English
DeutschAlmost all processes within a factoring company are complex and time-consuming: the receipt of invoices, the recording and checking of all documents, the approval of the purchase, the management of debtors, etc.
The SITEFORUM factoring portal (as an extension to your existing factoring software) demonstrably helps you to make these processes more efficient, save valuable time and better exploit growth potential through the use of "artificial intelligence (AI)", among other things.
"We have doubled our factoring volume within a year and only added 1.5 jobs in the process."
Simon Schach, Managing Director of nordwest Factoring & Service GmbH
Basic features
These features are included as standard in our factoring portal. However, we can integrate additional features and modules at any time to make your solution even more suitable for your use case.brush
Corporate design
The portal is designed in the colors (CD / CI) of your company.
Corporate design
The portal is designed in the colors (CD / CI) of your company.
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AI analysis
Documents are automatically read with the help of artificial intelligence (AI).
AI analysis
Documents are automatically read with the help of artificial intelligence (AI).
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Submission by e-mail
Customers can conveniently submit receipts by e-mail (without login).
Submission by e-mail
Customers can conveniently submit receipts by e-mail (without login).
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Submission via upload.
Customers can upload receipts (individually or as a batch) directly in the portal.
Submission via upload.
Customers can upload receipts (individually or as a batch) directly in the portal.
table_view
Submission via CSV
(Large) customers can submit vouchers via CSV (paperless processing).
Submission via CSV
(Large) customers can submit vouchers via CSV (paperless processing).
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File attachments
Attachments are automatically linked to invoices.
File attachments
Attachments are automatically linked to invoices.
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Archiving
All receipts are archived / saved in accordance with the legal deadlines.
Archiving
All receipts are archived / saved in accordance with the legal deadlines.
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ef3 interface
Our portal is compatible with ef3 from efcom as standard.
ef3 interface
Our portal is compatible with ef3 from efcom as standard.
The advantages of a factoring portal
- Time savings through automated document analysis (AI)
- Higher customer satisfaction through digital self-services
- Manual effort is reduced through efficient digital processes
- Lower costs for personnel, archiving, etc.
- Factoring / customer portal as a central point of contact for all topics relating to your factoring service
Insights into the SITEFORUM factoring portal
Why a factoring portal from SITEFORUM?
- we have years of experience: we implemented the first customer portals back in 2004
- our platform has an open interface and can therefore exchange data automatically with almost all systems (ef3 from efcom is already supported as standard)
- we developed the portal together with a factoring company and understand your needs
- we are a dynamic team that implements your requirements quickly and effectively
