload individual invoices or several invoices in bulk. The invoice data is automatically extracted using our machine learning engine and flows directly into subsequent processing. This minimizes the effort for the customer and also optimizes data quality.
Import status
An import status is generated for each imported invoice, which can also be transparently tracked for past invoices. The customer can also view any import logs and possible error logs.
Dashboard
Your customers benefit from a clear cockpit that contains all the key information and is based on the data from the factoring contract management solution. The information displayed can be individually adapted to the customer's wishes.
Limit utilization and increase
The factoring customer can see the utilization of the purchase limit granted to him in real time and thus immediately deduce whether further invoices can be purchased automatically. If the limit is no longer sufficient or needs to be adjusted, the customer can also request this directly via the customer portal.
Overview of non-purchases
In order to be able to transparently understand the reasons that led to a non-purchase, the factoring customer also has a function for this purpose.
Accounts receivable overview
The factoring client can obtain further details via the accounts receivable and voucher overview. Many of the typical customer inquiries can be answered using this self-service, thus relieving your back-office capacities.
