Keep bank statements ready — it speeds underwriting
Track receivables by payor + due date for faster collections
Lower DSO = more liquidity — tighten invoicing cycles
Separate operating cash from tax reserves to protect runway
Clean documentation feels “bank‑grade” and reduces delays
Use the readiness score to organize your application
Keep bank statements ready — it speeds underwriting
Track receivables by payor + due date for faster collections
Lower DSO = more liquidity — tighten invoicing cycles
Separate operating cash from tax reserves to protect runway
Clean documentation feels “bank‑grade” and reduces delays
Use the readiness score to organize your application
Executive Dashboard

A visual command center for business liquidity.

A premium dashboard mock that makes the platform feel major-league, analytical, and enterprise-ready.
Receivables Pipeline
$482K
Estimated DSO
34 days
Funding Requests
128
Readiness Index
84/100
Receivables trend

Portfolio Snapshot

Medical Practices31%
Law Firms22%
Professional Services18%
Construction16%
Other13%
Client TypeStatusRequestedReadinessNext Step
Medical GroupVerified$55,00092/100Underwriting review
Law PracticePending Docs$35,00071/100Upload statements
Construction Co.Pre-Check$80,00064/100Receivables detail needed
Consulting FirmComplete$42,00088/100Final review
Saved.