Gufi
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Business financing

A client portal and a back-office, on the same data

From 2 systems to 1.

2
systems in one: portal and back-office
KYC
identity verification built in
491
notifications received by webhook
Banco
accounts connected

What was happening

In business financing there are two worlds that almost never touch: what the client sees — their application, their documents, their status — and what the analyst sees. They're usually two systems, and the gap between them is paid for in phone calls.

Crealsa has both in one place: the portal where the client uploads documents and passes identity verification, and the back-office where it's assessed, on the same data. Gateway notifications arrive by webhook and are logged.

Crealsa

What changed

BeforeWith Gufi
Before · The client calling to ask where things standA portal with their file and its status
Before · Documents by email, looseUploaded to the file, with identity verification
Before · Two systems that never matchPortal and back-office on the same data

Queried on 2026-10-27 against the Crealsa tenant (company 233). 🔴 This is a launch: there is one file in progress. No volume figures are given here on purpose — what's described is what has been built.