Finally! A CRM with free bank statement parsing
Stop waiting months for custom build-outs. Sign up, start parsing, and fund deals today with zero setup delays.
Core capabilities
- Free bank statement parsing: instantly parse statements and see revenue, positions, and daily balances.
- Deal pipeline: track every MCA application from new lead through approval, contracts, and funding.
- Generate contracts: create and e-sign funding contracts in minutes.
- Funding platform: full post-funding servicing with schedules, payments, and syndications.
- Auto SOS verification: real-time Secretary of State business standing lookups.
- Auto court lookup: automated search for state and federal court records.
- Auto EIN verification: instant TIN matching against IRS records.
- Background checks: automated business and owner screening.
- Email from the CRM: communicate with merchants and brokers directly inside the pipeline.
Frequently asked questions
- What is Simple MCA? A CRM for merchant cash advance funders covering the full deal lifecycle: application intake, bank statement parsing, underwriting checks, offers and contracts, and post-funding servicing.
- Is the bank statement parsing really free? Yes: parsing is built in at no extra charge, with no per-statement fees.
- Can it detect existing MCA positions? Yes: funder debits are recognized and grouped into positions with estimated payment frequency and monthly load.
- What underwriting checks are automated? Secretary of State standing, state and federal court records, EIN/TIN verification, and background checks.
- Are contracts automated? Yes: contracts auto-generate with state disclosures and send for e-signature in one click.
- Can it auto-decline deals? Yes: configurable rules decline non-qualifying applications automatically, with decline emails.
- Does it report on accounts receivable? Yes: the AR Report ranks a merchant's depositors and detects real contact info (phone, email, AP contact) for outreach.
- How fast can I get started? Same day: no setup fees, no onboarding project.
- How do I get access? Simple MCA is invite-based: leave your email on the homepage and the team will set up your workspace.