Clients and debtors
Onboarding, limits per client and per debtor, concentration rules.
Factoring management software
In short
Factoring software manages invoice finance: a factor buys or finances clients' receivables and collects payment from their debtors. Finsora handles client and debtor onboarding, limits, invoice upload and verification, advance payments, fee calculation, debtor payment matching and settlement of the remaining balance to the client.
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Factoring management software
Key features
Invoice upload and verification
Bulk upload, duplicate checks and verification workflow.
Advances and fees
Advance rates, discount and service fees, reserve and settlement calculations.
Payment matching
Bank statement import and automatic matching of debtor payments.
Client portal and reports
Clients submit invoices and see limits, advances and statements online.
Who it's for
Who it's for
- Factoring companies
- Invoice finance and supply-chain finance providers
- SME lenders adding receivables finance
- Banks' factoring units
Capabilities and integrations
- Client portal
- Debtor limits
- Bank statement import
- Invoice verification
- Fee engine
- REST API
How implementation works
How implementation works
01
Product rules
Recourse / non-recourse, advance rates and fee logic.
02
Configuration
Limits, documents, portals and approval workflows.
03
Bank connections
Statement import and payout flows.
04
Launch
Training and client onboarding.
Factoring management software
Frequently asked questions
What is factoring software?
It is a system that manages invoice finance: clients, debtors, invoices, advances, fees, collections from debtors and settlements.
Does it support recourse and non-recourse factoring?
Yes. Both models can be configured with different limits, fees and processes.
Can clients upload invoices themselves?
Yes. Clients use an online portal for single or bulk invoice upload and to follow their account.
How are debtor payments matched?
Bank statements are imported and payments are matched automatically by reference, amount and debtor, with manual review for exceptions.
Related solutions
Demo
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- Fast to launch
- Configurable, not rigid
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