Automation Module

Automate Your
Entire Funding Workflow

From emailed attachments to funded schedules — FactorCloud's automation layer handles the work so your team doesn't have to.

Get a Demo See BrightBolt →
BrightBolt OCR

Schedule Creation.
Zero Manual Entry.

BrightBolt is FactorCloud's built-in OCR engine. It reads emailed document attachments, scrapes invoice data, and automatically creates funding schedules — all without a human touching the keyboard.

  • Reads emailed PDF, image, and document attachments
  • Extracts invoice numbers, amounts, debtor names, and dates
  • Creates complete funding schedules automatically
  • No manual data entry required at any step
Learn About BrightBolt →
BrightBolt — Processing
✓ Schedule Created
Invoice #INV-20480
DebtorApex Logistics
Amount$84,200.00
Freight Verification

Verify Freight.
Fund with Confidence.

FactorCloud integrates directly with TruckerCloud to pull real-time ELD and telematics data. Verify freight delivery before funding — automatically, without phone calls or chasing paperwork.

  • Real-time ELD data integration via TruckerCloud
  • Automated delivery confirmation before funding
  • Reduce fraud risk with verified location history
  • Flag anomalies and route deviations automatically
TruckerCloud Integration →
🚛

TruckerCloud Verification

Real-time freight verification powered by ELD data. Know exactly where the load is before you fund.

Load #TRK-8847
Dallas → Atlanta
Delivered
Load #TRK-8851
Houston → Memphis
In Transit
Automated Terms

Standard or Unique.
Terms That Apply Themselves.

Configure reusable terms templates for every client scenario. Standard rates, unique client agreements, discount rates, advance rates, fee structures, and reserve rules — all applied automatically when a schedule is created.

  • Standard and unique terms templates per client
  • Configurable discount rates and advance rates
  • Custom fee rules — flat fees, percentage fees, minimums
  • Reserve requirements and release schedules
  • Terms applied automatically on every new schedule
📋

Terms Templates

Set it once. Apply everywhere. Every funding schedule inherits the right terms automatically.

Advance Rate Discount Rate Fee Rules Reserve % Standard Terms Unique Terms Chargeback Rules
Payout Methods

Pay How Your
Clients Want to Be Paid.

Multiple payout methods — ACH, EFS, wire transfer, and check — all configurable per client. Your team sets it once; FactorCloud routes every payment correctly from that point forward.

  • ACH direct deposit to client bank accounts
  • EFS fuel card and payment network support
  • Wire transfer for high-value disbursements
  • Per-client payout method configuration
  • Automated routing — no manual payment processing
💳

Payout Configuration

Every client gets the right payout method. Configured once, executed automatically on every funding event.

ACH — Direct Deposit Active
EFS Network Active
Wire Transfer Available
Credit Automation

Credit Limits That
Set Themselves.

FactorCloud integrates with Ansonia Credit to pull commercial credit reports and payment histories automatically. Credit limits are assigned to debtors without manual research — and updated as risk profiles change.

  • Ansonia commercial credit report integration
  • Automatic credit limit assignment per debtor
  • Payment history and risk indicator monitoring
  • Credit limit alerts when thresholds are approached
  • Cross-client credit visibility for shared debtors
Ansonia Integration →
📈

Ansonia Credit Intelligence

Real-time commercial credit data feeds directly into debtor credit limits. No manual research. No spreadsheets.

Apex Logistics LLC
Credit Limit $500,000
Ansonia Score 82 — Low Risk
Last Updated Auto · Today
See It In Action

Automate Your Funding Workflow

See how FactorCloud eliminates manual entry and speeds up every step from invoice to funded schedule.

Get a Demo See BrightBolt →