The AI-powered platform built for equipment finance.
From commercial fleets to heavy machinery, the #1-rated AI lending platform automates your entire deal lifecycle. Streamline application intake, accelerate risk assessment, and service complex leases without ever leaving your CRM.
Rated 5.0 on Salesforce AppExchange
Rated 4.8 on G2
Inc. 5000
One platform
from application
to final payment.
A vendor, a rep or your website starts the deal, and it never leaves the platform. Contract prep generates the documents, pricing adjusts on the fly, and offers, funding and collections all land on the same deal.
Powering the Full Deal Lifecycle
Turn 30 Minutes of Manual Review into 3 Minutes.
Accelerate your underwriting pipeline. Cloudsquare instantly extracts and parses credit applications, vendor invoices, and financial statements. Automate the verification of asset details and business cash flow, so your underwriters can issue approvals while competitors are still doing data entry.
The Right Deal to the
Right Funder, Instantly.
For brokers juggling diverse asset classes, prebuilt lender integrations make all the difference. Our smart routing automatically matches specific equipment types to your network's exact credit boxes. Pull back more offers with a single click, completely eliminating the need to log into a dozen different funder portals.
Put the Entire Equipment Finance Lifecycle on Autopilot.
Equipment deals don't end at funding. Cloudsquare's advanced servicing engine automatically handles the complex, long-term administration of your portfolio. Track live balances, automate balance-aware ACH schedules, and seamlessly manage end-of-term buyouts, upgrades, or automated collections for missed payments.
Bulletproof Fraud Mitigation for High-Ticket Assets.
Protect your capital with built-in due diligence. We've integrated Plaid and Thomson Reuters CLEAR to automatically handle KYC, KYB, and Anti-Money Laundering (AML) verifications right inside your workflow. Ensure every deal is fully compliant before a single dollar goes out the door.
Enterprise-Grade Infrastructure You Can Actually Customize.
Built 100% natively on Salesforce, Cloudsquare securely syncs your collateral tracking, contracts, and customer data. Scale your volume with an audit-defensible foundation, and easily customize your workflows as your portfolio expands, without paying for expensive custom development.
Streamlined Vendor Management
Manage your entire equipment vendor network in one place. Track dealer performance, verify standing agreements, and securely store wire instructions to ensure you are only funding trusted, vetted partners.
Frictionless Stip Collection
Stop chasing trailing documents via email. Automatically generate stip lists based on credit tiers and let borrowers or brokers upload driver's licenses, equipment invoices, and insurance certificates directly into a secure portal.
One-Click Funding & Disbursal
Clear the deal and queue the wire. Manage complex split fundings, automatically generate funding packages, and trigger same-day vendor wires or borrower ACH deposits right from the deal record.
Built for Scale. Trusted by 200+ Brokers and Lenders.
"The platform's flexibility and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it."