Statement Analyzer
Review extracted balances, deposits, NSFs, recurring debits, and flags against the source statements.
For business finance brokers
Your next deal needs you.
The paperwork doesn’t.
Collect documents, review deals, compare your own lenders, and prepare submissions in one workspace built around your brokerage.
Your relationships. Your brand. You approve what goes out.
Your deal deskFictional sample
Equipment financing
Example Fleet Services
Replacement truck · $120,000 requested
- Application received
- Requested documents collected
- Statement findings ready for review
- Lender criteria available to compare
FunderBuddy
The file is together. Review your findings, choose a lender, and approve the package when you’re ready.
Keep the file moving
Applications, documents, and deal history together.
Use your lender relationships
Compare against the criteria you maintain.
Stay in control
Review the file and approve each submission.
A deal desk that follows the deal.
Tap through this fictional example. No documents are uploaded and nothing is sent.
Example Fleet ServicesSample data
Collect the file
Keep the application and requested documents attached to the deal.
- Merchant applicationReceived
- Bank statementsReceived
- Equipment quoteReceived
The tools behind the deal
A serious deal desk. Built for brokers.
Stack Detector
See potential funding positions across analyzed deals, with confidence and broker confirmation status.
Merchant Pipeline
Keep opportunities, applications, documents, and deal stages connected.
Lender Rolodex
Organize your lender relationships and compare files against the criteria you maintain.
Website Templates
Give merchants a branded starting point for their funding application.
Compliance Resources
Keep dated state reference material and regulator links close to your workflow.
AI Deal Assistant
Talk through workspace questions, lender exclusions, stale deals, and renewal opportunities.
Lender Portal
Let lenders sign in to access available submissions assigned to their email and confirm receipt.
Features vary by plan. AI findings require broker review. Lender email links are single-use and expire after 48 hours; portal availability follows brokerage settings.
Lender sign-inPut your next deal in a better place.
Already a member? Your workspace is ready when you are.