Close Deals Faster with
The #1 MCA 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.

Powered by

CHAT WITH USSCHEDULE A DEMO
 

The Leader in MCA Software

Cloudsquare Delivers Excellence

We highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart.
Brian Weiss
VP of Technology

One of the Best Decisions We Made

Their hands-on approach, responsiveness, and commitment to delivering results have elevated our operational capabilities and positioned us for long-term success.
Gerbian King
Chief Executive Officer

Cloudsquare - #1 SMB Finance CRM

Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.
Zack Fiddle
President

A Game-Changer: Cloudsquare

Cloudsquare is not just software, it's a game-changer, a remarkable investment for any brokerage business seeking a powerful and effective solution. Highly recommended!
Bruno Santos
Co-Founder

Great Process from Start to Finish

Cloudsquare has been a game-changer for our alternative lending business. Its intuitive interface, automated workflows, and powerful pipeline management have streamlined our operations and increased our deal closure rate.
Frankie DiAntonio
Chief Executive Officer

Scaling as Fast as Possible

The platform's flexibility and and automation have allowed us to scale as fast as possible. The equipment finance industry needed a new solution, and this is it.
Tyler Stump
Chief Operating Officer

Great Experience

After months of building out Salesforce and running into walls when it came to development, we decided to shop for an alternative. Great customer support and a reasonable subscription cost.
Dov Kauderer
President

Very Helpful in Streamlining our Operation

The team has been very responsive to anything that may have come up during roll-out. I've used various MCA platforms over the years, and this one is my favorite.
Fred Granik
Managing Director

Essential in our Operations

Cloudsquare is intuitive, highly customizable, and has streamlined our operations. The seamless integration and the robust reporting features have saved us time and improved decision making.
Aloni Matzon
Managing Member

Everything We Needed and More

Not often do products deliver on all the promises they make. This out of the box solution has all the bells and whistles built in and allowed us to hit the ground running.
John Celifarco
Managing Partner

Cloudsquare is the Perfect Solution for the Working Capital Loan Broker

This is a great product that is plug and plug for the small business financing industry. I highly recommend taking a demo.
William Shaw
President

Best System for Alternative Lending!

Cloudsquare has been a game-changer for our alternative lending business. Its intuitive interface, automated workflows, and powerful pipeline management have streamlined our operations and increased our deal closure rate.
Maxwell Milford
Chief Operating Officer

Cloudsqaure is Awesome

Cloudsquare is a great package that makes this business a lot more seamless and automated. The team was amazing and very quick with helping me set up the whole thing.
Marc Hazan
Chief Executive Officer

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 repayments effortlessly. Cloudsquare ensures your funding stays fast, compliant, and profitable.

Trusted by industry leaders

Explore the Platform Behind the Leading Merchant Cash Advance Software

Origination

Move applications from intake to approval with automated workflows, instant verifications, and faster credit decisions.

EXPLORE ORIGINATION

Brokering

Lender integrations with intelligent matching help you submit faster, get more approvals, and close deals at record speed.

EXPLORE Brokering

Sales

Convert more leads into fundings with smart automation, seamless workflows, and real-time engagement.

EXPLORE Sales

Servicing

Automate payments, track balances, and manage collections with a servicing engine that scales as fast as you do.

EXPLORE Servicing

Equipment

Contracts, vendor fundings, payment scheduling, tax, invoicing - automated and seamless at every step.

EXPLORE Equipment

Syndication

Lose the spreadsheets. Automate participation, payouts, and track investor returns effortlessly.

EXPLORE Syndication

Your Tools. Our Integrations.
One Smart Platform.

Your lending platform should talk to every system you use. Our prebuilt integrations make that happen.

EXPLORE Integrations

Your lending operations, supercharged by the power of the world's #1 CRM, Salesforce.

explore the platform
Origination Overview

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 applications 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.

IntelliParse AI Application Parsing

Extract borrower data instantly with AI-powered application parsing

No more sorting through emails or retyping borrower data. IntelliParse AI-powered parsing extracts, organizes, and imports applications instantly, so you can process more deals faster.

IntelliParse AI Bank Statement Parsing

AI does the heavy lifting on bank statements, so you can approve without delays

More deals shouldn't mean hiring more staff. IntelliParse AI automates bank statement analysis, reducing payroll costs, eliminating human error, and helping you approve deals faster.

