Chasing payments and exceptions
1 hour per week
Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.
Vault
Everything in one place
Every contract. Every statement. Always findable.
Vault
Everything in one place
Contracts, bank statements, compliance docs — organized by deal and merchant. Search once, find it instantly.
Central file storage
Store contracts, receipts, invoices, and other documents in one place connected to your business.
Automatic OCR
Automatic tagging
Linked to transactions and invoices
Bulk uploads
Dropbox
Google DriveFiles
Receipt — Figma
Mar 12 • $24.00
Monthly subscription renewal for design collaboration tools used across all client projects.
receipt
design
Proposal — Redstone
Q2 • Draft
Project proposal for mobile app development including timeline, deliverables, and pricing breakdown.
proposal
client
Timesheet — Sprint 14
42h • Dev/Design
Weekly timesheet tracking development and design work across multiple client projects.
timesheet
hours
Contract — NDA
Signed • 2025
Non-disclosure agreement for confidential client project discussions and proprietary information.
contract
legal
Report — Q1 Expenses
Auto-generated
Automated expense report summarizing all business costs, categorized by type and project.
report
expenses
One search across your entire business
Find invoices, receipts, contracts, transactions, and documents instantly using a single search with no folders or manual organization.
Search transactions, invoices, files
Open and act instantly
Keyboard-first
Context-aware results
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.