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Helped A Leading Equipment Financing Company Drive Business Growth With Intelligent Reporting

Liventus built a custom solution for Beacon Funding that integrates disparate leasing data into a single system that can automatically provide updates, inform deals, and create mission critical business reporting

Challenges

Founded in 1990, Beacon Funding is a leading financing company providing small-ticket equipment financing services to US businesses. Beacon Funding was in need of a technology partner to implement scalable platforms to automate large business process like leasing automation, CRM integration and credit process.

  • Lack of Clear Insights: Unable to glean actionable insights with enormous data available.
  • Disparate Data Sources: No single source for all lease-related data, reports, and documents.
Custom credit decisioning dashboard by Liventus
The Solution

We crafted an intuitive dashboard solution with robust reporting features, giving Beacon Funding real-time visibility into individual accounts and overall business activity. All leasing data is automatically updated with each new action, ensuring consistency across every application. Team members can easily review information through customizable dashboards and dedicated reports.

One Platform. Total Visibility. Smarter Action for Beacon Funding.

  • Accounting and Customer Details – This report allows you to easily track deals and leases, days past due (DPD), commissions, fees, outstanding amounts, terms, and more.
  • Accounting Cash Flow – This view analyzes accumulated amounts, maturity dates, fees, and repayments.
  • Bank Account Statements – This feature allows the team to fetch bank statement data with an easy integration in order to get a more meaningful insight into the customer’s creditworthiness.
  • Credit Risk Report – This report delivers portfolio analysis by state, risk level, or delinquency buckets.
  • Customer Data – This feature pulls customer data in bulk allowing the team to easily configure and export custom reports with select data points.
  • Executive Report – Displays data in easy-to-understand illustrations with an option to have drill downs into the specifics.
  • Expected Payments – Fetch details of the payments scheduled for a stakeholders.
  • Lease Data – Investigates all available data on the loans in the system.
  • Payment Information – Helps Beacon Funding review the payments made between borrowers and their business.
  • Business Performance Dashboard – An advanced reporting page provides a comprehensive view of their entire leasing business immediately.

Tech Stack

Microsoft Dynamics Logo
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Results & Measurable Impact

Unique KPIs to Track Staff Performance

Each stakeholder in the business has different KPIs. Thus, the system will fetch other data points for different user types, providing the lender a 360 view of their business, including customer, vendor, and staff information.

Easy Data Export for Stakeholders

All business data is collected, analyzed, and formatted for reporting to administrators and stakeholders—delivered through a single, integrated interface that offers full flexibility and customizable configuration options.

Eliminated Human Error in Reports

The supreme level of automation in our solution removes human error. This results in clean data being processed for the business’ reporting, offering a clear understanding of different aspects of their business.

A Trusted Partner, for 20+ Years

At Liventus, we specialize in developing secure, scalable, innovative technology solutions tailored to fertility and IVF providers, clinics, networks and centers. From enhancing patient experiences to optimizing operational efficiency, we help fertility specialists integrate cutting-edge digital solutions that improve care outcomes for their patients and streamline workflows.

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Custom Software. Scalable Solutions. Long-Term Growth.

More than Software, We Build Partnerships

Platforms | Workflows | Intelligence | Growth

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