1. Discovery
We review invoice volume, debtor profile, disputes and seasonality.
How it works
From onboarding to payout in a transparent sequence.
We run a disciplined six-step workflow: discovery, due diligence, term sheet, agreement, activation, and statement cycle. Quickbooks and Qbo intuit users can receive mapping notes before go-live.
2. Due Diligence
Document checks include financial statements, sample invoices, and legal setup.
3. Facility Design
Advance rate, reserve, limit, notification style and funding window are defined.
4. Contracting
Operational and legal frameworks are finalized with clear responsibilities.
5. Activation
Initial assignment and test payout confirm process readiness.
6. Ongoing Service
Regular reports, reserve transparency, and portfolio reviews support scale.
Timelines and documents
Most onboarding cases complete in 5-10 business days after receipt of full documents. Reporting outputs are available for Quickbooks-led finance teams and for Qbo intuit workflows requiring recurring exports.
