Credit Management | Patch
Purpose-built software for carbon credit management
CarbonOS solves the nuance and complexity of your credit sales and fulfillment operations, so you can focus on growth and climate impact.
25+ BUSINESSES RUN ON CARBONOS
Increase efficiency, visibility, and accuracy across your operations
Patch CarbonOS aligns your entire business to one central source of truth and streamlines repetitive, manual tasks. Spend more time growing your business and less on back office chores.
The single source of truth
Operations, sales, and settlement data are all logged throughout the process, making it easy to audit changes and seamless to hand off to the next team.
Designed for efficiency
Intuitive design makes accurately logging and interpreting data simple, so you don’t have to run your business through a series of manual spreadsheets.
Eion saves time with software built for scale
How Eion uses CarbonOS
Eion used to track inventory manually, but that approach is too time-intensive to scale. CarbonOS makes managing inventory fast and easy.
\ \ "Having the right tools in place to scale is essential to our business. Before Patch CarbonOS, we manually tracked inventory. But as we grow, manually tracking takes more and more time. Now, we can easily manage available inventory and reserve credits for upcoming re-purchases."\ \ \ \ Leah VanRyn\ \ VP of Growth at Eion\ \
Add rigor and reduce risk at every stage of the credit lifecycle
With workflows designed specifically for the needs of carbon projects, CarbonOS tracks your credits end to end — from estimated production to actual credits, and sales to delivery — simplifying internal operations and helping you demonstrate credibility with verifiers and buyers.
Accurately build your inventory
Clearly define a process to measure and track production for each project, then build accurate credit inventory estimates based on that process.
A holistic view of each project’s inventory
Log your actuals based on verified and issued totals and get a holistic view of your inventory across each stage of the credit lifecycle.
Configure what is eligible to sell
Whether selling issued credits or locking in future sales against estimates, it’s easy to give your sales team clear insight into what credits are available to sell. For future sales, set a risk buffer as you seek verification and issuance.
Simplify fulfillment planning
Ensure you’re on track to deliver on your commitments by easily assessing inventory at various stages of the lifecycle against committed or draft orders.
Streamline credit delivery
Sell inventory and record bespoke delivery requirements and schedules for every sale. Those details are at your fingertips when it’s time to deliver the credits, reducing risk of delivery error and streamlining custom retirements.
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Accurately build your inventory
Clearly define a process to measure and track production for each project, then build accurate credit inventory estimates based on that process.
A holistic view of each project’s inventory
Log your actuals based on verified and issued totals and get a holistic view of your inventory across each stage of the credit lifecycle.
Configure what is eligible to sell
Simplify fulfillment planning
Ensure you’re on track to deliver on your commitments by easily assessing inventory at various stages of the lifecycle against committed or draft orders.
Streamline credit delivery
Sell across channels with confidence
The more you scale your business to new buyers and channels, the harder it is to know what’s actually available to sell at any given time. Patch CarbonOS makes it easy to avoid misallocation or overselling by visualizing all your sales and inventory in one place.
Real-time credit inventory
Enable your sales team to see an updated view of available inventory at a glance and easily search for credits that meet buyers’ needs.
Streamline your sales experience
See all of your sales across channels in one report, view analytics, and export the data for further analysis.
Upgrade your sales experience with solutions for every customer type
Credit Management pairs with our range of Sales Solutions designed to modernize your sales experience -- helping you differentiate with buyers, while saving your team hours of effort.
[Stand out with corporate clients\ \ Differentiate through a streamlined digital proposal and payment experience, while making reconciliation a breeze.\ \ [Streamline smaller deals\ \ Easily launch a private sales portal to engage emerging buyers, so your team can stay focused on the most strategic clients.\ \ [Scale consumer sales\ \ Enable individual climate action through a familiar retail experience, and let Patch handle order aggregation and fulfillment.\ \
Seamlessly sell to new buyers
Effortlessly list available credits for sale in the Patch marketplace and automatically reconcile those sales in CarbonOS.
Generate passive sales
Generate sales with no additional resources by making credits available to the global network of Patch buyers in just a few clicks.
A seamless sales experience
Any order processed from the marketplace is automatically managed through Patch CarbonOS seamlessly, visible side-by-side with orders from all your other channels.
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