Extract ledger data from accounting packages
Streamline your lending proposition by pulling ledger data directly from your clients’ accounting systems. Our data extraction solution connects to the accounting system of your client, both on-prem or cloud, to pull relevant financial data into our analysis tool, making it easy to interrogate, analyse and pass on for funding. The clear trend data allows risk controls to be applied.
How does it work?
Our solution helps you play it safe by integrating your clients’ accounting data directly into your lending proposition, be that factoring, invoice discounting or supply chain finance. It extracts and stores full details of your clients’ Sales Ledger, Purchase Ledger and Cash Movements. Historical data is retained to allow trend analysis and risk controls to be applied. It automates the process of picking up client’s sales data, providing them with quick access to funds.
