Close Deals Faster with The #1 Merchant Cash Advance Software
From submission to settlement, handle every merchant cash advance with precision. Automate renewals, track repayments, and reduce risk while funding merchants faster than ever.
- Rated 5.0 on Salesforce AppExchange
- Rated 4.8 on G2
- Inc. 5000
Rated 5.0 on Salesforce AppExchange
Rated 4.8 on G2
Trusted by 200+ brokers and lenders leading the industry on speed and AI
The biggest positive has been the speed of our operational processes and deal flow. Cloudsquare allows us to play in this fast-moving space.
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The Complete MCA Platform for Fast, Flexible Funding
Manage the entire MCA cycle with clarity and control. Monitor deal flow in real time, keep underwriting precise, and process credit card repayments effortlessly. Cloudsquare ensures your funding stays fast, compliant, and profitable.
Origination
Move applications from intake to approval with automated workflows, instant verifications, and faster credit decisions.
Brokering
Lender integrations with intelligent matching help you submit faster, get more approvals, and close deals at record speed.
Sales
Convert more leads into fundings with smart automation, seamless workflows, and real-time engagement.
Servicing
Automate payments, track balances, and manage collections with a servicing engine that scales as fast as you do.
Equipment
Contracts, vendor fundings, payment scheduling, tax, invoicing, automated and seamless at every step.
Syndication
Lose the spreadsheets. Automate participation, payouts, and track investor returns effortlessly.
Your Tools. Our Integrations. One Smart Platform.
Your lending platform should talk to every system you use. Our prebuilt integrations make that happen.
Faster Deal Flow Starts with AI-Enabled MCA Origination
Cloudsquare’s merchant cash advance software includes an AI-powered Origination Module that helps your team accelerate application processing from intake to approval, without the manual delays. Automate checklists, streamline underwriting, and eliminate bottlenecks with workflows designed for speed, accuracy, and compliance. Whether you’re reviewing deals or submitting them, you’ll move faster and operate smarter with automation at the core.
Extract borrower data instantly with AI-powered application parsing
No more sorting through emails or retyping borrower data. Application Capture AI extracts, organizes, and imports applications instantly, so you can process more deals faster.
Business
Riverside LLC
Revenue / mo
$182,400
Time in biz
6.5 yrs
Requested
$150,000
Owner
J. Alvarez
Docs
14 / 14
AI does the heavy lifting on bank statements, so you can approve without delays
More deals shouldn't mean hiring more staff. Cash Flow Intelligence automates bank statement analysis, reducing payroll costs, eliminating human error, and helping you approve deals faster.
Deposits / mo
128
Avg daily balance
$41,900
Months read
6 / 6
Six months read from the statements, with every figure linked to its source line.
Automated Decisioning That Speeds Up MCA Approvals
Salesforce powered automation handles application screening from submission to pre approval. Instantly pull credit, analyze bank data, and run background checks to score or decline deals without manual processing delays.
Smarter Brokering Built for High-Volume MCA Deals
Cloudsquare’s merchant cash advance platform streamlines every step of the brokering process. Match merchants with the right funding partners, submit deals instantly through API integrations, and monitor lender relationships, deal progress, and commissions in one connected workspace to close more deals with less effort.
Match clients to the right lenders, instantly, with every deal logged
Stop manually searching for the right lender. Intelligent lender matching instantly pairs clients with funding sources that fit their needs, so you fund more deals in less time. The panel is your own, ordered by what each lender has actually funded for you.
8 lenders submitted · 52 seconds
Seamless Lender Integrations for Faster MCA Funding
Submit deals instantly through API connections and get lender decisions synced directly into your CRM. With every approval, update, and status in one place, you can move from submission to funding faster while expanding your connected lender network each month.
Offers, declines and stips land on the deal, not in an inbox.
Maximize repeat business with a renewal pipeline
Brokers who track renewals win more repeat business. Automatically monitor paid-in percentages, trigger follow-ups at the right time, and engage clients before they start shopping elsewhere. Secure more renewals without adding extra work.
Balance-aware ACH · auto-pauses on return (never auto-retries).
Sales Management Designed for the MCA Growth Journey
Gain complete control over your MCA sales pipeline. Track every lead, monitor deal stages, and automate follow-ups in one connected platform. From the first contact to funded deals, your team can sell smarter and scale faster without the manual effort.
