Inbox

Documents handled

Documents arrive. They file themselves.

Settlement files, bank statements, merchant docs — pulled in and matched to the right deal. No sorting. No filing.

Inbox

Documents handled

Settlement files, bank statements, merchant docs — pulled in and matched to the right deal. No sorting. No filing.

Receipts and invoices collected

Upload receipts and invoices manually, connect existing folders, or pull them in from connected email accounts.

Personal abacus inbox email

Manual uploads

Bulk uploads

OCR scanning

Gmail

Outlook

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

Matched to transactions

Documents are matched to the right transactions and surfaced when something is missing so reconciliation stays simple.

Suggested matches

Missing receipt detection

One-click approval

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

Built alongside our users

For founders and small teams who run their business every week, every feature earns its place in the workflow.

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.