Northwind Funding
Active- Funding received
- $25,000.00 · Jun 9
- Frequency
- Daily
- Latest payment
- $389.00 · Aug 29
- Total paid · 58 payments
- $22,562.00
Built for MCA Brokers & Lenders
Easify Knows Your Merchant's Bank.
Down to the Penny.
Easify recognizes the exact bank and layout of every statement, then reads it with a parser built for that format — so your revenue, MCA stacking, and NSF counts reconcile to the penny, every time. Other tools guess. Easify knows the bank.
No credit card required · Free forever plan · Set up in under 2 minutes
Free $0 · 20 analyses/mo Pro $499/mo Enterprise $699/mo See pricing plans
Bluebird Bakery LLC
First Harbor Bank · Business Checking ••••4821 · Jun–Aug 2026 · 3 statements
- Balanced · 3 of 3 statements
- 2 active positions
- $1,180.00 unverified
Avg monthly true revenue
$48,240.20
Active positions
2
NSF
1
Negative days
3
True revenue by month
Positions by lender
| Lender | Latest payment | Status |
|---|---|---|
| Northwind Funding | $389.00 | Active |
| Copperline Capital | $1,250.00 | Active |
| Bluegate Advance | $975.00 | Aged |
Balanced to the statements' printed totals: deposits $175,745.60, ending balance $18,402.17.
What you get back
One upload. The numbers a funder will check.
Three months of statements become one analysis: true revenue by month, existing positions by lender, NSFs and negative days, balanced to the statement's own printed totals.
True revenue by month
Bluebird Bakery LLC · First Harbor Bank ••••4821 · latest month first
| Month | Deposits | Adjustments | True revenue | Avg daily balance | NSF | Negative days |
|---|---|---|---|---|---|---|
| Aug 2026 | $53,568.44 | $3,325.00 | $50,243.44 | $16,377.80 | 0 | 0 |
| Jul 2026 | $50,402.10 | $1,500.00 | $48,902.10incl. $1,180.00 unverified (2 deposits) | $9,904.12 | 1 | 3 |
| Jun 2026 | $71,775.06 | $26,200.00incl. $25,000.00 funding from Northwind Funding | $45,575.06 | $14,218.55 | 0 | 0 |
| Total | $175,745.60 | $31,025.00 | $144,720.60 | — | 1 | 3 |
| Monthly average | $58,581.87 | $10,341.67 | $48,240.20 | $13,500.16 | 0.3 | 1 |
Positions by lender
Example dataCopperline Capital
Active- Funding received
- None in these statements
- Frequency
- Weekly
- Latest payment
- $1,250.00 · Aug 26
- Total paid · 12 payments
- $15,000.00
Bluegate Advance
AgedNo debits in the last two statement months · last debit Jun 10
Process
From Upload to Funded Deal
Three simple steps that turn hours of statement review into seconds of insight.
Upload Statements
Drop in your merchant's bank statements — any bank, any format — or send a secure bank link for live data. Done in seconds.
Instant Recognition & Extraction
Our recognition engine identifies the bank format and extracts every transaction line by line, then calculates true revenue, cash flow, MCA stacking, NSFs, and average daily balance automatically.
Submit to Funders
Download a polished PDF underwriting report or share it directly. Submit to funders with numbers you can stand behind — and close faster.
Pricing
Simple, Transparent Pricing
Start free. Scale as your deal flow grows. No hidden fees, cancel anytime.
Free
$0/month
No credit card required
- 20 analyses per month
- 1 team member
- Basic reporting
- API access
Keep your 20 free analyses every month.
Start FreeMost Popular
Pro
$499/month
For growing broker shops
- 800 analyses per month
- $0.62 per analysis
- 10 team members
- API access
- Priority support
Most broker shops start here · Cancel anytime.
Start on ProEnterprise
$699/month
For high-volume operations
- 1,400 analyses per month
- $0.50 per analysis
- Unlimited team members
- Full API access
- Dedicated support
- Custom integrations
Built for volume · Cancel anytime.
Talk to SalesNew formats recognized automatically
Your Merchant's Bank Is Already Recognized
Hundreds of US banks and credit unions, coast to coast — digital or scanned, recognized and extracted line by line in seconds. Don't see your merchant's bank? New formats are fingerprinted and added continuously.