Seamlessly connect your loan application for faster approvals
No need to switch systems. Easily integrate your preferred online application with our platform. Automate data flow, eliminate manual entry, and ensure borrower information moves instantly into your pipeline, reducing delays and accelerating approvals.
Whichever form you already use, posting straight onto the deal.
Close deals faster with seamless digital signatures
Speed up signings with any Salesforce e-signature integration. Connect your preferred solution to send, track, and complete agreements digitally, eliminating paperwork delays and making it easier for borrowers to sign faster.
Connect with prospects anywhere, anytime, all in one place
Stop switching between tools to track conversations. Call, email, and text prospects directly from the platform, with every interaction logged automatically. Ensure seamless communication, faster responses, and a better borrower experience.
Every call, email and text on the deal, not in someone's inbox.
Smarter Servicing for Every Merchant Advance
Simplify post-funding operations with automated payment tracking and collections. Schedule recurring payments, manage ACH processing, and monitor performance with real-time analytics. With automation managing the back office, your team can focus on growth instead of manual follow-ups or compliance concerns.
Secure and Automated ACH Payment Processing for Merchant Cash Advances
Connect with trusted ACH providers to manage payments automatically. Keep every transaction secure and compliant while reducing manual effort through full automation.
Payment
$4,180
Frequency
Monthly
Processor
ACHWorks
Banking-day calendar · paused on return, never auto-retried.
See it all. Track debits, credits, and running balances with precision
No more guessing how balances are calculated. Get full transparency into agreement history with a ledger that tracks every payment, adjustment, and settlement.
Period
Aug 2026
Entries
1,842
Unposted
0
Less chaos. More clarity. Total control over collections.
Give your team the structure they need. Centralized cases, dashboards, queues, reply tracking, borrower visibility, and auto-escalation, built to scale without the mess.
The platform tells the team what needs to happen next.
Connected Systems for a Smarter MCA Workflow
Cloudsquare’s MCA software brings all your tools together in one connected platform. Sync data from credit bureaus, banks, ACH processors, and e-signature tools with built-in Salesforce integrations and flexible APIs. Reduce friction, save time, and keep every deal moving from start to finish.
Access Thousands of Ready-to-Use Integrations with Salesforce AppExchange
The Salesforce AppExchange offers over seven thousand prebuilt tools and integrations to extend your MCA platform. As your business evolves, these plug-and-play solutions make it easy to scale and adapt your operations in any direction.
Install type
Managed package
Setup Audit Trail
180 days
Protect profits by screening out high-risk applicants instantly
Tap into the industry’s go-to risk database. Built-in DataMerch access lets you screen bad actors and submit your own notes to protect the industry.
Checked against the shared database before funding, with your own notes contributed back.
Live transaction data that keeps your underwriting ahead of the game
Eliminate delays in financial verification. Access live bank data instantly, automate cash flow analysis, and move deals forward with confidence and speed.
Balance
$38,410
Refreshed
4 min ago
Provider
Plaid
The Leader in MCA Software
Industry leaders trust Cloudsquare to keep the money moving.
“Great people to work with in regards to customer service and getting things done. The product has elevated our business to be able to process deals and save us hours of processing time every single day. Highly recommend Cloudsquare.”
Discover the most robust end-to-end merchant cash advance software
Origination
Eliminate bottlenecks with AI-driven workflows that move applications seamlessly from intake to approval.
Brokering
Lender APIs with intelligent matching let you submit clients to the best programs and close at record speed.
Sales
Turn leads into fundings faster with smart automation, seamless workflows, and dynamic engagement.
Servicing
Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Integrations
Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Built on Salesforce. Turbocharged for lending.
You run on the platform the world’s largest companies trust, with a lending system built natively on top of it for how brokers and lenders actually work.
Secure, always on
Every control documented, every hour of uptime public. Your bank partners and auditors get evidence, not assurances.
Clicks, not code
Your credit box can change on a Tuesday. Reshape stips, approvals, and entire workflows without waiting on a release.
Fortune 500 standard
The number-one CRM, and the stack your bank and your capital partners already run on. Nobody has to be convinced the foundation is sound.
AppExchange
Thousands of security-reviewed apps, already integrated. E-sign, telephony, and analytics get installed, not roadmapped.
Your Merchant Cash Advance Funding Software. Our Experts. One Seamless Launch.
Frequently asked questions
Merchant cash advance software is built specifically for advances that are repaid through a percentage of sales, unlike traditional loans. It includes features such as daily remittance tracking, flexible repayment terms, and automated cash flow monitoring.