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On the recordRead 14 Nov 202614 facts
Downstream
On the record
- Accounting integrations
- QuickBooks, Xero, FreshBooks, and other accounting integrations are described as an open API roadmap item for Q4 2026.downstreamfactoring.com · read 14 Nov 2026
- Client portal
- The client portal is white-labeled and mobile-friendly, with invoice status and reserve visibility.downstreamfactoring.com · read 14 Nov 2026
- Collections
- The platform includes a collections queue and tracks disputed invoices through a resolution workflow.downstreamfactoring.com · read 14 Nov 2026
- Document intake
- Its OCR system extracts invoice and freight-document details, and it accepts submissions by email, portal upload, mobile photo, and API.downstreamfactoring.com · read 14 Nov 2026
- Fees and reserves
- The fee engine supports configurable time-based, flat, tiered, QuickPay, and minimum fees; reserves are calculated, held, and released automatically.downstreamfactoring.com · read 14 Nov 2026
- Maker
- The About page describes the product as built by people with firsthand factoring experience; it does not state a company headquarters or founding year.downstreamfactoring.com · read 14 Nov 2026
- Migration
- Data migration is included for founding partner clients, with parallel-run support during evaluation.downstreamfactoring.com · read 14 Nov 2026
- Pricing model
- Pricing is being developed with founding clients and is described as volume-based rather than seat-based.downstreamfactoring.com · read 14 Nov 2026
- Product status
- Downstream is currently in active development and onboarding founding clients for early access.downstreamfactoring.com · read 14 Nov 2026
- Purpose
- Downstream is a factoring operations platform for factoring companies.downstreamfactoring.com · read 14 Nov 2026
- Risk tools
- The platform offers real-time debtor credit limits during invoice purchase and debtor credit checks for clients.downstreamfactoring.com · read 14 Nov 2026
- Security
- The site states that data is encrypted in transit and at rest, MFA is enforced, and permissions are role-based; SOC 2 Type 2 is on the roadmap before general availability.downstreamfactoring.com · read 14 Nov 2026
- Support
- The demo contact page says it aims to respond within one business day.downstreamfactoring.com · read 14 Nov 2026
- Tenant data
- The site says each customer has a dedicated isolated database partition and can export its dataset in CSV at any time.downstreamfactoring.com · read 14 Nov 2026
