Finqi
Demo
  • B2B Credit
  • Onboarding
  • Collections
  • CRM

End-to-end B2B credit from approval to collections.

Modules to run the complete corporate customer journey — from registration to credit approval, collections, and relationship management.

Talk to sales

The corporate customer journey, end to end

From registration to collections, with full history.

01
Onboarding

Data and document collection and validation, with funnel tracking.

02
Credit approval

Policies, approval tiers, and integrations decide limits and commercial terms.

03
Collections and relationship

Segmented collections cadences and CRM with full interaction history.

Talk to sales

Manual process vs. with the Finqi engine

What changes when the corporate journey stops depending on spreadsheets and email.

Manual process
  • Credit analysis depends on spreadsheets and email between teams
  • Every salesperson negotiates different terms
  • Collections with no defined cadence, handled case by case
  • No centralized relationship history
With the Finqi engine
  • Policies and approval tiers applied automatically by segment
  • Consistent commercial terms across salespeople
  • Configurable collections cadences by strategy
  • CRM with full history for every customer
Talk to sales

Finqi solutions for B2B credit

Every stage of the corporate journey, with full history and traceability.

Automated analysis and approval

Apply credit policies, approval tiers, and integrations with bureaus and internal sources to decide B2B limits and commercial terms.

  • Policies by segment or product
  • Credit limit calculation
  • Automated or assisted decision
B2B credit Credit engine

B2B credit scenarios

Where the business-to-business journey is already run on Finqi.

  • B2B credit fintechs

    Granting limits to business customers with policies by segment and automated or assisted decisions.

    Scenario:
    • Policies by segment or product
    • Automated or assisted decision
    • Digital onboarding
  • Retail and distribution to resellers

    Credit lines for resale with local approval tiers and a collections cadence by region.

    Scenario:
    • Approval tiers by store/region
    • Segmented collections cadence
    • CRM with per-customer history
  • Industry selling to distributors

    Credit limits per business partner, with renewal tied to payment history.

    Scenario:
    • Limit per business partner
    • Renewal based on history
    • Integration with internal sources
  • B2B financial institutions

    Approval and collections for corporate credit products, with integrations to bureaus and internal sources.

    Scenario:
    • Bureau integration
    • Policies per product
    • Regulatory audit
B2B credit in practice

A corporate journey with full history

The same decision-engine numbers, applied to the B2B journey.

2s
Average decision time
Versioned
Policies by segment
+ 1,000
Companies on Finqi
Talk to sales

Move faster without losing control

Implement configurable decision flows for credit, fraud, and compliance — with governance, audit trails, and explainability.

Talk to Sales
Services for businesses only.
Name
Whatsapp
Corporate e-mail*
Company*
Job title
Reason*