Chasing payments and exceptions
1 hour per week
Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.
Merchants
Know your merchants
Every merchant. The full picture.
Merchants
Know your merchants
Who's paying. Who's not. How much is outstanding. One page per merchant — everything you need to know.
Customer revenue and activity
See revenue, invoices, time, and activity per customer in one place, with automatically enriched company details and a shareable customer portal when needed.
Customer profiles
Revenue per customer
Customer portal
Invoice history
Time tracked
Supabase
General
Details
Statement
Customer context, built in
Automatically enriched company profiles give you instant context on customers, without manual research or switching tools.
Company profiles
Industry and size
Location and local time
Funding and ownership
Web and social presence
Supabase
General
Company Profile
Details
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.