Trade finance software

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Get customized trade finance system

ready to go in 90 days

Solution includes
Onboarding
Borrower Portal
Back Office
Automated pre-approvals
Online credit limit and utilization management
Digital document exchange
Lifetime security updates
Easy customization & integrations
Onboarding

Seamless trade finance
borrowing experience

Clients can apply for loans online, hassle-free, from anywhere in the world and on any device.

HES trade finance automation system offers a seamless loan application process that empowers individuals
and businesses to conveniently access funds remotely.
Sign documents electronically
Safely store and share financial information with a paperless interface. Our trade finance software
solutions include integrated APIs for electronic signatures, enhancing workflow speed and
simplifying document management. Enable fully digital e-signature and approval workflows for
your team and borrowers, streamlining the entire process. Say goodbye to manual paperwork and
enjoy the convenience of digital signatures within our software.
Sign documents electronically
Safely store and share financial information with a paperless interface. Our trade finance software
solutions include integrated APIs for electronic signatures, enhancing workflow speed and
simplifying document management. Enable fully digital e-signature and approval workflows for
your team and borrowers, streamlining the entire process. Say goodbye to manual paperwork and
enjoy the convenience of digital signatures within our software.

Auto field validations
During the application stage, HES implemented automatic field checking to ensure that you
can provide the borrowers with comprehensive and precise information. With this feature, you
can significantly reduce both labor costs and the time required to gather client
information.

KYB & AML
With advanced verification and due diligence processes, HES trade finance automation
software ensures that you have a thorough understanding of the businesses you’re engaging
with.

Customizable workflows



Borrower Portal

Clients access
to automation tools

factoring software system

Clients can upload invoices directly to their borrower’s personal account and seamlessly send them
to the lender for financing. With this feature, clients can easily manage their loan applications
and access a comprehensive list of invoices, streamlining the entire process.

Status updates and limit tracking
Clients can track your application status online and receive timely approval or rejection
notifications. The borrower’s portal provides easy access to crucial information such as
available credit limits, repayment schedules, interest rates, and financing conditions.

Automatic retrieval of client details
Easily update borrower details in the portal, triggering automatic KYB verification. Updated
client information seamlessly integrates into the lender’s system, reducing bureaucracy and
thwarting fraudulent schemes.
Back Office

Trade finance solution
for total loan management

factoring software system

Manage all trade financing operations within a single system.

Enjoy the flexibility to set up multiple costing options, customize business process logic,
and create credit products tailored to your needs. Streamline workflow with automatic task assignment based on managers’ roles.

Role-specific dashboards
HES trade finance automation solution includes a built-in reporting module that generates
automated dashboards featuring key metrics like NPLs, revenue, financing volumes, and other
customizable reports.

AI credit scoring
Trade finance platform expedites funding applications by automating pre-approvals and filters out high-risk
non-repayment applications, reducing manual work, eliminating biases, and improving your
loan portfolio quality.

Revolutionize your
trade financing experience

Reduction in loan processing time
Save time on application processing with our efficient application scoring system,
allowing you to focus on more crucial credit management tasks.
60%
time for loan
processing
Reduction in loan processing time
Save time on application processing with our efficient application scoring system, allowing you
to focus on more crucial credit management tasks.
Staffing optimization
HES digital trade finance platform boosts productivity, reducing the need for a large
number of loan officers to process applications.
38%
lower operating
costs
Staffing optimization
HES digital trade finance platform boosts productivity, reducing the need for a large number of
loan officers to process applications.

60%
Reduction in
missing documents

42%
Increase in data
entry speed

85%
Applications quality
improvement

31%
Faster turnaround
and payback

100%
Secure and compliant
software

Top-notch trade finance
automation solution

FAQ

What types of trade finance transactions can be managed through the software?
Can the trade finance platform integrate with other systems (accounting / ERP)?
How can I benefit from trade finance software?
Is the software customizable to fit my organization’s specific needs?