What is SmartMCA?

SmartMCA is an all-in-one solution for managing your merchant cash advance operations.

Designed to streamline your business processes, Smart MCA offers a comprehensive suite of tools for Risk Analysis, Deal Flow Management, Tracking, Reporting, and Customer Relationship Management (CRM). Whether you're assessing potential risks, managing cash advance deals, tracking progress, generating detailed reports, or nurturing customer relationships, Smart MCA provides the robust functionality and insights you need to manage everything in your business.

Note: Click to enlarge a screenshot to it's original size:

We have included screenshots whenever we thought it might be necessary. At times, the screenshot may be of the entire original screen. When inserted into the guide, it will therefore looked cramped. If any screen is unreadable as is, you can always click to enlarge it to it's original size.

Explore SmartMCA

Debit Scheduler with ACH Integration

Save time and effort by creating flexible payment schedules directly within the platform. SmartMCA features a built-in collection scheduler for setting up recurring debits, complete with a calendar for real-time tracking. Add rules and special cases like double debits for holidays or other missed days.

Bank Integration with Transaction Tracking

SmartMCA integrates seamlessly with Plaid, providing access to nearly 10,000 banks and financial institutions. Whether you're an admin monitoring accounts, an underwriter validating a merchant's revenue, or an accountant compiling financial data, tracking payments and transactions is effortless. SmartMCA leverages machine learning and AI for automated payment tagging and alerts.

Automated Document Generation

Eliminate the time-consuming task of manually creating contracts, COJs, payoff letters, and other documents. SmartMCA uses data collected during the application process and deal tracking to automatically generate these documents, reducing the risk of human error.

Advanced Underwriting Module

Customize application workflows based on your business processes to ensure the right information is collected and shared with the appropriate stakeholders. The advanced underwriting module equips you with all the necessary tools to analyze new or past merchants, facilitating optimal funding decisions.

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Last updated 10 months ago

Designed to streamline your business processes, Smart MCA offers a comprehensive suite of tools for Risk Analysis, Deal Flow Management, Tracking, Reporting, and Customer Relationship Management (CRM). Whether you're assessing potential risks, managing cash advance deals, tracking progress, generating detailed reports, or nurturing customer relationships, Smart MCA provides the robust functionality and insights you need to manage everything in your business.

Note: Click to enlarge a screenshot to it's original size:

We have included screenshots whenever we thought it might be necessary. At times, the screenshot may be of the entire original screen. When inserted into the guide, it will therefore looked cramped. If any screen is unreadable as is, you can always click to enlarge it to it's original size.

Explore SmartMCA

Debit Scheduler with ACH Integration

Save time and effort by creating flexible payment schedules directly within the platform. SmartMCA features a built-in collection scheduler for setting up recurring debits, complete with a calendar for real-time tracking. Add rules and special cases like double debits for holidays or other missed days.

Bank Integration with Transaction Tracking

SmartMCA integrates seamlessly with Plaid, providing access to nearly 10,000 banks and financial institutions. Whether you're an admin monitoring accounts, an underwriter validating a merchant's revenue, or an accountant compiling financial data, tracking payments and transactions is effortless. SmartMCA leverages machine learning and AI for automated payment tagging and alerts.

Automated Document Generation

Eliminate the time-consuming task of manually creating contracts, COJs, payoff letters, and other documents. SmartMCA uses data collected during the application process and deal tracking to automatically generate these documents, reducing the risk of human error.

Advanced Underwriting Module

Customize application workflows based on your business processes to ensure the right information is collected and shared with the appropriate stakeholders. The advanced underwriting module equips you with all the necessary tools to analyze new or past merchants, facilitating optimal funding decisions.

Get Started

SmartMCA introduction.

Deals

Manage all deals.

Applications

Manage Applications.

Transactions

Manage deal payments.

Merchants

Manage merchant data.

Reports

Create and export reports.