How it works

From first contact to closed and proven.

Every commodity deal moves through the same five stages. Most desks stitch them together across email, chat apps, spreadsheets, and a separate screening tool. TradeFlow OS runs all five in one place.

01

Identify

Automated KYC screening and KYB verification establish who you are dealing with before anything moves.

02

Connect

Post buy, sell, and service interest. Smart Match surfaces compatible counterparties and opens a channel.

03

Negotiate

Run the deal in a shared room with chat, voice notes, term sheets, and tracked revisions.

04

Document & Sign

Generate any of 15 trade documents and capture immutable, hash-stamped electronic signatures.

05

Prove

Attach a provenance passport so the chain of custody travels with the commodity, publicly verifiable.

Stage 01 · Identify

Know who you're dealing with, first.

Before a kilo moves, establish identity. KYC + AML confirms the person and screens them against sanctions and watchlists, KYB verifies the business itself, and on-demand screening checks every counterparty.

KYC + AML & KYB

Identity and business verification, built in

KYC + AML confirms your own identity with a government ID and a live selfie across 220+ countries, then screens you against 1300+ sanctions and watchlists, decided automatically with no manual review. KYB, a paid-plan feature, confirms your company exists through registry and incorporation checks, identifies and screens every ultimate beneficial owner, and runs entity AML and sanctions screening against 1300+ global lists. Sanctions screening also runs on demand for any counterparty.

  • 1300+ lists across dozens of jurisdictions: OFAC, UN, EU, UK, SECO, BIS, Interpol, MAS, and more
  • PASS / REVIEW / FLAG outcomes with risk tiers and confidence scores
  • Every ultimate beneficial owner screened during KYB
  • AI web-research summary: registration, ownership, and adverse-media signal (unverified research aid)

Business Verified

KYB

Meridian Commodities Ltd

LEI 9845 00B1 3F2A …Active

Beneficial owners

J. Okafor · 60%Screened
L. Bianchi · 40%Screened

Compliance

PASS

Meridian Commodities

OFAC
UN SC
EU
UK
BIS
MAS
Interpol
FATF
FCA

16 lists checked · 0 matches

Stage 03 · Negotiate

Run the whole deal in one room.

Once a match becomes a conversation, the deal room keeps everything, and everyone, in sync.

Deal rooms + messaging

Chat, voice, terms, and a full audit trail

Invite counterparties with role-based access and negotiate in real time. Text and voice messages, shared files, a term sheet, and a timeline that records every change as it happens.

  • Real-time chat with voice notes and file sharing
  • Term sheets with propose-and-approve revisions ('suggest edits')
  • A live timeline of stage changes, documents, and participants
  • Trade-flow guide that tracks signatures and required documents per stage

Deal Chat

Gold Bullion · 500 kg

Assay report attached. Can we lock the price formula?

Sending the revised FCO now.

0:14

Stage 04 · Document & Sign

Generate it. Sign it. Prove it later.

15 document types

Trade paperwork with cryptographic signatures

Generate any of 15 compliance and commercial documents with an AI-assisted wizard, then capture tamper-evident electronic signatures, each sealed in an HMAC-SHA-256 hash chain with a timestamp and party label, and verifiable on a public page.

  • ICPO, FCO, SCO, LOI, MOU, NCNDA, IMFPA, CIS, KYC, SPA, invoices, B/L, AWB, and more
  • Immutable signatures with a verifiable hash audit trail
  • Share with view or edit permission and an expiry
  • Built-in fraud-watch guidance on the highest-risk document types

Signature

Signed

FCO · Full Corporate Offer

Buyer — J. Okafor
Seller — A. Reyes

SHA256 a3f9…d21c · 31 May 2026, 14:30

Stage 05 · Prove

Provenance that travels with the goods.

SourceProof

A custody chain anyone can verify

Attach a provenance passport and record every custody event from extraction to delivery, with evidence and commodity-specific compliance checklists. Share a public link that needs no login.

  • Custody timeline: extraction, assay, transport, export, refining, delivery
  • OECD minerals, energy, and agriculture compliance checklists
  • Evidence documents per event: assays, permits, certificates of origin
  • Public verification link for buyers, auditors, and regulators

SourceProof

Verified

Gold · 500 kg · 99.5%

  1. Extraction · Ghana
  2. Assay · LBMA refiner
  3. Export · customs cleared
  4. Delivery · Zürich

OECD due diligence · publicly verifiable

See it on your own deals.

A 30-minute walkthrough of deal rooms, automated KYC/KYB, and compliance screening, mapped to how your desk actually trades.

No credit card to start free · Talk to us for Business & Enterprise