01 / Invoices Created
Start with the work you’ve already done.
Your business sells products or services and sends customers invoices for those purchases.
Completed work becomes an accounts receivable.
How It Works
From invoice to working capital.
See where BusinessManager sits between work your business has already completed and capital it can use now.
The Path
Four steps from invoice to working capital.
Four moments: create an invoice, send A/R data, review receivables, and fund the business.
02 / A/R Data Sent
Send your receivables through BusinessManager.
Your business uploads its accounts-receivable file to the financial institution through BusinessManager.
A/R information moves through BusinessManager to the financial institution.
03 / Invoices Reviewed
Your receivables are reviewed.
The financial institution reviews the file and purchases your business’s accounts receivable.
Review and purchase decisions remain with the financial institution.
04 / Business Funded
Put working capital back into the business.
Your business receives funding in its operating account.
Funding is made available in the business’s operating account.
After Funding
Keep the cycle moving.
Put capital to work
Working capital can support operating needs such as payroll, materials, inventory, or the next job.
Customer payments continue
Customers continue paying through the financial institution according to the BusinessManager process.
Review activity
The business can review relevant payment and account activity as the cycle continues.
See what timing means in your business.
Start with your current production, inventory, receivable, and payable days.