FinTrade3.4.8
Publisher Description
We are committed to Commercial Factors and Lenders in order to provide a very robust software for the industry. We understand the business and needs of our clients and their customers. From Cloud based software and easy access to total integration and easy to use software and this mobile app.
Fintrade is a Web based software solution for Commercial Finance Operations. It includes 8 modules including Financial Planning, Sales, Underwriting, Operations, Bank Account Management, Administrative, Documents Control, all of them totally online integrated with the Accounting module.
We offer our software as SaaS (Software as a Service) which means our clientes do not need to purchase the system or deal with updating it. The Fintrade App allows for clients to download this App from the AppStore or from the Playstore to check their Statement, Upload any requirements and Sign Documents pending for disbursement. Our License includes the benefit of our latest version for all users at an affordable monthly fee.
Version History Improved document sharing performance.
Optimized communication between contacts. 3.4.8 Oct 2 performance improvements and optimization, and bug fixes 3.4.6 Sep 15 performance improvements and optimization, and bug fixes 3.4.5 Sep 8 Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024
About FinTrade
The company that develops FinTrade is Fintrade Software Solutions LLC. The latest version released by its developer is 3.4.8.
To install FinTrade on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the FinTrade as malware if the download link is broken.
How to install FinTrade on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the FinTrade is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After FinTrade is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 3.4.8
posted on 2026-10-14
Version History Improved document sharing performance.
Optimized communication between contacts. 3.4.8 Oct 2 performance improvements and optimization, and bug fixes 3.4.6 Sep 15 performance improvements and optimization, and bug fixes 3.4.5 Sep 8 Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024
version 3.4.8
posted on 2026-10-07
Version History Improved document sharing performance.
Optimized communication between contacts. 3.4.8 4d ago performance improvements and optimization, and bug fixes 3.4.6 Sep 15 performance improvements and optimization, and bug fixes 3.4.5 Sep 8 Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024
version 3.4.8
posted on 2026-10-04
Version History Improved document sharing performance.
Optimized communication between contacts. 3.4.8 2d ago performance improvements and optimization, and bug fixes 3.4.6 Sep 15 performance improvements and optimization, and bug fixes 3.4.5 Sep 8 Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024
version 3.4.6
posted on 2026-09-27
Version History performance improvements and optimization, and bug fixes 3.4.6 Sep 15 performance improvements and optimization, and bug fixes 3.4.5 Sep 8 Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024
version 3.4.6
posted on 2026-09-20
Version History performance improvements and optimization, and bug fixes 3.4.6 5d ago performance improvements and optimization, and bug fixes 3.4.5 Sep 8 Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024
version 3.4.5
posted on 2026-09-13
Version History performance improvements and optimization, and bug fixes 3.4.5 5d ago Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024 - Filter by date was implemented in the invoice module.
- Functionality was implemented to be able to show the report in PDF of the invoice module
- Improvements were added to the prospecting module
- Bug fixes and improvements. 3.1.9 09/05/2024
version 3.4.3
posted on 2026-09-06
Version History Improvements to web content optimization in the news module 3.4.3 Jul 29 Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024 - Filter by date was implemented in the invoice module.
- Functionality was implemented to be able to show the report in PDF of the invoice module
- Improvements were added to the prospecting module
- Bug fixes and improvements. 3.1.9 09/05/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.8 08/13/2024
version 3.4.2
posted on 2026-07-23
Version History Improved automatic date range calculations in filters for more accurate results. 3.4.2 Jul 6 Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024 - Filter by date was implemented in the invoice module.
- Functionality was implemented to be able to show the report in PDF of the invoice module
- Improvements were added to the prospecting module
- Bug fixes and improvements. 3.1.9 09/05/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.8 08/13/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.7 08/11/2024
version 3.4.1
posted on 2026-07-01
Version History Stability improvements for push notifications. 3.4.1 Jun 11 Visual and functional improvements to the Payments Due module to optimize information display and user experience. 3.4.0 May 19 New Feature: Payment Due
In this version, we have added the new Payment Due section within Reports, allowing you to clearly and efficiently view all outstanding payments from your clients.
