ABL REPORTING SOFTWARE

ABL reporting software for faster borrowing base certificates

Asset based lending prices your data quality into the deal. Reporting that is fast, reconciled, and verifiable is not paperwork, it is how you keep advance rates up and reserves down. Olycor gets the certificate out in minutes, with the support attached.

DIRECT ANSWER

ABL reporting is the recurring package a borrower owes its asset based lender: a borrowing base certificate with AR aging support, ineligible calculations, roll-forward reconciliations, and compliance certificates. Lenders can require certificates monthly, weekly, or even daily depending on risk, and ABL reporting software automates the cycle from ERP data to signed submission.

BORROWING BASE CERTIFICATES

The certificate is the product of everything upstream

Every ABL cycle ends in a borrowing base certificate: collateral, less ineligibles, times the advance rate, less reserves, capped at the facility limit. An officer signs it, and under most credit agreements a materially wrong certificate is a default. The document is one page. The risk is in the fifty thousand rows behind it.

Olycor treats the certificate as computed output rather than an authored document. Data flows in from the ERP, rules run, a reviewer approves, an officer signs. Run it on demand any day of the month to see where availability stands before you need the draw. The deeper mechanics live on the borrowing base certificate software page.

AR AGING & RECONCILIATION

An aging that ties to the general ledger

Lenders reconcile three things before they trust anything else: the aging to the general ledger, the roll-forward to the aging, and the certificate to both. Gaps in any of the three invite reserves. The classic failure modes are unapplied cash sitting in a suspense account, credit memos aged in the wrong bucket, and aging by invoice date when the agreement specifies due date.

Olycor builds the aging from invoice level records using the convention your agreement actually specifies, applies cash and credits to the invoices they belong to, and computes the roll-forward from transaction activity: beginning AR, plus sales, less collections, less credits and write-offs, equals ending AR. When the tie out has a residual, it is surfaced with the transactions that drove it instead of being plugged into a line called "other".

Beyond the tie-out, the same reporting breaks show up in ABL facilities again and again. Each row below is a specific validation in Olycor.

COMMON ABL REPORTING BREAKS
Where it breaksWhat it looks likeThe consequence
Unapplied cash$150,000 of receipts sit in suspense while the invoices they pay keep agingPast due balances are overstated, the GL tie-out shows a variance, and the examiner reserves against the noise
Aging conventionThe aging runs on invoice date while the agreement tests days past dueOn net 60 terms the whole book reads 60 days younger and ineligibles are understated
Cross-aging missedAn obligor sits at 27 percent past due against a 25 percent cross-aging triggerIts entire $900,000 balance should have dropped out of the base; leaving it in is an overadvance
Contra accountsYou owe a customer $300,000 in rebates while funding their full receivable balanceThe offset exposure is not collateral, and the field exam books it as a new ineligible
Concentration by spellingOne obligor split across three name variants in the agingA 14 percent exposure passes a 10 percent cap, and the excess is found by the lender instead of by you
Springing cadenceAvailability dips below the threshold and monthly reporting becomes weeklyA manual process that took four days now has to run every five, and late certificates become their own default risk
INELIGIBLE RECEIVABLES

Which receivables typically become ineligible?

Ineligibles are where availability quietly leaks. Each category below is a configured test in Olycor, with exact thresholds taken from your credit agreement. See the full explainer on ineligible receivables.

Past due invoices

Beyond the aging cutoff, commonly 90 days from invoice date or 60 days from due date.

Cross-aged obligors

If a set share of an obligor's balance is past due, often 25 or 50 percent, the entire obligor drops out.

Excess concentration

Balances above a per obligor cap, frequently 10 to 20 percent of eligible AR.

Foreign obligors

Outside permitted jurisdictions, unless covered by credit insurance or a letter of credit carve in.

Government receivables

Federal receivables are often excluded without an assignment of claims filing.

Affiliate and intercompany

Amounts owed by related entities rarely count as collateral.

Disputed and contra accounts

Disputed invoices, plus customers you also owe, netted to the offset exposure.

Unbilled and progress billings

Work performed but not invoiced, and milestone billings before acceptance.

Two of these interact: cross-aging can pull current invoices out of the base, and concentration limits depend on obligor grouping being right. Both are computed, not eyeballed.

