Credit lines
Track credit providers, credit recipients, credit amounts, available balances, status, and lifecycle timing.
Features
A system of record for business credit relationships
Credit Reaper combines credit lines, service-managed balances, transactions, notes, audit history, reports, and scoped access so teams can understand what was offered, available, used, and documented.
Active lines42
Open balance$184K
Disputed3
Aging balancesScoped view
Recent activityAudit-backed
Currently available
The practical foundation for credit tracking is already in place.
These features are implemented in the app and are used by the dashboard, reports, and credit-line detail workflows.
Transactions and balances
Record usage, adjustments, reversals, and reconciliation events so balances do not drift away from the activity trail.
Notes and audit activity
Attach internal or shared context to credit lines and transactions while keeping an audit-backed activity timeline.
Reports
Review summary metrics, aging balances, exposure by entity, and recent changes from API-backed reports.
Entity-scoped access
Support company-wide and assigned-entity access patterns for brand, store, vendor, and service-provider users.
Supporting documents
Attach invoices, agreements, receipts, and supporting files to credit lines so evidence stays close to the record.
Billing and plan controls
Plan limits, usage visibility, subscription state, and billing actions are available through supported workspace plans.
Workflow
From entities to reporting in five steps.
The workflow starts with the real structure of the business and keeps every balance movement tied to a credit line.
- Create companies and business entities.
- Open credit lines between the right entities.
- Track usage, reconciliation events, adjustments, and reversals.
- Add notes and transaction context as work happens.
- Review dashboards, reports, and audit-backed activity.
Aging balancesReport
Reports
Reporting stays tied to credit-line records.
Aging balances, exposure by entity, recent activity, and dashboard cards are current product surfaces. They are product reports, not accounting, lending, or compliance guarantees.
Planned enhancements
Planned features are labeled clearly.
Roadmap items are separated from current product surfaces so teams know what is available today.
Communication and reminders
Requests, invitations, notifications, and shared notes help teams coordinate around access and credit activity. Reminder and messaging workflows are planned enhancements.
Roadmap
Future work stays labeled before it ships.
Account controls, expanded document governance, reminders, and billing refinements are planned product areas.
Expanded account management
Expand sign-in, invitation, user profile, and account-management workflows for broader customer rollouts.
Expanded document controls
Add deeper file permissions, retention controls, and evidence-management workflows around existing supporting documents.
Reminders and notifications
Build usage, renewal, review, and subscription reminders on top of the existing activity model.
Expanded billing controls
Refine packaging, customer portal behavior, renewal notices, and subscription administration as supported plans mature.
Next step
See the credit tracking workspace.
Sign up to review the product experience, or sign in to continue an existing workspace setup.