Portfolio books

Books that cannot go out of balance

Daily accruals, cost of funding, repayments and late-payment charges compute automatically on a true double-entry core — with the outputs a spreadsheet cannot produce.

Overview

Double-entry portfolio books

Most factoring books live in spreadsheets that agree with themselves and nothing else. Monetta computes the portfolio on a true double-entry core, so daily accruals, cost of funding, repayments and late-payment charges follow from the deals automatically — and produces the trial balance, general ledger and counterparty statements a spreadsheet cannot.

What it does

Accounting that follows from the deals

Daily accruals, funding cost, repayments and late charges computed automatically.

A true double-entry core that cannot go out of balance.

Trial balance, general ledger and counterparty statements.

Every number reconstructable for audit at any later date.

Existing spreadsheet books move across with a built-in importer.

How it works

How the books are produced

1Deals are run in the same system
2The double-entry core posts what each deal implies
3Accruals, funding cost and charges compute daily
4Standard accounting outputs come straight out
FAQ

Common questions

Can we move our existing books across?

Yes. A built-in importer moves them and checks them against the old figures before cut-over.

What accounting outputs does it produce?

Trial balance, general ledger and counterparty statements, among others.

Can we reconstruct an old number?

Yes — every action and number is attributable and reconstructable for audit at any later date.

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More of what Monetta does

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See a financing run end to end

Request a demo to see an invoice financed from submission to repayment — and the books it produces.