Integrations

Built-in e-signature - prepare documents, place signer fields, send, and collect legally-binding signatures with an audit trail. No third party required.

Send and collect signatures via DocuSign envelopes.

E-signature via Dropbox Sign (HelloSign).

Document automation + e-signature.

E-signature via Adobe Acrobat Sign.

E-signature and document workflows.

Connect merchant bank accounts for balances and transactions.

Bank-statement OCR + cash-flow analytics for underwriting.

Automated bank-statement parsing and risk features.

Instant bank-account verification and cash-flow analysis for underwriting.

Bank-statement parsing and fraud detection (PDF Insights).

Bank data and cash-flow verification.

Bank aggregation and financial data enrichment.

Card and ACH payments + payouts.

ACH transfers and bank-to-bank money movement.

ACH origination for daily/weekly remittance.

ACH origination and daily/weekly remittance - a standard processor for MCA payback collection.

Processor-agnostic ACH: generate the daily NACHA debit batch to upload to your ODFI/processor, and ingest return files. Works with Actum, ACHWorks, or any bank portal.

ACH and card processing with bank verification.

Payment gateway for card and eCheck (ACH) transactions.

Payment gateway for card and ACH with vaulting.

ACH and card payments built for lenders and finance.

Bank debit (ACH/Direct Debit) collection.

Sync funded deals, fees, and payments to QuickBooks Online.

Sync ledgers and payments to Xero.

Sync funded deals and payments to NetSuite.

Sync ledgers and payments to Sage.

Sync merchants/leads as contacts and companies.

Bi-directional sync of accounts and opportunities.

Push contacts to audiences for drip campaigns.

Sync deals and contacts to Pipedrive.

Sync merchants/leads to Zoho CRM.

Contacts and marketing automation.

Send SMS notifications and reminders from automations.

Post deal/pipeline events to Slack channels.

Transactional and bulk email delivery.

Transactional email with high deliverability.

Post deal/pipeline events to Teams channels.

Archive generated documents and statements to Drive.

Store documents in your own S3 bucket.

Archive documents to Dropbox.

Store documents in Box.

Archive documents to OneDrive or SharePoint.

Business verification (KYB) and identity checks.

MCA industry default/stacking database - existing advances and reported defaults by FEIN.

OFAC / sanctions / watchlist screening via the OpenSanctions match API - makes the funding-gate screening real.

Business and personal credit pulls (Intelliscore business report; owner soft pull where subscribed).

Identity, KYB and risk decisioning.

Public records, liens/judgments, and skip tracing.

Identity verification and document checks.

Identity verification and fraud scoring.

Business firmographic enrichment.

Refer defaulted advances to your collections attorney/agency on Simplicity Collect (Finvi). Pushes a signed referral with merchant, balance, and contacts; receives case status/recovery updates back. Auto-refer on default is configurable.

Refer defaulted advances to any collections attorney/agency by posting a signed referral to their intake endpoint; receive status updates back via signed webhook. Use when your firm isn't Simplicity.

Trigger 6,000+ apps from MCA Manager events via Zapier.

Visual automation scenarios via Make (Integromat).