Writing
Written for the people who fund, not for the people who need funding.
Everything here is written for the institution on the funding side of the transaction: the credit officer, the operations principal, the controller, the collections manager. Not for a business trying to decide whether to factor its receivables.
That distinction is why this page exists at all. Almost everything published about this industry is written to attract borrowers, which leaves the people actually running the operations reading marketing intended for their clients.
5 clusters
Everything published, most recent first.
Each piece names who it is for and which part of the platform it belongs to, because an article that cannot say who should read it usually should not have been written.
June 24, 2026
Operations automation
Which factoring workflows repay automation
Sort the work in your operation into three piles, apply the test that decides which pile each workflow lands in, and avoid the half automated trap.
Written for Operations managers and principals6 minute readUpdated August 19, 2026May 19, 2026
Vendor selection
How to evaluate the systems a factor depends on
Assess your operating platform, funding line, credit sources, payment rails and participation partners on failure behaviour rather than feature lists.
Written for Owners, principals and chief operating officers6 minute readUpdated August 12, 2026April 8, 2026
Continuous underwriting
What a factor should require before advancing
The client, debtor and invoice conditions that should be true before money leaves, sorted by what each one prevents and what it costs you to skip it.
Written for Credit officers and underwriters6 minute readUpdated August 5, 2026March 11, 2026
Document intelligence
Why the OCR accuracy number misleads factors
See what really lands in a factoring inbox, what breaks when a model reads it, and why a strict schema beats any accuracy figure a vendor will quote.
Written for Operations managers and verification teams6 minute readUpdated July 22, 2026February 17, 2026
Intelligence with evidence
AI in specialty finance is mostly automation
Tell automation and intelligence apart before you buy either, and see why evidence is what decides whether an intelligence layer is usable at all.
Written for Owners, credit officers and risk managers6 minute readUpdated June 30, 2026
By cluster
Every article belongs to a part of the platform.
If a piece cannot be attached to a workflow somebody actually runs, it is a content marketing exercise rather than writing. The cluster is declared in the article itself and this list is derived from it.
Continuous underwriting
1Document intelligence
1Intelligence with evidence
1Operations automation
1Vendor selection
1Editorial position
Three rules, and the reason each one exists.
The reader is the lender. Every piece is written for the institution that advances the money. Where a topic is normally covered from the borrower’s side, we rewrite it from the funder’s side rather than publishing a version of it that would be useless to the person reading. Two of the articles here exist precisely because their borrower facing originals used to rank and taught search engines the wrong thing about this domain.
No number without a source. There are no accuracy rates, no percentage improvements and no industry statistics in this writing, because we are not able to source them and a plausible figure is not a source. Where a claim would be useful and cannot be supported, it is written qualitatively or it is left out.
Every piece has to be useful to someone who never becomes a customer. The test we apply before publishing is whether an operator would send it to a colleague. If the only reason to read something is that it ends in a request for a demonstration, it is an advertisement and it does not go here.
Also worth your time
The reference material
Operator glossary
Forty plus terms as an operator uses them, including the cross market synonyms: invoice finance, debtor finance, factoraje, fomento mercantil.
Migration guides
What a factoring conversion actually involves, and a detailed working guide for operations running FactorSoft today.
Pricing, explained without a price
What drives cost in this category, what each pricing model rewards, and what your current system costs including the people it needs.
Related
If something here raised a question about your own book, ask it.
A first call is a working session about what you fund and what you find out too late. Bring the article, bring the disagreement, bring the shortlist.