20-year M&A and legacy-name resolution
Connect historical filings, former legal names, DBAs, addresses, and successor relationships so teams can investigate records that no longer match today's corporate roster.
Enterprise software licensing & channel alliances
Deploy institutional treasury intelligence across your portfolio.
License CRR's evidence, entity-history, jurisdiction, and monitoring engine for your own advisory or treasury workflow. It is designed for CPA firms, private equity due diligence teams, corporate recovery consultants, and enterprise finance departments.
Deployment scope, data sources, provider connections, and any filing or notarization lane are agreed and verified per customer and jurisdiction.
The platform advantage
Reusable research infrastructure that turns fragmented public records into reviewable finance work.
- Jurisdiction profiles and lane-specific rules
- Historical filing and subsidiary-resolution workflows
- Evidence provenance, hashes, and audit events
- Packet, checklist, and accounting-output generation
- Private deployment and provider-gated integrations
Enterprise capabilities
Make corporate receivables research repeatable at portfolio scale.
Use the same evidence and control model across client engagements, diligence work, or an internal treasury program.
Treasury Shield delta monitoring
Schedule source refreshes, compare snapshots, preserve changes, and surface jurisdiction-specific timing tasks for an optional monitoring retainer.
Evidence binders and readiness packets
Generate source registers, entity links, document checklists, confidence labels, customer actions, PDFs, and accounting CSVs without losing the underlying provenance.
Approval-aware workflow orchestration
Keep research automated while gating external outreach, customer documents, payments, e-signature, filing, and provider actions behind the approvals each lane requires.
Licensing models
Flexible deployment for advisory firms and enterprises.
Start with a defined workflow and expand source coverage, users, tenants, and provider connections as the operating case is proven.
| Licensing tier | Target organization | Core deliverable |
|---|---|---|
| CPA & advisory firm alliance | Accounting, tax, turnaround, and corporate-recovery firms | Portfolio screening, branded readiness packets, evidence review, and controlled client handoffs. |
| Private equity due diligence | M&A advisors, PE operating partners, and family offices | Pre-acquisition receivables and entity-history review that highlights evidence gaps before close. |
| Enterprise treasury workflow | Corporate controllers, treasury teams, and finance operations | Tenant-isolated monitoring, document workflows, reporting, and approved ERP/TMS or identity-provider integrations. |
Security and deployment posture
Built for evidence-sensitive finance workflows.
CRR supports private deployment patterns, least-privilege access, encrypted storage, tenant separation, and append-only audit evidence. Production controls and integrations are activated only after the customer, provider, and jurisdiction requirements are documented.
Private deployment options
Run approved processing inside a controlled cloud network with encrypted storage and explicit service boundaries.
Cryptographic audit evidence
Preserve source hashes, timestamps, approvals, access events, and workflow transitions for reviewable case history.
Enterprise role boundaries
Separate operator, compliance, finance, customer, and administrator actions with role-aware approval workflows.
Tenant-level isolation
Keep each customer or portfolio bound to its own cases, source references, documents, and audit trail.
Ready to evaluate the engine?
Inquire about software licensing and partner access.
Request a technical walkthrough, sample workflow, or scoped enterprise evaluation. We will identify the right sources, controls, and deployment boundary before discussing production activation.