Decision Engine

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.
We highly recommend Cloudsquare to any organization looking for a reliable and responsive partner. Their commitment to excellence and customer care truly sets them apart.
Brian Weiss
VP of Technology

Ready to go deeper?
See what else Cloudsquare Origination can automate.

Welcome to the LOS for next-level lenders.
Explore OriginationSCHEDULE A DEMO
Brokering Overview

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.

Intelligent Lender Matching

Full Match clients to the right lenders, instantly into every deal with logged activity

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.

Lender Integrations

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.

Renewal Management

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.
Cloudsquare has been essential to CapFront’s growth and success for over 4 years. The app is the centerpiece of our operations and all of our processes are efficiently streamlined through it.
Zack Fiddle
President

Just a glimpse of what Cloudsquare Brokering can do.

The industry-leading broker platform.
Explore BrokeringSCHEDULE A DEMO
Sales Overview

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.

Online Application

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.

e-Signature

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.

Multi-Channel Communication

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.
Cloudsquare is not just software, it's a game-changer, a remarkable investment for any business seeking a powerful and effective solution. Highly recommended!
Bruno Santos
Co-Founder

Ready to go deeper?
See what else Cloudsquare MCA CRM can unlock.

The #1 CRM for modern lending sales teams.
Explore SalesSCHEDULE A DEMO
Servicing Overview

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 in real time. With automation managing the back office, your team can focus on growth instead of manual follow-ups or compliance concerns.

ACH Processing

Secure and Automated ACH Payments 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.

Transaction Ledger

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.

Collections

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.
Cloudsquare is intuitive, highly customizable, and has streamlined operations. The seamless integration and robust reporting features have saved us time and improved decision making.
Aloni Matzon
Managing Member

You’ve only seen the basics. Discover how Cloudsquare Servicing powers payment performance at scale.

Automated loan servicing made simple.
Explore ServicingSCHEDULE A DEMO
Integrations Overview

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.

Salesforce AppExchange

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.

DataMerch Database

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.

BankLink Plaid Account Monitoring

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.
All the features you would want to build are already built for you and work smoothly. Great customer support. Highly recommend.
Dov Kauderer
President

Ready to see Cloudsquare Integrations in action?

Connected systems. Faster workflows. Smarter lending.
SCHEDULE A DEMO

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.
Learn More

Brokering

Lender APIs with intelligent matching let you submit clients to the best programs and close at record speed.
Learn More

Sales

Turn leads into fundings faster with smart automation, seamless workflows, and dynamic engagement.
Learn More

Servicing

Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Learn More

Integrations

Run at peak efficiency with powerful payment scheduling, balance tracking and seamless collections.
Learn More
Powered by
Your lending operations, supercharged by the power of the world's #1 CRM, Salesforce.
Learn More

Your Merchant Cash Advance Funding Software. Our Experts.
One Seamless Launch.

Explore our proven process to launch your merchant cash advance system quickly with total confidence.

learn more

Scale faster with the #1 rated merchant cash advance software

Chat with usSCHEDULE A DEMO

Merchant Cash Advance FAQs

Click the arrow to get your FAQs answered.

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.

Yes. An MCA CRM lets brokers manage leads, track pipelines, and streamline underwriting and funding in one platform.

Unlike standard lending tools, MCA underwriting software looks at real-time merchant sales, bank statements, and cash flow data. This approach provides faster decisions and a clearer picture of repayment ability.

Yes. MCA funding software can handle broker-originated and lender-originated advances within the same platform. It manages funding disbursement, commissions, and repayment tracking seamlessly.

Yes. Broker software matches deals to the right lenders based on underwriting criteria, reducing manual effort.

It tracks repayment progress, automates renewal offers, and helps brokers and lenders retain clients efficiently.

Cash advance software monitors repayment progress and flags merchants who are eligible for renewal. It automates offers and reminders, helping brokers and lenders increase retention and repeat deals.

Success is measured through faster approvals, lower operational costs, and higher renewal rates. Lenders and brokers also track defaults, repayment performance, and overall merchant satisfaction.

The Cloudsquare Guarantee

Built with Confidence.
Backed by Commitment.

We stand behind the quality and reliability of the Cloudsquare platform.

15-Day Risk-Free Evaluation

Experience Cloudsquare. If it’s not the right fit, you’re protected.

100% Money-Back Guarantee

Cancel within 15 days for a full refund. No friction. No fine print.