Software > IT projects > Consulting firm seeks factoring software for a financial services provider

Consulting firm seeks factoring software for a financial services provider

IT project from: service provider (seeking on behalf of a financial services provider) (Germany)Project no. 23/3055: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

I run a consulting firm in northern Germany and am looking for factoring software for a Czech financial services provider. This company already works very successfully in recourse (non-recourse) factoring.

The software should meet the following requirements:

  • Upon receipt of an invoice, the customer must be able to transfer the invoice to the factor via an interface in the system.
  • Risk management (connection to Creditreform > SCHUFA) – risk assessment
  • through classification Design of terms and conditions – based on credit rating
  • Support for installment payments (monitoring of paid installments)
  • Debt management and collection
  • Triggering of reminder levels in the event of non-payment
  • Interface to Sage (works with euros) and HELIOS (works with Czech korunas) should be possible or made possible
  • Web-based (cloud)

Two software workstations are planned. The system will run on MS Windows.

The software should have the following functions.

Necessary:
Optional:

Project statistics

Quantity
Researched solutions 17
Selected potentially relevant solutions (of which published) 4 (0)
Sent e-mails (questions, queries) and telephone calls 54
E-mails received from vendors 12
Direct responses to the IT project 0
Responses classified as relevant 1