The AI-powered underwriting platform that turns bank statements into funder-ready reports in seconds. Detect revenue, flag MCAs, and submit deals your funders actually approve.
By the Numbers
Real results from brokers closing deals faster every day.
Platform Features
Powerful AI tools purpose-built for MCA brokers and underwriters.
Upload any bank statement and watch AI work its magic. Automatically detects revenue, categorizes every transaction, and flags hidden MCAs in seconds—no manual review required.
Generate professional underwriting reports with detailed cash flow breakdowns, risk scores, and MCA stacking analysis that funders trust and approve faster.
Send your merchant a secure link and get real-time transactions directly from their bank—in minutes, not days. Zero paperwork, zero chasing.
Our AI finds money others miss. Accurately calculates true monthly revenue, detects seasonal patterns, and uncovers revenue streams that increase deal value.
Invite your whole team. Shared deal pipelines, role-based access, and organization-wide analytics so everyone closes more deals together.
Sync deals, contacts, and underwriting data directly to HubSpot. Keep your CRM up to date automatically without double-entry.
Process
Three simple steps that turn hours of work into seconds of insight.
Upload your merchant's bank statements (any bank, any format) or send a secure Plaid link for live bank data—all in seconds.
Our AI analyzes every transaction, detects true daily revenue, identifies existing MCA payments, calculates cash flow, and scores the deal automatically.
Download a professional PDF underwriting report or share it directly. Submit to funders with confidence and close deals faster.
Use Cases
Whether you're a broker shopping deals or a lender reviewing submissions, CRMFinity AI works for you.
Security
Your clients' financial data is treated with the highest level of security and confidentiality.
All data in transit and at rest is encrypted with 256-bit SSL/TLS.
Uploaded statements are automatically purged after processing — your data doesn't linger.
Hosted on enterprise-grade servers with regular security audits and compliance checks.
No third-party access to your data. Your clients' information stays strictly between you and us.
Pricing
Start free. Scale as your deal flow grows. No hidden fees, cancel anytime.
Thousands of MCA brokers use CRMFinity AI to close faster and submit better deals. Start free today.
No credit card required · Free plan forever · Set up in under 2 minutes