Deal Tools
Three tools that work together: pull payment and factoring terms out of contracts, then flow the numbers straight into pricing and yield analysis for prospective accounts.
Factoring Pricing Worksheet
Model advance rates, fee schedules, target yield pricing, lender payoffs, and competitor rate comparisons for a prospective account.
Open Worksheet →
Vendor Payment Terms Extractor
Upload a vendor agreement and automatically pull payment terms, early-payment discounts, late fees, and invoicing requirements.
Open Extractor →
Factoring Agreement Terms Extractor
Upload a prospect's current factoring agreement and pull fee structure, advance rate, termination notice, and early-termination penalties. Feeds directly into the Pricing Worksheet's competitor analysis.
Open Extractor →
How they fit together
1. Extract → Run a prospect's vendor agreements and current factoring agreement through the two extractor tools. Review each field, correct anything the model got wrong, and add it to the results table.
2. Export or carry forward → Export any results table to CSV or JSON for your files, or leave it saved — extractions persist in this browser so you can build up a table across multiple documents.
3. Price the deal → Open the Pricing Worksheet — saved factoring extractions appear in an import panel there, ready to prefill the Competitor Fee Analysis section with one click.