AVAILABILITY

How availability is calculated

A worked example for a middle market borrower with a $15 million revolver. Every deduction line opens to the underlying invoices in Olycor.

AVAILABILITY CALCULATION
LineAmount
Gross accounts receivable$18,650,000
Less: invoices past aging cutoff($1,240,000)
Less: cross-aged obligors($430,000)
Less: government receivables($520,000)
Less: contra accounts($260,000)
Eligible receivables$16,200,000
Advance rate at 80 percent$12,960,000
Less: dilution reserve($460,000)
Borrowing base$12,500,000
Facility limit$15,000,000
Less: outstanding loans and letters of credit($9,800,000)
Availability$2,700,000

This borrower has $2.7 million to draw. Notice that $2.45 million of ineligibles cost about $1.96 million of availability at the 80 percent advance rate. Getting one wrongly excluded obligor back into the base is often worth more than a rate negotiation. Background reading: what is a borrowing base.

LENDER REVIEW WORKFLOW

What happens after you hit submit?

Your certificate lands on a credit analyst's desk, gets compared against the prior period, and anything that moved gets a question. Twice a year or so, a field examiner shows up and rebuilds your numbers from source. The quality of those interactions compounds: borrowers whose certificates check out cleanly tend to see fewer reserves, lighter exam scopes, and faster amendment conversations.

Olycor is built for that review. Each submission is signed, versioned, and packaged with its support schedules. Variance against the prior period is precomputed with the driving invoices attached. If you grant your lender reviewer access, they can trace any line to source lineage themselves, without access to your ERP. The certificate stops being a claim and starts being a record.

Frequently asked questions

How often do ABL lenders require reporting?+
It scales with perceived risk. A clean credit might report monthly, tied to month end close. Tighter deals report weekly, and borrowers in workout or with thin availability can be moved to daily borrowing base reporting. Many agreements include springing triggers: fall below an availability threshold and the cadence automatically tightens. Software matters most exactly when the cadence tightens, because a manual weekly certificate consumes a finance team.
What counts as ineligible in a typical ABL facility?+
Common categories: invoices past due beyond 90 days from invoice date or 60 from due date, cross-aged obligors, excess concentration above a per obligor cap, foreign obligors outside permitted jurisdictions, government and affiliate receivables, disputed invoices, contra accounts where you also owe the customer, and unbilled or progress billings. Your credit agreement defines the exact list and thresholds; these vary meaningfully between facilities.
How does Olycor reduce field exam pain?+
Field examiners spend most of their time reconciling the certificate to source data and retesting ineligibles. Olycor retains every input file, mapping, rule version, and approval, so the reconciliation the examiner would build by hand already exists. Sampling a line means opening it. Borrowers do not control exam scope, but they control how long the reconciliation takes, and that is the expensive part.
We report from three ERPs after two acquisitions. Does that work?+
That is the normal case, not the edge case. Each system's exports are mapped into one canonical model, obligors are matched across systems so concentration is measured against the real counterparty, and intercompany balances are flagged for elimination. The certificate consolidates cleanly while keeping per entity lineage, which is exactly what the lender's examiner will want to see.
Can the lender see our data directly?+
You decide. Olycor is borrower software: your team prepares, approves, and signs the certificate, and the lender receives the signed package. If you choose, reviewer access lets your lender verify line items against source lineage without touching your ERP. Verifiability is the point; open access to your systems is not required to achieve it.

RELATED READING

Go deeper with eligible receivables in the glossary, or browse every test in the rule library.

SOURCES & FURTHER READING

  1. OCC Comptroller's Handbook: Asset-Based Lending on borrowing base monitoring as a collateral control and reporting frequency, which can run as often as daily.
  2. U.S. Bank, Answering the ABL lending question on monthly or weekly certification cadence and software automation of borrowing base preparation.
  3. Bank of America, What is asset-based lending on the recurring borrowing base reporting that ABL facilities require.

Last updated July 9, 2026. Olycor does not provide legal, tax, accounting, or credit advice. Ineligible categories, advance rates, reserves, and reporting cadence vary by credit agreement; your agreement governs.

Weekly reporting without the weekly scramble.

Olycor is onboarding ABL borrowers who want the certificate computed from source data and signed with confidence, on whatever cadence the facility demands.