The software packages inside the platform

Why this software for BI Underwriting, partner diligence, and internal CRM hygiene all start with a clean company identity.

What you get inside the platform Look up and store licensed firmographic context (legal name, NAICS, geography, and related signals when your enrichment provider is connected) so every workspace decision sits on the same company record — not tribal knowledge in a spreadsheet.

How it helps your business Faster KYB-style prep, clearer segmenting for sales/ops, and fewer mismatches when invoices, contracts, and vault files refer to the same entity.

Why this software for BI W-9s, MSAs, order forms, and deliverable PDFs scatter across inboxes and get lost when finance or partners ask for proof.

What you get inside the platform Centralize contracts and platform deliverable files in an org-scoped vault with authenticated download paths (S3-compatible or encrypted volume).

How it helps your business Audit-ready file access for renewals, partner reviews, and internal handoffs — without emailing sensitive attachments again.

Why this software for BI Net-term operators need a single place to see open exposure, paid history, and portal self-serve — not a mystery Stripe email trail.

What you get inside the platform Surface Trade Credit Facility utilization, invoice history, on-time metrics, and Stripe Customer Portal access for payment methods and statements.

How it helps your business Finance can forecast cash outflows on Net terms, dispute less, and keep a clean record that feeds trade-reporting exports.

Why this software for BI Payment history only becomes portable when it is packaged in a consistent commercial schema for repository or partner handoff.

What you get inside the platform Generate schema-versioned `s3bi.furnisher.v1` batches from your platform invoices and payment-performance rows for review and commercial handoff.

How it helps your business Gives you an auditable export trail of how your Net-term platform invoices performed — the operational input to commercial furnishing, not a consumer credit “boost” promise.

Why this software for BI Operators need a local cash-conversion and liquidity view without wiring a third-party FP&A stack on day one.

What you get inside the platform Compute DIO, DSO, DPO, and CCC from AR/AP/inventory inputs, then project a deterministic 13-week cash runway with reserve breach flags.

How it helps your business Finance can spot working-capital drag and near-term cash gaps before Net-term platform invoices and vendor payments collide.

Why this software for BI Revenue or spend concentrated in a handful of counterparties is an ops risk that spreadsheets bury.

What you get inside the platform Build customer and supplier HHI matrices from ledger lines or CSV uploads — no external risk API required.

How it helps your business Highlight moderate vs concentrated books so sales and procurement can diversify before a single counterparty becomes the facility.

Why this software for BI Contracts, COIs, and certifications expire quietly until a partner asks for proof tomorrow morning.

What you get inside the platform Score vault readiness from document expiration metadata and surface 30/60/90-day renewal windows.

How it helps your business Keep renewals and compliance files current so Trade Credit Facility operations are not blocked by stale paperwork.

Why this software for BI BI stacks die when every system waits on a human to copy status from a dashboard.

What you get inside the platform Register HTTPS endpoints, emit platform events, and deliver HMAC-signed payloads (`X-S3BI-Signature`) with queued retries.

How it helps your business Push invoice and ops signals into your ERP, Slack bots, or data warehouse so cash and compliance workflows stay in sync.

Why this software for BI Order forms and data-services language get reinvented every deal, creating legal drift.

What you get inside the platform Store org-scoped contract / order-form templates tied to your BI and Net-term commercial relationship.

How it helps your business Standardize how you describe deliverables and Net terms so sales, legal, and finance share one source of truth.

Why this software for BI Billing, ops, and owners should not share one login — and invitees need the right least-privilege role.

What you get inside the platform Invite teammates with roles (`owner`, `admin`, `member`, `billing`), enforce seat limits by plan, and email invite links when Resend is configured.

How it helps your business Separate duties: finance pays, ops runs vault/firmographics, owners control seats — without leaking credentials.

Why this software for BI Mature operators need machine access to invoices and firmographic history — not CSV exports once a quarter.

What you get inside the platform Issue revocable Bearer API keys for `/api/v1/invoices` and `/api/v1/firmographics` with plan and subscription entitlement checks.

How it helps your business Wire S3 BI into internal BI pipelines, underwriting apps, and agent tooling with an org-scoped system of record.

Why this software for BI Leaders need to see how invoices, payment performance, and furnisher exports relate — not three disconnected tables.

What you get inside the platform Render a live graph from your org’s invoices, payment-performance rows, and furnisher export activity.

How it helps your business Explain the data path from “we used the software” → “we paid the invoice” → “we packaged performance for commercial handoff.”

Why this software for BI High-facility accounts need a durable ops log across renewals, Net-90 cadence, and partner questions.

What you get inside the platform Capture AM notes against the organization with role-gated writers (owner/admin).

How it helps your business Institutional memory for complex Net-term relationships so support quality scales with your facility size.