Your portfolio. One place.

Every deal, every payment, every merchant. From funding to payoff — without the spreadsheets.

30-day free trial · Cancel anytime

How it works

Track every deal from intake to payoff

Deals, payments, and bank data — synced, not spreadsheets.Deals, merchants, payments, and bank transactions sync automatically. No more toggling between spreadsheets to find a number.

Transactions

Date	Description	Amount	Category
Sep 10	Office Supplies Co.	-45,20 kr	Office Supplies
Sep 10	Cloud Services Inc.	-89,00 kr	Software
Sep 09	Freelance Payment	+1 200,00 kr	Income
Sep 09	Marketing Agency	-350,00 kr	Marketing
Sep 08	Software Subscription	-24,00 kr	Software
Sep 08	AWS	-1 820,50 kr	Infrastructure
Sep 07	Stripe Payment	+2 450,00 kr	Income
Sep 07	Figma	-225,88 kr	Office Supplies
Sep 06	Webflow	-176,36 kr	Software
Sep 06	GitHub	-44,00 kr	Software
Sep 05	Notion	-120,00 kr	Software
Sep 05	OpenAI	-89,50 kr	Software
Sep 04	Vercel	-299,00 kr	Infrastructure
Sep 04	Adobe	-649,00 kr	Software
Sep 03	Client Invoice	+8 500,00 kr	Income

Catch problems before they cost you

NSFs and late payments flagged instantly, not next week.NSFs, late payments, and at-risk merchants are flagged the moment they happen — not when you notice them in a spreadsheet next week.

Invoices

Stop reconciling by hand

Bank transactions matched to deals. No more manual recon.Bank transactions match to deals automatically. Variances are flagged for review. The spreadsheet reconciliation ritual is over.

Inbox

AWS-receipt.pdf

$54.30

InboxSep 07

Figma-receipt.pdf

$24.00

InboxSep 06

GitHub-receipt.pdf

$9.00

InboxSep 05

Notion-receipt.pdf

$16.00

InboxSep 04

Slack-receipt.pdf

$8.50

InboxSep 03

Suggested match

Transaction • Stripe • $89.00 • Sep 10

See your portfolio health at a glance

Defaults, collections, and cash flow — always current.Defaults, delinquency, repayment velocity, and exposure — surfaced as they change, not buried in tabs.

Category Expenses

Category Breakdown

Marketing

SaaS

Payroll

$5,700

Total

Fewer missed steps, less follow-up

Alerts and summaries arrive — you stop chasing.Risk alerts, collection notices, and weekly portfolio summaries arrive automatically. You stop chasing and start deciding.

Show me weekly summary

How it works

Track every deal from intake to payoff

Deals, merchants, payments, and bank transactions sync automatically. No more toggling between spreadsheets to find a number.

Catch problems before they cost you

Stop reconciling by hand

See your portfolio health at a glance

Fewer missed steps, less follow-up

Transactions

Date	Description	Amount	Category
Sep 10	Office Supplies Co.	-45,20 kr	Office Supplies
Sep 10	Cloud Services Inc.	-89,00 kr	Software
Sep 09	Freelance Payment	+1 200,00 kr	Income
Sep 09	Marketing Agency	-350,00 kr	Marketing
Sep 08	Software Subscription	-24,00 kr	Software
Sep 08	AWS	-1 820,50 kr	Infrastructure
Sep 07	Stripe Payment	+2 450,00 kr	Income
Sep 07	Figma	-225,88 kr	Office Supplies
Sep 06	Webflow	-176,36 kr	Software
Sep 06	GitHub	-44,00 kr	Software
Sep 05	Notion	-120,00 kr	Software
Sep 05	OpenAI	-89,50 kr	Software
Sep 04	Vercel	-299,00 kr	Infrastructure
Sep 04	Adobe	-649,00 kr	Software
Sep 03	Client Invoice	+8 500,00 kr	Income

Everything you need to run your MCA business

Underwriting, deal tracking, payments, collections, reconciliation, and merchant servicing — all connected in one system.

Deals

Deal management

Collections

Payment monitoring

Underwriting

Risk scoring

Syndication

Participant funding

Compliance

UCC & disclosures

Analytics

Portfolio dashboards

Assistant

Financial answers

Merchants

Merchant performance

Vault

Document storage

Less spreadsheet chaos. More deals closed.

Reduce manual follow-up, automate intake and tracking, and spend your time on underwriting and collections instead of chasing docs.

Chasing payments and exceptions

1 hour per week

Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.

Reconciling by hand

2 hours per week

Matching bank deposits to payment schedules, hunting for discrepancies row by row.

Keeping docs and filings current

2–3 hours per week

Contracts, UCC filings, and amendments scattered across email, drives, and shared folders.

Pulling numbers for a call

1 hour per week

Pulling data together and explaining what changed and why.

Keeping docs and filings current

2–3 hours per week

Contracts, UCC filings, and amendments scattered across email, drives, and shared folders.

As things add upWhat changes

What disappears over timeGet your time back

Manual financial work caused by disconnected tools.Abacus handles the financial busywork so you can focus on running the business.

4–6 hours

As things add up

What disappears over time

Manual financial work caused by disconnected tools.

4–6 hours

Always audit-ready, without extra work

Merchant contracts, UCC filings, and deal documents stay organized automatically so your portfolio is always compliance-ready.

Settlement data from 25,000+ banksSettlement data from 25,000+ banks is matched and reconciled to deals automatically

Merchant docs pulled from emailMerchant documents and settlement reports are pulled from email and matched to deals

Clean records across all connected accounts

UCC filings tracked per dealUCC filings and compliance status tracked per deal

Ready to export to your accounting systemExport-ready for your accounting system

Learn more about pre-accounting

Works with the tools you already use

Connect your banks, email, and payments in minutes.

Pricing that matches how you run your business

Start simple, upgrade when your workflow gets more complex.

Starter

For solo operators getting started with portfolio management

$499/month

•Portfolio dashboard and analytics

•Deal and merchant management

•Transaction tracking with categorization

•Up to 50 merchants

•Up to 25 active deals

•Up to 2 bank connections

•Up to 2 team members

•10GB document storage

•10 AI conversations/month

•CSV exports

•Email support

Get started

Best for getting started

Pro

For growing funding operations managing multiple portfolios

$899/month

•Everything in Starter, plus:

•Up to 250 merchants

•Up to 150 active deals

•Up to 10 bank connections

•Up to 10 team members

•100GB document storage

•Collections module

•Syndication module

•Advanced analytics

•Full broker management

•50 AI conversations/month

•25 AI collections actions/month

•15 AI document extractions/month

•Real-time NSF and risk alerts

•Weekly email summaries

•Merchant portal

•CSV + PDF exports

•Priority email support

Get started

Best value for most businesses

Pro Plus

For scaling funding operations with unlimited access and advanced underwriting

$1,499/month

•Everything in Pro, plus:

•Unlimited merchants, deals, users, connections

•1TB document storage

•Underwriting module

•Unlimited AI (chat, collections, docs, underwriting)

•AI-powered risk triage

•Auto UCC filings

•Auto disclosures

•White-label merchant portal

•Custom branding

•API access

•All export formats

•Dedicated Slack support

Get started

Best for scaling operations

Launch Program

•White-glove data migration from your spreadsheet

•Dashboard setup and configuration

•Team training and onboarding

•30-day guided launch

Custom pricing

Learn more

Cancel anytime

Prices shown in USD. Local taxes may apply.