Insights

See what's changing

What changed this week. Why it matters.

Your portfolio, summarized. What's improving, what's slipping, and what needs your attention — delivered weekly.

Insights

See what's changing

Your portfolio, summarized. What's improving, what's slipping, and what needs your attention — delivered weekly.

Your business, at a glance

Key financial widgets give you a live view of revenue, cash, spending, and performance, all customizable to what matters most right now.

Customizable widgets

Revenue and cash

Spending breakdowns

Time filters

Multi-currency

Cash Runway

Your cash runway in months

13 months

View runway

Cash Flow

Net cash position · Fiscal year

+$47,283

View cash flow analysis

Account Balances

Combined balance from 2 accounts

$78,642

View account balances

Profit & Loss

$43,156 · Fiscal year · Net

See detailed analysis

Revenue Summary

Net revenue · Fiscal year

$124,789

View revenue trends

Outstanding Invoices

You currently have 2 unpaid and $4,237 in outstanding invoices

View all invoices

Weekly financial updates

Get automatic weekly summaries based on your widgets, showing how revenue, spending, cash, and key metrics changed since the last period.

Weekly summaries

Revenue and spending changes

Cash overview

Email delivery

Voice summaries

Show me weekly summary

What changed and why

Important movements across widgets and categories are highlighted and explained so you understand what's driving change without digging through data.

Change highlights

Category movements

Context explanations

Period comparisons

Monthly Burn Rate

Current

Average

Understand your week, hands-free

Your weekly summary is also available as a short audio overview you can listen to instead of reading.

0:00/0:00

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.