💰 FinTechOn Time📋 Fixed Price

FinTech Trade Finance Platform — UK SME Export Finance

UK6 min readUpdated June 2025
Region
UK
Contract
Fixed Price
Tech Stack
10 Technologies
IP
100% transferred

Project Overview

A UK alternative finance company providing trade finance (invoice discounting, supply chain finance, and lette...

Technology Stack

Next.jsNode.js/FastifyPostgreSQLAWS TextractCompanies House APIHMRC VAT APIUKEF APIOFSI/OFAC screeningDow Jones World-CheckAWS eu-west-2

Compliance & Standards

FCA COBSConsumer Credit Act 1974AML/KYC (MLRs 2017)UK GDPRUKEF scheme requirementsCyber Essentials
Step 01

The Challenge

A UK alternative finance company providing trade finance (invoice discounting, supply chain finance, and letters of credit) to UK SME exporters needed to build a digital platform. Paper-based processes caused 8–12 day approval timelines. FCA COBS and Consumer Credit Act obligations, UK Export Finance (UKEF) scheme integration for government-backed facilities, AML/KYC for international trade counterparties, Companies House and HMRC VAT verification were the compliance requirements. Budget: £120,000.

Step 02

Our Approach

Digital Application and Document Upload

  • Next.js application portal: SME applicant submits application with document upload (invoices, purchase orders, export documentation).
  • OCR document parsing (AWS Textract): automatic extraction of invoice values, counterparty details, payment terms.

Document fraud detection

invoice metadata analysis and duplicate detection.

Companies House API

applicant company verification, director identity (cross-referenced with KYC), PSC (Persons with Significant Control) for AML beneficial ownership.

HMRC VAT API

VAT registration verification, VAT return history (proxy for business revenue and trading activity).

HMRC Making Tax Digital

voluntary MTD VAT data as creditworthiness signal for SME applicants.

UK Export Finance

  • Digital Guarantee scheme integration for UKEF-backed trade finance guarantees.
  • UKEF API for scheme eligibility check (UK-registered exporter, eligible destination country, UKEF credit appetite check).
  • UKEF-backed facilities: lower interest rate passed to SME exporter — competitive advantage vs non-UKEF trade finance.

International trade counterparty screening

  • OFSI UK sanctions list, HM Treasury UK financial sanctions, OFAC (US sanctions — relevant for USD transactions), and Dow Jones World-Check for PEP/adverse media screening of foreign counterparties.
  • Trade-based money laundering (TBML) indicators: invoice value vs market price deviation, unusual trade routes, counterparty in FATF non-compliant jurisdictions.
Step 03

The Results

Platform live at 16 weeks, £114,000 — under budget.

Approval timeline: 812 days2.1 days average.

UKEF scheme adoption: 34% of facilities now UKEF-backed (was 8% — digital eligibility check surfaced applicable cases).

AML: 3 TBML indicator cases escalated to MLRO in first 3 months (previously zero identified).

Companies House verification: 100% automated (was 100% manual).

Consumer Credit Act compliance audit: zero findings.

Client Testimonial
UKEF adoption going from 8% to 34% changed our product economics entirely — UKEF-backed facilities are cheaper to fund and we can offer better rates. The TBML detection caught three cases that would have gone straight to approval. The 2.1-day approval timeline versus 8–12 days has fundamentally changed our competitive position." — CEO, UK Trade Finance Company (name withheld)
ClickMasters Case Study Team
Reviewed by James Whitmore, CTO

Project Details

Sector
FinTech
Country
UK
Status
On Time
Contract
Fixed Price
Tech Stack
10 Technologies
Reading Time
6 min
IP Ownership
100% transferred
Last Updated
June 2025
Written By
ClickMasters Case Study Team
Reviewed By
James Whitmore, CTO

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