Key Features:
- Complete list of clients with total amount due
- Detailed breakdown by: Capital, Interest, Management, Late Fees, and Transactions
- Advanced filters and smart search (local + deep database search)
- Quick access to client details and supporting documents
- Consolidated total of all accounts receivable
This new functionality gives you better control and visibility over your receivables, making collection management and financial tracking much easier.
Update now and take full control of your pending payments! 3.3.9 May 17 New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024 - Filter by date was implemented in the invoice module.
- Functionality was implemented to be able to show the report in PDF of the invoice module
- Improvements were added to the prospecting module
- Bug fixes and improvements. 3.1.9 09/05/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.8 08/13/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.7 08/11/2024 - Improvements and bug fixes in the file reports module 3.1.6 07/18/2024
version 3.3.8
posted on 2026-05-17
Version History New News Center
We’ve introduced a new in-app News module that allows you to:
• View corporate updates
• Access global financial news
• See visual indicators for new content
• Access extended information via our official website 3.3.8 Feb 23 We’ve improved the way you manage prospects by adding support for website links, making it easier to access important information with just one tap.
We also enhanced link handling for a smoother experience and fixed stability issues to ensure reliable document downloads on iOS. 3.3.7 Feb 11 - Improvements and bug fixes. 3.3.6 Jan 20 - Improvements and bug fixes. 3.3.5 11/19/2025 - Improvements and bug fixes. 3.3.4 10/13/2025 - Improvements and bug fixes. 3.3.3 09/26/2025 - Improvement in the home module.
- Improvement in the prospecting module.
- Improvement in the notifications module.
- Improvements and bug fixes. 3.3.2 09/09/2025 - Improvement in the financial control hub module.
- Improvements and bug fixes. 3.3.1 07/15/2025 - I added favorites functionality to reports in the home module.
- Totals information was added to the documents module.
- Dynamic link added to share comments to the prospecting module
- Added web redirection for underwriting statuses in the activities and status modules. 3.3.0 05/27/2025 Minor bug fixes and improvements. 3.2.9 04/15/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.8 04/02/2025 - New comments functionality is added to the credit application.
- New functionality has been added to share comments in the prospecting and credit application modules.
- Performance improvements. 3.2.7 03/26/2025 - new comments functionality is added to the activity inspection module.
- UI improvements. 3.2.5 01/19/2025 Minor bug fixes and improvements. 3.2.4 12/31/2024 - Added a new Overdue Document functionality in the Documents module.
- Added a new Status functionality in the Prospecting module.
- Improved initial company selection screen.
- Improvements in the Prospecting module
- Improvements in the transactions module. 3.2.3 12/18/2024 - Bug fixes and improvements. 3.2.2 11/08/2024 - New component was implemented to select dates in reports.
- The filter for date selection of the financial control hub module was improved.
- New functionality was added for creating activities in the prospecting module.
- Bug fixes and improvements. 3.2.1 10/19/2024 - Functionality was implemented to be able to show the report in PDF of the Invoice Detail module.
- Improvements were added to the Invoice module.
- Bug fixes and improvements. 3.2.0 09/12/2024 - Filter by date was implemented in the invoice module.
- Functionality was implemented to be able to show the report in PDF of the invoice module
- Improvements were added to the prospecting module
- Bug fixes and improvements. 3.1.9 09/05/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.8 08/13/2024 - New prospecting module was implemented.
- Bug fixes and improvements. 3.1.7 08/11/2024 - Improvements and bug fixes in the file reports module 3.1.6 07/18/2024 - Improvements and bug fixes in the file upload module 3.1.5 06/28/2024 - The client invoice module was implemented.
- Comment module was integrated into credit applications.
- graphics improvements. 3.1.4 06/08/2024 - New functionality is added to verify uploaded files in each element of the credit application.
- Bugs fixed and improvements added. 3.1.3 04/30/2024



