Keep purchasing power current for founders and owners

Founders risk wrong approvals when client balances go stale. Keep purchasing power and timestamp current after balance changes so operations and account owners act on current financial status.

Overview

Outdated purchasing power causes founders to approve beyond available credit, creating fulfillment and billing issues. Keep purchasing power and timestamp current so operations and account owners make decisions from accurate financial status, dramatically reducing manual reconciliation and preventing downstream errors.

Notable Features

Update client purchasing power and timestamp
Match client records by client ID
Notify operations and account owners