Chasing payments and exceptions
1 hour per week
Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.
Assistant
Get clear answers
Ask anything. Get the answer that matters.
Assistant
Get clear answers
"How's merchant X doing?" "Which deals are behind?" Real questions, real answers — from your actual data.
Ask questions and generate reports
Ask questions about revenue, expenses, cash flow, customers, and changes over time, and generate reports, summaries, and breakdowns based on your actual business data.
Natural language questions
Financial summaries
Visual reports and charts
Forecasts and runway
PDF export
How's my cash flow looking?
Answers with full context
The assistant understands your transactions, invoices, customers, projects, and files so answers are specific to your business, not generic outputs.
Transactions context
Invoices context
Customers context
Projects context
Files and receipts context
Category Expenses
Category Breakdown
Marketing
SaaS
Payroll
$5,700
Total
Everything you need to run your MCA business
Underwriting, deal tracking, payments, collections, reconciliation, and merchant servicing — all connected in one system.
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.
Reconciling by hand
2 hours per week
Matching bank deposits to payment schedules, hunting for discrepancies row by row.
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.
Always audit-ready, without extra work
Merchant contracts, UCC filings, and deal documents stay organized automatically so your portfolio is always compliance-ready.
Built alongside our users
For founders and small teams who run their business every week, every feature earns its place in the workflow.
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
Most popular
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
Cancel anytime
Prices shown in USD. Local taxes may apply.