- Chase
- Wells Fargo
- PNC Bank
- Truist
- Bank of America
- Cadence Bank
- Citizens Bank
- Woodforest National Bank
- Capital One
- City National Bank
- South State Bank
- United Bank
- Coastal Credit Union
- SAFE Credit Union
- Regions Bank
- Fifth Third Bank
- U.S. Bank
- TD Bank
- M&T Bank
- KeyBank
- Huntington National Bank
- Navy Federal Credit Union
- USAA
- SoFi
- Frost Bank
- Comerica Bank
- Valley Bank
- Synovus Bank
- First Citizens Bank
- Zions Bank
- Heritage Bank
- Farmers & Merchants Bank
By the Numbers
Engineered for Speed. Trusted for Accuracy.
Real product performance, measured per statement.
100%
Reconciled to the Penny
credits, debits & ending balance
<3s
Average Recognition Time
per statement
99.8%
Extraction Accuracy
deterministic, not estimated
Hundreds
Banks & Credit Unions Recognized
digital or scanned, coast to coast
Why Our Engine Wins
Recognition, Not Guesswork
Most tools run one generic scan over every statement and hope for the best. Easify works the opposite way.
The Usual Approach
One generic pass, then a guess
Every statement goes through the same generic read, so columns get misaligned, amounts get rounded, and totals drift. The numbers look right but rarely tie back to the document — which is how a bad deal slips through.
The Easify Engine
Fingerprint the bank, then parse it exactly
Easify identifies the exact bank and statement layout first, then applies a parser purpose-built for that format. That's why our numbers reconcile to the penny — credits, debits, and ending balance all tie back to the statement, every time.
Platform Features
Everything You Need to Win More Deals
A purpose-built merchant cash advance software toolkit for MCA brokers and lenders — from statement analysis to lead generation and CRM sync.
Core Engine
Instant Statement Recognition
Upload any bank statement and our proprietary recognition engine identifies the format instantly across every major US bank — then extracts every transaction line by line. No templates, no manual data entry, no guesswork.
Exact Transaction Extraction
Every credit and debit pulled exactly — no hand-keying, no rounding, no missed pages. What's on the statement is what lands in your report, with nothing transcribed by hand.
MCA & Stacking Detection
Automatically surfaces existing merchant cash advance payments and identifies how many funders are already in the position — so you price deals right and avoid surprise stacks.
Risk Signals That Funders Want
True monthly revenue, average daily balance, NSF counts, and negative-day totals — every metric underwriters check, calculated and ready in one report.
Live Bank Data, No PDFs
Send your merchant a secure link and pull real-time transactions straight from their bank in minutes. Zero paperwork, zero chasing PDFs.
Funder-Ready PDF Reports
Generate clean, professional underwriting reports with full cash-flow breakdowns and stacking analysis — formatted exactly the way funders want to receive them.
Integrations & Workflow
Export Straight to QuickBooks
Convert any scanned or native statement into a QuickBooks Web Connect (.qbo) file in seconds. Imports into every QuickBooks Online edition except Self-Employed, and into QuickBooks Desktop via Web Connect on all currently supported versions.
Embeddable Lead-Generation Widgets
Drop a branded upload widget on your site or lender portal so merchants submit statements straight to you. It's one of the fastest merchant cash advance lead generation tools available — every submission lands in your queue, ready to underwrite.
Merchant Pipeline & CRM Sync
Track every merchant and submission in one place, then sync deals straight to HubSpot. A lightweight MCA lead management and CRM layer built for brokers — no spreadsheets, no double entry.
Chrome Extension for Any CRM
One extension that works wherever you already work — tag a statement PDF on any page and upload it in one click. Native-feel panels for Salesforce, Zoho, HighLevel, and LendSaaS, plus a universal launcher that drops into any other CRM or portal your team uses.
Statements Straight From Your Inbox
Connect your inbox once and every application email with a bank statement attached is picked up automatically — business name, owner name, and the statement itself extracted and queued for underwriting, no forwarding required.
Full API & Webhook Access
A complete REST API to analyze statements, pull sessions and transactions, and register webhooks for batch-complete events — wire Easify straight into your own LOS, underwriting stack, or internal tools.
Use Cases
Both Sides of the Deal
Whether you're a broker shopping deals or a lender reviewing submissions, Easify works for you.
