Get trade-finance evidence ready before shipment value is trapped.
Find document gaps and mismatches before they delay financing or settlement.
Creates revenueThe everyday problem
Purchase orders, invoices, shipment records and declarations carry small differences that trigger repeated bank or finance-team queries.
Trade document pack.zipHuman decision
Authorised finance staff and the financing institution decide eligibility and release.
- 01
Input
Financing pack with PO, invoice, packing list, shipment milestone and declaration references.
- 02
Give instruction
Check document consistency and prepare an exception list. Do not determine financing eligibility.
- 03
Agent works
Authorised trade, logistics and finance documents.
- 04
Human decision
Authorised finance staff and the financing institution decide eligibility and release.
Expected impact
Find document gaps and mismatches before they delay financing or settlement.
What to measure
Financing value delayed; first-pass document acceptance; query rounds.
The Finance Director wants working capital released faster without weakening documentary control.
SME
One accountable owner reviews the evidence and proposed action before the business commits.
Enterprise
Confirm source permissions, regional owners, approval limits and system actions during scoping.
Input
Financing pack with PO, invoice, packing list, shipment milestone and declaration references.
Authorised trade, logistics and finance documents.
AskJary+ReadyAskJary+The packing-list unit differs from the invoice. Should I block the pack from ready status?
AskJary+OutputWaiting for draft
AskJary+Draft readyTrade-finance readiness review
Nine checks passed; two mismatches and one missing shipment reference remain.
No external actions have been taken.
AskJary+Illustrative workflows. Tool availability, access and configuration require validation.