Chasing payments and exceptions
1 hour per week
Checking which merchants paid, which bounced, and which need follow-up — across multiple tabs.
Transactions
All transactions together
All money moving in and out of your business, in one place.
Transactions
All transactions together
Every payment in and out of your business is automatically collected, categorized, and kept in one place so nothing gets lost across accounts.
All business transactions
Every payment in and out of your business is automatically collected from connected accounts and kept in a single list.
Automatic bank syncing
Unified transaction list
Manual transactions
CSV import
Filters and search
Transactions
| Date | Description | Amount | Category |
|---|---|---|---|
| Sep 10 | Office Supplies Co. | -45,20 kr | Office Supplies |
| Sep 10 | Cloud Services Inc. | -89,00 kr | Software |
| Sep 09 | Freelance Payment | +1 200,00 kr | Income |
| Sep 09 | Marketing Agency | -350,00 kr | Marketing |
| Sep 08 | Software Subscription | -24,00 kr | Software |
| Sep 08 | AWS | -1 820,50 kr | Infrastructure |
| Sep 07 | Stripe Payment | +2 450,00 kr | Income |
| Sep 07 | Figma | -225,88 kr | Office Supplies |
| Sep 06 | Webflow | -176,36 kr | Software |
| Sep 06 | GitHub | -44,00 kr | Software |
| Sep 05 | Notion | -120,00 kr | Software |
| Sep 05 | OpenAI | -89,50 kr | Software |
| Sep 04 | Vercel | -299,00 kr | Infrastructure |
| Sep 04 | Adobe | -649,00 kr | Software |
| Sep 03 | Client Invoice | +8 500,00 kr | Income |
Categorized and reconciled at scale
Transactions are automatically categorized and matched in bulk, so you can review, fix, and export everything in minutes instead of one by one.
Automatic categorization
Custom categories
Rules and patterns
VAT and tax rates
Expense tags
Bulk drag and drop receipts
Transactions
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.
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 with your spreadsheet, upgrade when you need the full platform.
Connect
Your spreadsheet, supercharged. Professional dashboard, branded portal, and AI insights.
$200/month
•Google Sheets sync (3x/day, auto)
•Portfolio dashboard and visualizations
•Deal and merchant tracking
•Transaction ledger from your payment sheet
•Branded merchant portal (your logo and colors)
•Payoff letters and document generation
•NSF detection and alerts
•Syndication tracking
•25 AI conversations/month
•Up to 5 team members
•Unlimited merchants and deals
Get started
Best for spreadsheet operators
Full platform
Pro
End-to-end MCA platform. Originate, underwrite, fund, collect, and syndicate.
Custom
•Everything in Connect, plus:
•Bank connections and ACH payments
•Deal origination and creation
•Full underwriting engine with AI scoring
•AI collections (voice and SMS)
•State-specific compliance and disclosures
•UCC filing management
•Broker portal and commission tracking
•Document vault with AI classification
•Email inbox connectors
•Advanced analytics
•Full AI Command Center (8 agents)
•White-label merchant portal
•Unlimited everything
Contact us
Best for active MCA operators
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. Billed monthly.