Table of contents
Welcome to Finverity!
Welcome to FinverityOS, your all-in-one digital system for open account trade and supply chain operations.
There are two main roles you and your team will be performing on FinverityOS.
As an Admin:
Create profiles for your Corporate Customers to track their KYC data & documents
Customise Product structures and approval workflows according to your needs
Configure tailored deals linked to your Corporate Customers
View limits, invoice breakdown, status of all funding requests and payments
Upload multiple instruments in bulk
Track outstanding balances and repayment schedules
Assign roles and permissions within your organization – to ensure only authorised people have access to data or activities
Funder user
As a Funder:
View limits, invoice breakdown, status of all funding requests and payments
Upload multiple instruments in bulk
Review and approve funding requests
Track outstanding balances and repayment schedules
Assign roles and permissions within your organization – to ensure only authorised people have access to data or activities
See what your Customers can do here