TrueSight
Match every fundable deal to the right funders.
Automatically review MCA submissions against funder criteria, underwriting rules, eligibility checks, and risk thresholds so brokers know which files can move forward and where they are most likely to fund.
Deal review
See funder fit before you submit.
TrueSight turns each submission into a decision-ready deal view, showing the application details, parsed bank statement data, underwriting signals, and funder matching results your team needs before sending a file out.
- Funder fit.
- See which funders match the deal based on criteria, risk signals, and submission data before your team decides where to send it.
- Underwriting signals.
- Review key deal indicators from applications and bank statements so fundable files can move forward with more confidence.
- Deal context.
- Keep applications, statements, matching results, and submission details together in one view so every file is easier to review.
Features
Underwriting and matching built to move deals faster.
TrueSight helps your team review submissions, understand funder fit, and route fundable MCA deals with less manual judgment and fewer missed opportunities.
Deals
Know what can fund
Review each MCA file with structured application data, parsed statement insights, and underwriting signals so your team can quickly identify fundable opportunities.
Matching
Match files to the right funders
Compare every submission against funder criteria so brokers can stop guessing where a deal fits and focus on the funders most likely to approve it.
Submissions
Submit matched deals faster
Send qualified files to matched funders with applications, bank statements, and supporting documents organized for cleaner review and faster follow-up.
Products
More tools to move fundable deals forward.
Explore products that help your team capture applications, parse statements, submit deals, manage teams, track activity, analyze performance, export data, and connect underwriting and funder matching to the rest of your MCA workflow.
- 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.
- Custom integrations
Connect your existing systems, workflows, and data sources with tailored integrations built around how your team operates.