Creating a Customer

A “Customer” is a profile of your corporate customer. It's one of two Company types on FinverityOS and the first step in setting up your Deal.

By creating a Customer on the platform:

• You ensure that all details related to these companies are stored in one, centralized place

• They can be linked to one or many transactions as either a Payer/Buyer or a Seller/Supplier

In this Guide, we will walk you through below steps:

• Adding the Company’s legal entity details

• Adding Directors, Owners and Representatives

• Adding Corporate Financial Information 

• Uploading Documents 

• Adding & Inviting users

• Creating Bank Accounts

• Activating the Customer