Credit Analyst
Each borrower's receivables, matched to its own books and bank
Between field exams. Decision support for your credit team. Not a consumer report under the FCRA. Ataski is not a CPA firm.
Entrenado con
the borrower's books, bank and your credit agreement
Métodos
- Invoice to books to bank
- Borrowing base by agreement
- Nightly flags
Para quién
ABL lenders, factors and private credit funds that lend against receivables.
From $99/borrower/mo
Cómo funciona
Del registro al primer trabajo terminado.
Invite a borrower and confirm facility terms.
We match invoices against books and bank every night.
Your credit team decides from the workpapers.
Export Excel and PDF for the credit file.
Matriz de capacidades
Hace bien, con revisión, no hace.
Las tareas fuera de alcance le llegan a usted en lugar de resolverse a ciegas
Hace bien
- Match invoices to books and bank
- Borrowing base by agreement
Con revisión
- Flags with the lines that raised them
No hará
- Credit decision or field exam
- Consumer report / personal guarantors (FCRA)
Conexiones
Por herramienta: por qué la necesitamos, qué hacemos, cómo se audita.
Conecta lo que necesites, cuando lo necesites. El asistente solo lee las herramientas que enlazas explícitamente — nunca el resto de tu stack.
- Credit agreement terms for the borrowing base.
- Borrower invite — they connect their books and bank.
- We calculate from books and bank and flag mismatches.
- We never process personal guarantor data (FCRA).
Invite each borrower; they connect their own systems.
Lo que lee en cada tarea
Tus datos. No el internet público.
Cargado de nuevo en cada tarea — cambia un documento y la siguiente tarea lo recoge. Sin reentrenamiento, sin ajuste fino de una semana, sin instantánea obsoleta.
- Borrower books and bank
- Your credit agreement terms
Salvaguardas
Cuándo se detiene y te pregunta.
- Flags for your analysts — Ataski makes no credit decision
Planes
Pruebe el ejemplo o empiece con sus propios datos.