ETRM App
Kissflow runs deal intake, credit and risk-limit checks, multi-level approval, position and exposure tracking, and settlement discrepancy resolution as a governed workflow around your energy trading and risk management platform, so a limit breach is flagged the moment a deal is booked, not discovered on Monday.
Trusted by energy operators worldwide
Between the trade and the confirmation, a position limit can be breached for an entire weekend without anyone knowing
A deal gets booked, a confirmation gets sent, and the credit or risk-limit check that should have caught a problem happens whenever someone gets around to reviewing the position, sometimes days later. A confirmation email can record that a deal happened. It can't stop a limit breach from sitting unflagged over a weekend.
Kissflow runs the workflow around a deal as a governed app: intake that captures deal terms the moment they're agreed, a credit and risk-limit check that runs automatically against configured thresholds, multi-level approval routing for deals that exceed standard authority, position and exposure tracking by commodity, book, and counterparty, and settlement discrepancy resolution when a mismatch surfaces between confirmed terms and settlement. Your ETRM platform or SAP stays the system of record for the deal and the position; Kissflow is the governance layer that catches a breach the moment it happens.
Risk and trading operations leads configure deal types, limit thresholds, and approval routing in the visual builder. Every check, approval, and exception carries a timestamp, so a limit breach is a same-day flag, not a Monday-morning discovery.
What a deal confirmation email misses before the risk desk sees it
Limit checks happen after the fact
A risk or credit limit is reviewed on the next check-in, not at the moment a deal is booked.
Approval authority isn't enforced automatically
A deal that should route to a second-level approver can get confirmed without the extra sign-off.
Exposure is reconstructed manually
A current position by commodity or counterparty takes a manual pull to assemble.
Settlement mismatches surface late
A discrepancy between confirmed terms and settlement isn't caught until reconciliation, well after the deal closed.
Six modules. Built to flag a breach the moment it happens, not the following Monday.
Every module ships with default forms, routing, and dashboards. Configure each one to your trading desk's policy in the visual builder.
Deal capture and intake
Captures deal terms, counterparty, and commodity the moment they're agreed, ready for the checks that follow.
Credit and risk-limit check
Runs the deal automatically against configured credit and risk-limit thresholds at intake.
Multi-level approval
Routes a deal that exceeds standard authority through additional approval layers before confirmation.
Position and exposure tracking
Tracks current exposure by commodity, book, and counterparty, feeding one reporting view.
Settlement discrepancy resolution
Flags a mismatch between confirmed terms and settlement as an exception, routed for resolution.
Risk and finance reporting
Rolls up deal, limit, and exception activity for the risk desk and finance team.
From request to system of record in four steps
Submit
Deal terms are captured at intake, ready for the risk-limit check.
Review
A credit and risk-limit check runs automatically, and any deal above threshold routes to the right approver.
Approve
The deal is confirmed once it clears its required approval level.
Record
Position and exposure update against the trading and risk system, and any settlement mismatch is flagged for resolution.
What changes when the ETRM workflow layer runs on Kissflow
| Process | Before Kissflow | On Kissflow |
|---|---|---|
| Limit checks | Run on the next manual review | Run automatically at deal intake |
| Approval authority | Depends on someone remembering to escalate | Enforced by routing rules at every threshold |
| Exposure visibility | Reconstructed manually by commodity or book | Tracked continuously in one view |
| Settlement discrepancies | Caught at reconciliation, days later | Flagged as an exception the moment they surface |
| Weekend and after-hours deals | Limit checks wait for the next business day | Checked at the moment of booking regardless of timing |
| Reporting to risk and finance | Compiled manually from multiple sources | Available on one rolled-up dashboard |
Connects alongside your ETRM platform or SAP; the deal and position stay the system of record
Kissflow does not replace your ETRM platform or SAP for deal capture and settlement. It runs the risk-limit check, approval, and discrepancy resolution workflow around it.
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Built to flag a breach the moment it happens
Risk checks run at intake, not after the fact
A limit breach is flagged the moment a deal is booked, regardless of when in the week.
Approval authority enforced automatically
A deal above threshold cannot bypass its required sign-off level.
Settlement discrepancies caught early
A mismatch is flagged as an exception the moment it surfaces, not at reconciliation.
Live in weeks
Deal types and limit thresholds configure in the visual builder, without a systems project.
One exposure view across books
Position and exposure roll up by commodity, book, and counterparty in one dashboard.
Access restricted to trading, risk, and finance
Role-based access keeps deal and position data scoped to the teams that need it.
Related apps
Fuel Distribution & Demand Forecasting App
The physical distribution counterpart to the commodity positions tracked here.
ESG Compliance Management App
Tracks disclosure obligations that can draw on this app's exposure and reporting data.
Tank Inventory & Compliance App
Tracks the physical inventory position that can inform a trading desk's exposure view.
We help trading and risk desks flag a breach the moment it happens
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Vagesh Dave
GVP & CIO at McDermott International, Ltd
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“Advanced automation of all processes is easy to set up. I cannot imagine how to manage workflows without this software.”
Tanay Tiwary
Global Head - Digitalization & Business Improvement
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Maria Theresa Cabigon
CIO, SN Aboitiz Power Group
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See what Kissflow can do for you
Talk to usGot questions? We're here to help.
Get SupportNo. A dedicated ETRM platform or SAP stays the system of record for deal capture, positions, and settlement. Kissflow runs the intake, risk-limit check, multi-level approval, and discrepancy resolution workflow feeding it.
The deal is flagged automatically against the configured limit and routed to the risk desk for review before it's confirmed, instead of surfacing after the fact.
Yes. Position and exposure tracking is configurable by commodity, book, and counterparty, feeding one reporting view for the risk and finance teams.
A mismatch between confirmed terms and settlement is flagged as an exception, routed to the responsible desk for resolution and documented on the deal record.
Configurable by role and threshold, larger or higher-risk deals route through additional approval layers before confirmation.
Deal types, limit thresholds, and approval routing configure in the visual builder, without an engineering project.
Kissflow is certified to SOC 1, SOC 2, SOC 3, and ISO/IEC 27001, with role-based access restricting deal and position data to trading, risk, and finance.
Yes. Risk-limit checks run at the moment of intake regardless of when a deal is booked, so a breach doesn't wait until the next business day to be flagged.
