Transactions
All transactions together
All money moving in and out of your business, in one place.
Transactions
All transactions together
AI collects every payment across every account, categorizes it, and matches it to the right deal — your team stops hunting across spreadsheets.
All business transactions
Every payment in and out of your business is automatically collected from connected accounts and kept in a single list.
Transactions
| Date | Description | Amount | Category |
|---|---|---|---|
| Sep 10 | ABC Trucking LLC | $1,250.00 | Merchant Payment |
| Sep 10 | Bright Auto Body | -$980.00 | NSF/Chargeback |
| Sep 09 | Apex Logistics Inc | $875.00 | Merchant Payment |
| Sep 09 | Joe Martinez (Synd) | -$8,420.00 | Profit Distribution |
| Sep 08 | Sunset Diner Group | $450.00 | Merchant Payment |
| Sep 08 | Mike Klein (Broker) | -$3,200.00 | ISO Commission |
| Sep 07 | Elite Contracting | -$25,000.00 | Deal Funding |
| Sep 07 | Summit Construction | $1,890.00 | Merchant Payment |
| Sep 06 | Chen's Bakery | $320.00 | Merchant Payment |
| Sep 06 | West Coast Capital | $50,000.00 | Capital Contribution |
| Sep 05 | Highland Printing | $780.00 | Merchant Payment |
| Sep 05 | David Chang (Broker) | -$1,850.00 | ISO Commission |
| Sep 04 | Riverside Auto | -$620.00 | NSF/Chargeback |
| Sep 04 | Green Valley Farms | $540.00 | Merchant Payment |
| Sep 03 | Quick Loans USA | $4,250.00 | Payoff |
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.
Transactions
AI runs the workflow. Your team runs the business.
Underwriting, deal tracking, collections, reconciliation, compliance, and merchant servicing — automated by default, connected in one platform.
Deals
Pipeline & servicing
Merchants
Profiles & owners
Transactions
Reconciled to deals
Underwriting
Risk scoring
Syndication
Shares & ROI
Brokers
Commissions & payouts
Collections
AI outreach
Compliance
UCC & disclosures
ACH Payments
Same-day & next-day
Vault
Deal documents
Agent
Runs your portfolio
Analytics
Cohorts & forecasts
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.
Auto-reconciliation
6–8 hours per week
Powered by Plaid bank sync
Abacus watches your bank feed 24/7 and matches every ACH deposit, return, and NSF to the right deal automatically. No more Friday-night spreadsheet reconciliation.
Collections on autopilot
4–5 hours per week
Powered by AI voice + merchant portal
Automated reminders, AI voice calls, and a self-serve merchant portal mean fewer hours on the phone chasing payments.
Compliance & document ops
3–4 hours per week
Powered by UCC, Disclosures, and Vault
Generate disclosure letters, file UCCs, and store every merchant doc in one searchable vault. Compliance stops being a weekly project.
Underwriting intake
3–4 hours per week
Powered by Inbox AI + underwriting workspace
Abacus reads merchant emails, extracts stipulations, and pulls credit reports so your underwriter opens a clean file instead of building one.
Reporting & investor updates
2–3 hours per week
Powered by Syndication, Broker, and Analytics
Syndicator statements, broker commission payouts, and portfolio analytics export in one click. Weekly investor calls prep themselves.
Portfolio visibility
2–3 hours per week
Powered by Abacus Agent
Ask Abacus anything about your portfolio — "which deals are 2+ payments behind?" — instead of building another pivot table.
Compound time savings
What changes when Abacus runs your back office
Saved every week, every week
Ops time back per year, at a $50/hr admin rate
Admin hire — Abacus pays for itself at Pro
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 email and payments processor in minutes. Bank connections via Plaid ship with every plan.
As long as there's an API, we'll connect to it — any ACH processor, any bank. We'll make sure every one of your systems gets onboarded.
Pricing that matches how you run your business
Start with your spreadsheet, add the workflows you need, and upgrade when you need the full platform.
Connect
Turn your spreadsheet into a client-ready operating system.
30-day free trial · Then $500/month unless you cancel
Optional add-ons
Expand Connect without jumping straight to Pro.
Credit card required · Cancel anytime
Pro
Run and automate your operation.
Guided 6-month launch · Onboarding concierge