For Brokers
- Analyze Deals 10x FasterStop hand-keying statements. Get every transaction extracted and the deal scored in seconds.
- Submit with ConfidenceReconciled numbers and clean reports funders respect mean fewer rejections and faster approvals.
- Manage Your Full PipelineTrack merchants, documents, submissions, and funding status all in one place.
- Get Live Bank DataSend a secure bank link — no more chasing statement PDFs from merchants.
For Lenders
- Standardized SubmissionsReceive consistent, fully-extracted packages — no more mismatched spreadsheets or missing pages.
- Faster Underwriting DecisionsPre-built cash flow, MCA stacking, and risk metrics let you reach yes or no in minutes.
- Trust the NumbersUnderwrite the actual statement, not a transcription that might be off — every figure ties back to the source document.
- Attract Top BrokersBrokers send deals to lenders who move fast. Be their first call with a frictionless intake.
Loved by Operators
Brokers Close More, Faster
4.9/5 average · 500+ active brokers
Easify cut our underwriting prep from 40 minutes to under a minute. We submit cleaner deals and funders approve them faster.
Funders stopped kicking back our submissions — the numbers always reconcile to the statement. It's become the first stop for every deal.
The stacking detection alone pays for itself. We see exactly how many positions are already in play before we price a single deal.
Run your next merchant's statements free — 20 analyses a month, no card.
Start FreeSecurity
Bank-Grade Protection
Your clients' financial data is handled with the highest standard of security and confidentiality.
256-Bit Encryption
Every file is encrypted in transit and at rest with bank-grade 256-bit SSL/TLS.
Automatic File Deletion
Uploaded statements are purged automatically after processing — your data never lingers.
Secure Infrastructure
Hosted on hardened, enterprise-grade infrastructure with ongoing security audits.
Private by Default
No third-party data sharing. Your clients' information stays strictly between you and Easify.
FAQ
The Things Brokers Ask Us First
Everything you need to know before your first upload.
How accurate is the transaction extraction?
Our proprietary bank-recognition engine reads each statement line by line and reconciles every credit and debit back to the document. Because extraction is deterministic rather than estimated, totals like revenue, average daily balance, and NSF counts match the statement to the penny.
Which banks and statement formats do you support?
Hundreds of US banks — national banks, regional banks, and credit unions — in both digital and scanned-PDF form. When a new format appears, it's fingerprinted and added continuously, so coverage keeps growing. Not sure about a specific bank? Upload one statement on the free plan and you'll know in seconds.
What if you don't recognize a statement format yet?
You'll never get a silently-wrong report. If a format isn't yet fingerprinted, Easify flags it rather than guessing — and new formats are typically added within days, so the same statement processes cleanly on the next pass.
Can I verify the numbers against the statement?
Yes. Every report ties credits, debits, and ending balance back to the source statement, so you can reconcile any figure line by line — and confirm the totals match before you submit.
Is my clients' financial data secure?
Yes. Every file is encrypted in transit and at rest with 256-bit SSL/TLS, hosted on hardened enterprise infrastructure, and automatically deleted after processing. We never share your data with third parties.
How long does setup take?
Under two minutes. Create a free account, upload a statement or send a secure bank link, and you'll have a funder-ready report in seconds. No software to install, no onboarding calls required.
How does pricing work?
Start free with 20 analyses a month — no credit card needed. Paid plans scale with your deal flow and lower your per-analysis cost as volume grows. There are no hidden fees, and you can cancel anytime.
How does Easify compare to other MCA software?
Most merchant cash advance software stops at converting a PDF to a spreadsheet and leaves stacking detection to you. Easify's bank-recognition engine reconciles every statement to the penny and flags MCA stacking automatically, which is why brokers rank it among the top-rated MCA software for underwriting speed and accuracy. There's a free plan, so you can compare it directly against whatever you use today.
Can Easify help with MCA lead generation and CRM?
Yes. Easify's embeddable widget turns your website or lender portal into a lead-generation tool — merchants upload statements directly, submissions land in your merchant pipeline, and deals can sync straight to HubSpot. It's built as merchant cash advance lead generation and lightweight CRM in one, so leads never get lost between systems.
Ready to Underwrite with Confidence?
MCA brokers and lenders use Easify to extract every transaction, flag every stack, and submit better deals. Start free today.
No credit card required · Free forever plan · Set up in under 2 minutes