User Manual
Read this guide before using the app. It explains the main workflow from signup to lender-ready funding documents.
Quick Start
Follow these steps in order for the best results.
Confirm your email address if Supabase email verification is enabled.
Complete the onboarding form with company and funding details.
Upload bank statements, Excel files, or CSV exports.
Review dashboard scores and AI recommendations.
Open lender matches and export the funding application pack.
Dashboard
Track funding readiness, credit health, cash flow, debt health, funding probability, risk alerts, score trends, and upcoming actions.
Open sectionOnboarding
Enter company name, registration number, industry, country, annual revenue, employees, years operating, existing loans, funding goal, and amount needed.
Open sectionFinancial Upload
Upload PDF statements, Excel files, or CSV exports. The app extracts revenue, expenses, net profit, debt, cash position, and loan payments.
Open sectionAI Analysis
Generate credit health analysis, risk analysis, strengths, weaknesses, recommended actions, and 30/90/180-day improvement plans.
Open sectionLender Matches
Compare your SME profile against lender criteria and view the top lender matches ranked by compatibility score.
Open sectionApplications
Create an executive summary, funding proposal, business overview, credit improvement report, and financial summary as a PDF pack.
Open sectionRecommended Daily Workflow
Common Questions
Do I need to finish onboarding first?
Yes. Onboarding gives the app the company profile used for scores, AI analysis, and lender matching.
Can I use the app without Stripe or OpenAI keys?
Yes for the basic dashboard and onboarding screens. Payments and live AI generation require those keys.
What files can I upload?
PDF, CSV, XLS, and XLSX files are supported.
Why do I see DEPLOYMENT_NOT_FOUND on my domain?
The domain is reaching Vercel but is not attached to the correct Vercel project or ready deployment.