A simpler way to prepare recurring credit renewals.
Extend payment terms to your customers with confidence.
Designed specifically for B2B trading and distribution companies.
Join the waitlistFinancial statements
XLSX
Aging report
DOCX
Previous memo
Credit Memo
Ready for analyst reviewAccount summary
Financial analysis & computations
How it works
A fleet of specialized AI agents analyzes the documents you provide, then prepares the draft memo and supporting analysis for your review.
Made for trade credit
Built for recurring reviews.
For each renewal, provide the previous memo, calculation files, and updated customer data, such as financial statements and receivables aging.
The agents handle the analysis so you can focus on whether to extend, limit, or increase the terms offered to your customers.
Less time rebuilding the review. More time simply checking what changed.
Product in development
Join the waitlist
Questions
Is it available now?
Not yet. The product is in development. If you have suggestions or feature requests, email me at [email protected].
Does the agent make the final decision?
No. It prepares the draft memo, supporting analysis, and computations. You or your team review the evidence and make the final decision.