Platform Features

Built for Every Part
of Your Operation

Three integrated modules covering automation, tracking, and back-end operations — plus a white-labeled client portal, BrightBolt OCR, and an Open API.

Automation

BrightBolt OCR auto-creates funding schedules from emailed attachments. Configure standard and unique terms, discount rates, advance rates, and fee rules. Integrated with TruckerCloud for freight verification and Ansonia for instant credit pulls.

Schedule Creation Terms Templates BrightBolt OCR Credit Integration Multi-Payout
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Tracking

CRM-style back-office processing with a configurable collections pipeline. Manage clients, debtors, and vendors with full visibility into buy/no-buys, UCC tracking, NOA templates, and white-labeled email communication.

Client Management Debtor Limits Vendor Relations NOA Templates Collections Pipeline
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Back-End

Four dozen exportable reports. Configurable collections pipeline with AR visibility and chargeback management. Automated payment tracking with lockbox file import, auto-pairing, and client payment facilitation.

4 Dozen Reports Lockbox Import Cash Application AR Visibility Chargeback Mgmt
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Client Portal

A white-labeled, mirror-view client portal that matches your back office exactly. Clients see their invoices, funding status, and reports in real time. Most teams are live within days of signing.

White-Labeled Mirror-View Real-Time Status Funding Tracker Live in Days
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OCR Automation

BrightBolt is FactorCloud's built-in OCR engine. It reads email attachments — invoices, BOLs, rate confirmations — extracts the data, and creates funding schedules automatically. Zero manual entry.

Email Parsing Invoice Extraction Auto Schedule Creation BOL Processing
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Open API

A full REST API for custom integrations, data exports, and workflow automation. Connect FactorCloud to any tool in your stack. Included in Enterprise plans — documentation available on request.

REST API Webhooks Custom Integrations Data Export
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Ready to See It in Action?

Book a demo and we'll walk through the features that matter most to your operation.

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