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Enterprise Layer Intelligence
Categories/Tax & Accounting/Zolvo
Zolvo

Zolvo

Automate invoice verification, payment matching, collections, and portfolio monitoring for commercial lenders

Pricing model

Paid

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Zolvo to automate manual back-office tasks for commercial lending and factoring operations. The system extracts data from incoming invoices, purchase orders, and delivery receipts, validating amounts against bank records to catch discrepancies. It connects to bank feeds to reconcile incoming payments automatically, surfaces exceptions for manual review, and flags potential fraud risks. You can also run scheduled collection follow-ups through email or messaging apps, track borrower covenant compliance in real time, and generate portfolio reports for investors without manual spreadsheets.

What Zolvo does

Extract and validate invoice data against purchase ordersReconcile incoming bank payments with ledger accountsFlag duplicate or fraudulent invoice submissionsSend automated payment reminder emails to debtorsMonitor borrower debt covenants and concentration limitsGenerate investor reporting summaries on demandRoute unmatched payment exceptions to operations staffAutomated invoice and bill of lading document verificationDirect bank feed reconciliation via Plaid and MT940 filesAutomated collections outreach through email and WhatsAppException detection with confidence scores on unverified itemsContinuous covenant monitoring with real-time breach notificationsAutomated investor and limited partner report generationTenant data isolation with SOC 2 Type II compliance

Pricing breakdown

Pricing model: Paid

PlanList price
Standard$500 / mo

Tutorials & Demos

Frequently asked

QuickBooksQuickBooksPlaidPlaidAWSAWS

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Zolvo, commercial lending, invoice verification, payment reconciliation, cash application, collections automation, portfolio monitoring, factoring, asset-based lending, fraud detection, covenant compliance, borrowing base