Modern, End-to-End & Integrated Supply Chain Finance platform - where Financial Institutions, Corporate Customers, Vendors/Dealers and Channel Partners can collaborate.
Platform
Trusted by leading financial institutions

Loan Management System

  • Front end configuration for creating any SCF structure.
  • Granular control over disbursements & repayments.
  • Finance at PO stage, post-invoicing or at GRN.
  • Complete audit trail for all changes.

Financial Accounting

  • Rule based processing of stages of a Transaction.
  • Integrates with multiple Core Banking systems.
  • Handle part payments, excess payments, and account level settlements via FIFO.
  • Provides detailed record of all financial transactions.

Transaction Module

  • Configure Maker Checker Rules as per Board Resolution of Corporate customers.
  • Collect invoices via ERP integration, via APIs or front end uploads.
  • Monitor transactions with an easy to use front end interface.
  • Support for converting pre-shipment to post-shipment automatically.

Collections

  • Support multiple modes of repayments, including Virtual Accounts, with fallback options.
  • Automate collections.
  • Notify Customers for Repayments & Overdues automatically.
  • Track and manage overdues and NPAs.

Reports & Analytics

  • Advanced Reports for Customers and Bank Users.
  • Automate report generation for Compliance & Audits.
  • Schedule reports via various delivery channels.
  • Custom dashboards for insights into customer transactions.
Features

Discover features of the Platform

Multiple Products

Supports Vendor Finance, Channel Finance, Factoring, Reverse Factoring, Purchase Order Finance, Dynamic Discounting & Direct Payment all on a single platform.

Program Management

Supports configurations & Workflows for setting up and managing Supply Chain Finance programs with Limit on Corporate or counterparty

ERP Integration

Invoice upload modules via File Mode, API mode and direct integration with Vendor Management/Dealer Management portals

Notifications & Reports

Customer MIS Reporting, Regulatory Reporting, Customer statements, Payment reminders all available via a self service portal. Subscribe/unsubscribe to Notifications available for end customers

BENEFITS
Multiple Deployment
Options

Support deployments or On-premises deployments via containerized workloads.

API & Webhooks

APIs for Transaction Banking, Lead Generation, Masters Management & Payments with support for Webhooks.

Microservice Based

Microservice based architecture can scale on demand.

Connectors for GST,
Bureau and Account
Aggregators

Out of the box connectors for GST integration, Income Tax Portal and Ministry of Corporate Affairs (MCA) database, Account Aggregators and Credit Bureaus.

Compliance & Bank
Integrations

Network architecture vetted by multiple banks for on-premise and cloud deployments, plug and play modules to integrate with Enterprise Service Bus (ESB) of Financial Institutions. Supports Microsoft AD integration and Customer Internet Banking (CIB) for Single Sign On (SSO) experience.

Faster go to Market

Faster go to market with built in integrations. Low Code No Code (LCNC) platform for faster turnaround of new product requirements.

We Integrate with these Software

Save time, prevent errors and avoid manual entry via our direct integration solutions

Contact us

For queries, feedback & assistance

Email us

General: info@canopi.in | Sales: sales@canopi.in

Support: support@canopi.in | Jobs: jobs@canopi.in