Custom integrations
Connect MCA automation to your CRM and workflow.
Use APIs, webhooks, and custom-built integrations to connect your CRM, deal intake, bank statements, underwriting results, funder matching, and submission data to the systems your team already uses.
CRM integrations
Connect MCA automation to the CRM your team already uses.
Keep merchant data, deal intake, documents, workflow updates, and submission activity connected to your CRM. Integrate with platforms like Zoho CRM, SAP, Salesforce, Pipedrive, HubSpot, and GoHighLevel so your team can reduce duplicate entry and keep MCA files moving through one connected workflow.
Integrations
Build MCA automation around your workflow.
Connect deal intake, CRM data, documents, underwriting results, funder matching, and submission activity to the systems your team already uses with APIs, webhooks, and custom integration work.
- API access.
- Create deals, attach documents, trigger processing, and pull matching results from your CRM, internal tools, or custom software.
- Webhooks.
- Send real-time workflow events when deals are created, documents are processed, funder matches are updated, or submissions move forward.
- Custom integrations.
- Work with our team to connect workflows, data sources, internal systems, third-party tools, and custom processes around your MCA operation.
import { B2 } from '@b2systems/api'
type CRMLead = {
company: string
email: string
statementFiles: string[]
}
const b2 = new B2({
apiKey: process.env.B2_API_KEY!,
})
export async function createDealFromCRM(lead: CRMLead) {
const deal = await b2.deals.create({
businessName: lead.company,
ownerEmail: lead.email,
bankStatements: lead.statementFiles,
})
return b2.deals.matchFunders(deal.id)
}
Products
More tools to connect and automate your MCA workflow.
Explore products that help your team capture deal data, parse documents, review submissions, match funders, submit files, track activity, manage teams, and connect MCA automation to the systems you already use.
- TrueSight
Review applications, bank statements, and deal data against funder criteria so you can understand which files are most likely to fund.
- InFlow
Parse bank statements into structured cash-flow data in seconds, reducing manual review and giving your team cleaner numbers to work with.
- Broker dashboard
Manage applications, statements, deals, matching results, submissions, and team activity from one central workspace.
- Funder dashboard
Manage funder criteria, ISO relationships, submission preferences, and the underwriting logic used to match deals.
- Team management
Create organizations, invite team members, assign roles, and control who can access each part of the dashboard.
- Funder submissions
Submit matched deals directly to selected funders with the application and bank statements attached, then keep the workflow traceable.
- Deal analytics
Understand deal performance, funder fit, submission activity, and workflow bottlenecks with clearer operational insights.
- Tracking
Track users, submissions, deal status, funder activity, and workflow progress so nothing gets lost between intake and funding.
- Data exports
Export parsed data, deal information, and workflow outputs so your team can send clean data wherever it needs to go.