For many banks and their corporate clients, the process of uploading documents for Supply Chain Finance (SCF) is a persistent source of frustration. It sounds simple, but the reality is far from it. 

The challenge

Document uploads for SCF transactions often act as a bottleneck. Here’s why:

• Format restrictions: Clients struggle to fit invoices and purchase orders into specific templates or formats required by the system. When uploads fail, it leads to manual re-entry and wasted time.

  
  

• Compliance risks: When document errors occur, it raises compliance concerns, putting both banks and clients at risk of regulatory breaches.

  
  

• Strained relationships: Frequent issues create friction, making clients less likely to engage and trust the SCF platform, impacting user satisfaction and adoption rates.

This isn’t just an inconvenience – it’s a real barrier to scaling SCF solutions efficiently.

The solution

We’ve designed FinverityOS to remove these obstacles and streamline the process, making it as easy and flexible as possible for banks and their clients.

See how it works

Why Finverity?

🚀 Seamless document collection: Clients can upload any digital document – whether it's an invoice or a purchase order – without worrying about format compatibility. Our system handles it all.

⚡ Quick & easy uploads: Drag-and-drop functionality allows clients to upload documents in bulk, regardless of the template. What used to take hours can now be done in seconds.

🔍 Custom approvals: Boost visibility and security with tailored approval workflows, giving you control over who can access and approve instruments.

If you want to know more about how FinverityOS helps you streamline and scale your open account & SCF operation, talk to one of our experts.