Skip to content

15-Day Money-Back Guarantee · Rated 4.8 on G2 · 4.9 on Salesforce AppExchange

CS Broker

Statements in. Deal data out. Seconds, not hours.

IntelliParse reads what merchants send you — and writes the numbers your submissions and decisions run on.

Cloudsquare AI
Bank-statement analysisAI

True revenue

$182K

Deposits

128

NSFs

1

The problem

Somebody in your shop spends their day retyping PDFs. Monthly deposits into one field, NSFs into another, positions into a spreadsheet on the side. It's slow, it's error-prone, and it's the reason your "fast" shop submits in hours instead of minutes.

How it works

Built for the way you actually operate.

1

Bank statements, read completely

Monthly deposits, revenue, NSFs, negative balance days — extracted across statements, with gap-month warnings when a month is missing and field-level error handling when a document fights back.

2

Debt, categorized

Inflows and outflows classified into a debt summary; debt records are generated automatically, editable, flagged active or not, and linked back to the source documents they came from.

3

Applications, parsed to the record

Unstructured applications populate leads and opportunities directly — multiple file formats supported.

4

Positions, visible

Open position tracking auto-calculates positions and monthly MCA obligations from what the statements show.

Straight talk

Extraction is AI. The analysis you build on top of it — risk views, ratios, decisions — is yours, with every number sourced and editable. We badge the model, not the math.

Questions, answered.

Every value lands on the record with its source attached, so accuracy is verifiable file by file — and correctable in place when a scan is bad.

See it running on your deals.