These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Trade Finance Platform
- Get started
Get Trade Finance Platform running in four steps.
Start with one product and one client segment the credit and operations teams can reconcile.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Trade Finance Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Trade Finance Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe your trade finance team, the people who prepare, approve, issue and service, and the products you offer.
Prepare the first operating cycle
Pilot one product for one client segment. Run new applications through underwriting and either issuance or disbursement for a month, then reconcile limits and principal outstanding before adding products.
- Approved borrowers with eligibility notes.
- Evidence requirements and validity by product.
- Open credits, loans, schedules and repayment history.
- Approval limits and the servicing change policy.
Review before release
Approve a revised application after a return. Try to exceed a credit’s limit. Simulate a disbursement timeout and import a repayment twice. Reschedule a loan and check the earlier version remains. Invite the pilot team with the agreed roles, confirm approvers and limits, and release the reviewed configuration. Expand once the first month closes cleanly.
Set up Trade Finance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.