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Sonoplatform Walkthrough - Coggle Diagram
Sonoplatform Walkthrough
Verification
KYC
In platform (not currently available)
Outside of platform
Company Details
Bank details (Not verified by us)
Confirm identity
Proposal
Email to customer sign up
Who recieves it
Current Ledger
Funding approval
Receipt accounts
Map Account Codes
link items
Accounting software e.g. Xero
Sync after connected to accounting package
OSS
Twilio Flex for internal tasks
Funding requests
Contracts
Availability & Liability Reports
Collections
Pricing
Charge advance rate