Demonstration
See your business running on FactorFox AI before you buy it.
Send us your existing FMS reports, your operating policies, your client agreements and your banking documents. FactorFox AI prepares your financial environment from them, interprets your operating requirements and organizes your institutional controls.
Then you review your own business inside the platform: your clients, your debtors and your balances, reconciled to your own report totals, with every configured term traced to the clause it came from. You make the purchasing decision after that, not before.
No blind migration. No generic demonstration. No commitment based on promises.
- Your FMS reports
- The standard reports from your current system, as far back as they go and all as of one cutoff date: invoice level aging, purchases, payments, reserves, fees, and chargebacks and adjustments, plus client and debtor lists. Excel or CSV preferred, PDF workable.
- Your documents
- Operating policies and procedures, executed client agreements, and your bank facility agreement.
- What you see
- Your own book in FactorFox AI, reconciled to your source totals, configured from your own documents, and briefed on the way your team will be briefed every morning.
- While it is prepared
- Your data sits in its own isolated environment, and nothing is sent to your clients, your debtors or your staff.
Or put it straight in the calendar
If you would rather skip the form, open the scheduler and take a slot that suits you.
Open the schedulerOr just call
A person answers, and it is somebody who can talk about how your book is actually run rather than book a call to arrange a call.
(800) 616-3897
How it works
Your reports and documents in. Your own business, running, out.
The migration is not something that happens after you sign. It is how you evaluate the platform.
- 01
You send what you already have
The standard reports from your current FMS, your policies and procedures, your executed client agreements and your bank facility agreement. No data entry, and no new forms to fill in.
- 02
FactorFox AI rebuilds your book
Clients, debtors, open invoices, reserves and history are reconstructed from your reports and reconciled against their own totals. Anything that does not tie is named, not smoothed over.
- 03
Your operating rules are set up from your documents
Client agreements become terms, fees and gates. Policies become the approvals and controls your team works under. Your facility covenants are recorded and tracked against the live book. Every setting links back to the document it came from.
- 04
You review your own business inside the platform
Your morning briefing on your own book, the evidence behind every line, and the controls, including the ones that refuse. Pick the account that always gives you trouble and watch what it does with it.
- 05
You decide with the evidence in front of you
In writing, you also get what could not be reconciled or configured and why. If you go ahead, the work is not repeated: the reconstruction you reviewed is the starting point for your migration.
Straight answers
Before you fill anything in
Do we have to send everything at once?
No. The invoice level aging and one executed client agreement are enough to start, and the rest can follow. The more of your operation you send, the more of it you see running before you decide.
Is our data safe while you prepare it?
Your data sits in its own isolated environment, and nothing is sent to your clients, your debtors or your staff while it is prepared. If your compliance team wants an agreement in place first, we sign it before anything is sent.
Who will we actually be talking to?
People who have run a factoring operation. You will not be handed to a sales engineer reading from a deck, and you will not be told that something is available when it is in controlled release.
We are on FactorSoft. Is this a waste of time?
It is the opposite. Send the standard reports FactorSoft already produces and you will see your own book running on FactorFox AI. Our working guide to a FactorSoft conversion sets out what moves and what needs a decision.
We are not ready to switch systems. Should we still book?
Yes, if you want a straight read on what a modern platform does differently. Nobody is put on a nurture sequence. If the answer is not now, we will say so and leave you alone until it is.
What if we need something you have not built?
You will be told during the call rather than after a contract. Every integration on this site carries a status, and planned means planned. That is the same standard we apply on the call.
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