Enterprise
Run high-volume MCA operations with control.
Automate applications, bank statement parsing, underwriting, and funder matching while keeping teams, workflows, and integrations aligned across the organization.
Integrations
Connect automation to your existing systems.
Enterprise teams need software that fits into the workflow they already use. Connect deal intake, CRM data, documents, underwriting results, and funder matching through APIs, webhooks, and tailored integrations.
- API access.
- Create deals, attach documents, trigger processing, and pull matching results from your internal tools or CRM.
- Webhooks.
- Push real-time events into your enterprise systems when deals are created, documents are processed, funder matches are updated, or submissions move forward.
- Custom integrations.
- Work with our team to build custom solutions that connect your workflows, data sources, internal systems, and third-party tools.
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)
}
CRM integrations
Connect your CRM to your MCA workflow.
Bring deal intake, merchant data, documents, and workflow updates closer to your CRM. Connect platforms like Zoho CRM, Salesforce, HubSpot, Pipedrive, GoHighLevel, and SAP so enterprise teams can keep submissions moving without duplicating work across systems.
Broker dashboard
Control every deal from one workspace.
Give enterprise teams one place to manage applications, bank statements, underwriting results, funder matches, submissions, and team activity. The broker dashboard keeps high-volume workflows organized so every file is easier to track from intake to funding.
- Deal visibility.
- See where each submission stands, what still needs review, and which files are ready to move forward.
- Team activity.
- Track users, roles, assignments, and deal progress across sales, underwriting, and leadership teams.
- Funder submissions.
- Send matched deals to selected funders directly from the dashboard and keep every submission tied to the right deal record.
Teams
Coordinate enterprise teams in one workflow.
Give sales, underwriting, and leadership shared visibility across high-volume deal flow. Manage access, track activity, standardize review, and keep every team working from the same source of truth.
- Sales teams.
- Give brokers the tools to create, review, and submit deals faster while keeping activity visible across the organization.
- Underwriting teams.
- Review applications, bank statements, and funder fit with more consistency so fewer files depend on manual judgment alone.
- Leadership teams.
- Track deal flow, team performance, submission activity, and bottlenecks so enterprise growth stays controlled.
Products
Tools built for enterprise MCA teams.
Use the products you need to standardize submissions, parse statements, review deals, manage teams, match funders, and keep high-volume workflows controlled across the organization.
- 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.
- 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.
- Custom integrations
Connect your existing systems, workflows, and data sources with tailored integrations built around how your team operates.