For Trading & Import-Export

The CFO Your Trading Business Reads Before the Container Lands.

Unhedged FX exposure, LC and credit-term slippage, inventory sitting in transit or in bond, counterparty credit risk building quietly — trading finance moves faster than most dashboards can track. 7AM & Realtime CFO™ puts it on one page, every morning.

Built on 22+ years of hands-on Excel & MIS work — see the Excel foundation this is built on.

Excel Power BI Python SQL n8n
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Where the Money Actually Hides

The gaps this industry keeps rediscovering the hard way

FX Exposure Blindspot
Unhedged FX positions on open trade contracts sit untracked in Excel until a currency swing turns a healthy margin into a loss.
Trading · FX Risk
LC & Credit Slippage
Letter-of-credit terms and buyer credit periods stretch quietly past agreement, invisible until someone builds a Power BI view checking terms against actual settlement — tying up working capital across every open shipment.
Trading · Working Capital
Margin Leakage
Marketplace and counterparty margin leakage — pricing, discounting and settlement patterns that erode margin across trading volumes no single invoice will show you, only a SQL pull across the full ledger surfaces it.
Trading · Settlement
How This Closes The Gap

7AM & Realtime CFO™, applied to your industry

1

FX Exposure Tracking

Open positions and contracted rates tracked in Excel against live market movement pulled via API, so exposure is a decision, not a surprise.

2

LC & Credit Term Discipline

Letter-of-credit timelines and buyer/supplier credit periods tracked in Power BI against actual settlement, enforcing terms instead of assuming them.

3

In-Transit Inventory Visibility

Stock in transit, in bond and at port tracked as working capital in a Python and SQL model, not as a blind spot between shipment and delivery.

4

One Page, Every Morning

Cash, exposure and working capital — pulled automatically by n8n, drafted by Claude, delivered on WhatsApp, Email or Slack before markets open.

Free Diagnostic

Find out what your data isn't telling you yet

A short diagnostic reveals where your trading business's biggest visibility gap is — FX exposure, credit terms, in-transit inventory or margin — and whether the fix is Excel, Power BI or full automation. Free. Ten minutes. No obligation.

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