KYC is still in an inbox.
Missing information delays the funding request.
Finance operations
Factoring that checks the invoice before the money moves
Every invoice a client submits is checked in Beezr against their documents, their facility limit and the invoices already funded. Funding is approved against a live limit, and every payment from the debtor lands on the right invoice.
The factoring application exists and can be shown on the discovery call.
- Onboarding and KYC
- Facility
- Invoice intake
- Funding
- Collection
- Settlement
Factoring breaks when the checks live apart
Policy checks move between inboxes and spreadsheets.
The same invoice reaches different reviewers.
Manual duplicate checks leave the funding decision exposed.
Exposure waits for reconciliation.
Funding needs the current facility position.
Control belongs beside the decision.
Follow one invoice, from onboarding to settlement
Follow the invoice through your funding controls.
The supplier arrives with documents.
The supplier completes your document checklist. A reviewer approves onboarding.
Forms capture documents; workflow approvals route KYC review.
- Supplier intake
- Document checks
- KYC review
The facility carries its own limit.
The facility carries terms and limits. Connected records calculate exposure and availability.
Connected records compute the facility position.
- Facility terms
- Connected exposure
- Available limit
The invoice is checked before funding.
The invoice links supplier and debtor. Duplicate checks send exceptions for review.
Workflow rules check invoices and route exceptions.
- Invoice intake
- Duplicate check
- Exception review
Approval sees the live position.
A limit breach blocks funding. Separate roles validate, approve and disburse.
Approval steps route decisions; permission profiles separate duties.
The workflow approval step. It routes funding review. The debtor pays against the invoice.
Cash is allocated against invoices. Your rules handle fees and reserves.
Connected cash records carry allocations, fees and reserves.
- Debtor payment
- Invoice allocation
- Fees and reserves
The position closes with its history.
Treasury controls settlement and reconciliation. Management sees the position and its history.
Role-based reports read connected facility and cash records.
- Reconciliation
- Settlement
- Position reporting
Every cash event changes the same position.
What changes when factoring controls share records
| Before | With Beezr |
|---|---|
| KYC documents chased across messages | A checklist and review on the supplier record |
| Duplicate checks depend on the reviewer | Invoice checks before funding approval |
| Exposure reconstructed after funding | Availability computed from the live position |
| Audit trail rebuilt from inboxes | Actions recorded as the workflow runs |
Why not packaged factoring software or a custom build?
Compare each option against your control points.
| Question | Packaged factoring software | A custom build | Beezr |
|---|---|---|---|
| Process fit | Evaluate its built-in lifecycle | Specify your lifecycle | Configure your lifecycle |
| Controls | Evaluate the available controls | Build and maintain the checks | Connected limit and duplicate checks |
| Policy changes | Use its supported settings | Change the implementation | Change workflow rules |
| Role separation | Check its permission model | Implement role permissions | Permission profiles and approval steps |
| Connections | Check its available integrations | Build the connections | Integration Hub and REST steps |
Factoring on Beezr at a glance
- Records
- Suppliers · Debtors · Facilities · Invoices · Funding · Cash events
- Workflows
- KYC · Facilities · Invoice checks · Funding · Allocations · Settlement
- Screens
- Operations workspace · Risk review · Treasury views · Management dashboards
- Reports
- Exposure · Availability · Utilisation · Invoice status · Reserves · Concentration · Audit trail
- Connects to
- Accounting · Bank files · Email and WhatsApp · Sign-on
- Fits
- Receivables finance · Separate treasury and risk roles · Arabic and English
Built from parts, so the next process is faster
We connect onboarding to funding decisions. Ledgers follow payments. These parts run lending and collections.
Accounting connects through the Integration Hub or a REST step. Systems without APIs use a Web Agent.
Onboarding and KYC
Runs lending and supplier onboarding
Limits and exposure
Supports financing facilities
Case management
Runs collections and disputes
Ledgers
Runs lending and supplier balances
Reconciliation
Runs financing cash events
Approvals
Runs procurement and HR requests
Already running at companies like yours
See the build on the discovery call. Explore lending and collections.
Questions buyers ask about factoring on Beezr
How is this different from packaged factoring software?
We configure your lifecycle. Compare the package against your checklist and facility rules.
How are duplicate invoices handled?
Invoices are checked on intake. Duplicates become exceptions before funding approval.
Can we separate validation, approval and disbursement?
Yes. Separate steps and roles control each action.
How long does it take to go live?
Your first process is running in weeks. The next attaches to it.
Can we start with one part?
Yes. Add workflows around the same connected records.
Can we import our Excel files?
Yes. Import your existing records from Excel.
Can departments or entities have different rules?
Yes. Configure approval paths and required information for each.
Does it work in Arabic?
Yes. Each user chooses Arabic or English, including right-to-left screens.
Can it notify people on WhatsApp?
Yes. The Integration Hub sends messages through an aggregator or your own WhatsApp Business account.
Where does our data live?
In your Beezr workspace, with field-level access and record history. Beezr Shield adds encryption and sign-on controls.
Let's talk
Bring invoice validation. We configure your controls, running in weeks.
The rest attaches to it.