Table of contents
Creating a Customer
A “Customer” is a profile of your corporate customer. It's one of two Company types on FinverityOS and the first step in setting up your Deal.
By creating a Customer on the platform:
You ensure that all details related to these companies are stored in one, centralized place
They can be linked to one or many transactions as either a Payer/Buyer or a Seller/Supplier
In this Guide, we will walk you through below steps:
Adding the Company’s legal entity details
Adding Directors, Owners and Representatives
Adding Corporate Financial Information
Uploading Documents
Adding & Inviting users
Creating Bank Accounts
Activating the Customer