The MCA CRM Built for Closers

AI-powered deal management, funder matching, and pipeline automation for MCA brokers.

12-stage pipeline. Funder matching. Statement analysis. All in one place.

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FUNDesk Bot
you
analyze bank statements for Metro Dental
FUNDesk Bot
Running statement analysis...
Metro Dental - 3 months analyzed:
Avg monthly deposits: $72,400
Avg daily balance: $14,200
NSF count: 1 | Negative days: 0
Paper grade: A
Qualifies for 5 funders. Want me to match?

Built for MCA Brokers

12-Stage Deal Pipeline

From new lead to commission paid. Kanban board, stage tracking, and automated alerts when deals get stuck.

Funder Matching Engine

Input merchant criteria, get ranked funder matches instantly. Credit score, revenue, positions, and paper grade, all scored.

AI Bot Integration

Connect your bot in 2 minutes. Manage merchants, deals, and funders from Telegram, WhatsApp, or any channel.

Communication Hub

SMS, phone dialer, and Gmail channels built in. Text merchants, make calls, and send emails without leaving the CRM.

Statement Analyzer

AI-powered bank statement underwriting. Upload any statement from any bank and get professional MCA analysis with zero errors.

Commission Tracking

Every dollar accounted for. Factor rates, points, holdbacks, and your cut calculated automatically on every funded deal.

AI Inside the CRM

FUNDesk AI
Match funders for Acme Trucking
Found 4 eligible funders for Acme Trucking ($85k/mo, B paper). Rapid Capital (score 100), Velocity Fund (score 83), and 2 more. Want me to create submissions?
Ask about your pipeline...

Stop losing deals to spreadsheets. Start closing.

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