The problem
The client was running a lending business out of spreadsheets. Disbursements, repayments, statements and interest lived in cells that only one person understood.
The approach
We built the full lifecycle on an accounting core: Plaid for bank verification at onboarding, Stripe for disbursements and repayments, multi-location credit rules, automated statement generation and an interest and fee engine. Every movement is logged.
The outcome
The platform runs the entire credit lifecycle with zero manual intervention. Finance sees every balance in real time. Auditors get a trail instead of a spreadsheet.
The client was running a lending business out of spreadsheets. Disbursements, repayments, statements and interest all lived in cells that only one person understood.
What we built
- Plaid bank account verification at onboarding
- Stripe-powered disbursements and repayments
- Multi-location credit rules and limits
- Automated statement generation
- Interest and fee calculation engine
- Complete audit trail on every movement
0
Manual steps in the credit lifecycle
100%
Audit trail coverage
Outcome
The platform runs the entire credit lifecycle without manual intervention. Finance sees every balance in real time. Auditors get a trail instead of a spreadsheet.
Built on the ERP’s accounting core, so ledgers reconcile automatically instead of by export.
