Schedule Intake
Every schedule of accounts read, matched to its proof and priced for funding the same morning.
Why it matters
Clients send schedules with invoices, POs and delivery proof in mixed files; staff rekey every line before verification can even start.
How the solution handles it
Five agents read the schedule and every attachment, match each invoice to its PO and proof of delivery, check terms, age and debtor limits, ask the client for anything missing and calculate the advance and reserve. An account executive approves the funding.
How a schedule moves
Five agents read the schedule, match proof, check eligibility, chase gaps and calculate the advance; an account executive approves the funding.
What it reads, and what it hands back.
What goes in
- Schedule of accounts
- Invoices
- Purchase orders
- Bills of lading / proofs of delivery
- Client’s AR aging
What comes out
- Funding-ready schedule
- Invoice-to-proof matches
- Missing-document requests
- Advance and reserve calculation
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · “Estimated” = our estimate · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Every invoice verified with the debtor through a contact the client didn’t supply, before you fund.
Debtor Credit ReviewEvery debtor limit backed by payment history across your whole book, and reviewed when it moves.
Duplicate Invoice CheckEvery invoice fingerprinted and checked against your whole book and the lien record before it is funded.
Build this
for your team.
We’ll show Schedule Intake running on your own documents.