FACTORING MANAGEMENT
COREFIN FACTORING is an industry solution based on Microsoft Dynamics 365, which helps factoring providers research each deal and evaluate information in order to offer the best conditions to their clients with minimum risk. Our solution is tailored to manage and optimize the different factoring types and invoice discounting process for businesses of all sizes and complexity, by providing an easy-to-use, automated and fully integrated platform to cover all internal processes and improve the decision making process.
Out-of-the-box or Tailored made?
We offer a wide range of ready modular solutions as well as broad expertise in building tailored solutions. Whatever you need to see your business grow – we have it!
• Flexible product terms definition based on the different factoring schemes: confidential/non-confidential, with or without resource, risk-oriented
• Be unique and give your client the needed flexibility that competitors cannot offer
• Definition of product specific features and automated workflows
• Ability to define on product level required documents and check lists to streamline and automate the follow-up processes
• Be unique and give your client the needed flexibility that competitors cannot offer
• Definition of product specific features and automated workflows
• Ability to define on product level required documents and check lists to streamline and automate the follow-up processes
• Flexible client onboarding over a client portal or directly in the back office - know first your client profile before engaging in doing business with them
• Prospects can complete either a quick online application form or engage directly in a detailed prequalification process
• Ability to score clients, manage documents and define flexible approval layers
• 360 degree client view - keep your client data up-to-date for better decision making and AI empowered prediction models
• Ability to manage debtors - request a new debtor, track debtor specific credit limits for a diversified portfolio, bespoke reporting on debtor exposure among clients
• Connectors to external platforms for credit check and data validation checks available on the market
• Prospects can complete either a quick online application form or engage directly in a detailed prequalification process
• Ability to score clients, manage documents and define flexible approval layers
• 360 degree client view - keep your client data up-to-date for better decision making and AI empowered prediction models
• Ability to manage debtors - request a new debtor, track debtor specific credit limits for a diversified portfolio, bespoke reporting on debtor exposure among clients
• Connectors to external platforms for credit check and data validation checks available on the market
• Once terms are agreed, your clients can start discounting invoices - sending those by email or uploading those directly via a 24/7 client portal
• Ability to configure a flexible OCR tool to auto-fill invoice information
• Invoices can be approved manually or automatically, based on available credit limit balance
• Based on the contract terms - the system will split the invoice into multiple transactions - advance payment, invoice payment, fees & commissions
• Fully automated tracking of all payment transactions in the future for a better liquidity overview
• Flexible Reporting utilizing Microsoft Power BI
• Ability to configure a flexible OCR tool to auto-fill invoice information
• Invoices can be approved manually or automatically, based on available credit limit balance
• Based on the contract terms - the system will split the invoice into multiple transactions - advance payment, invoice payment, fees & commissions
• Fully automated tracking of all payment transactions in the future for a better liquidity overview
• Flexible Reporting utilizing Microsoft Power BI
• Give your clients the flexibility to access information 24/7 and to be able to interact with you online - from their computer or mobile device
• COREFIN provides stakeholders with access to their personal and corporate profile information, give them the ability to apply and manage their applications online, exchange documents as well as to track status updates and review proposed terms
• Clients can access their contracts online, submit new invoices online, track their balance and cashflow forecast, make payments online
• You can add value to your clients by giving them access to their portfolio KPIs and performance, as well as embed a recommender based on their behavior and embedded AI capabilities for cross sale
• COREFIN provides stakeholders with access to their personal and corporate profile information, give them the ability to apply and manage their applications online, exchange documents as well as to track status updates and review proposed terms
• Clients can access their contracts online, submit new invoices online, track their balance and cashflow forecast, make payments online
• You can add value to your clients by giving them access to their portfolio KPIs and performance, as well as embed a recommender based on their behavior and embedded AI capabilities for cross sale