For ISOs and brokers
Underwriting, funder placement and syndication — one pipeline.
MyDeskiso runs the whole deal, from web form or CRM intake to funded and syndicated — with AI that reads the bank statements and ranks the funders, merchant data kept confidential, permissions you control, and an audit trail on every action.
No card required to start the trial.
Sunrise Nail Studio
FL · requested $85,000
Delgado Janitorial
GA · requested $120,000
Northline Freight
OH · requested $60,000
What MyDeskiso does
One place for the work an ISO actually does
Follow a deal from the moment it arrives to the day it is repaid. Every step happens in the same record, on a desktop or on your phone.
01
Intake
Deals arrive on their own, already structured.
- Embeddable application forms. Design a form from the deal field catalog, paste one snippet on your site, and every submission lands as a deal — with an e-signed consent PDF and the bank statements attached.
- CRM import on a tag. Tag a contact in GoHighLevel and the deal is created for you, custom fields mapped to the underwriting record.
- A one-page application PDF. Every deal produces a clean, digitally signed client file, ready to send.
- The right people are told. New deals are emailed to the recipients you choose, application and statements included.
02
Underwrite
Read the file faster, decide yourself.
- Scored against your own ICP. States, verticals and minimum revenue are yours to configure; each deal gets an indicative A/B/C tier the moment it lands.
- AI bank statement analysis. Monthly revenue, deposits, NSFs and existing MCA positions are read from the statements, with the evidence shown for every position.
- You apply what you trust. Tick the figures you want on the deal, one by one. What the merchant declared is never overwritten.
- Fund, sell or pass. The call is always manual, always reversible, and recorded with who made it and when.
03
Place
The right funders, one thread per funder.
- Full buy-box matching. Per-position criteria with variants — states, industries, revenue, deposits, time in business — and the exact criteria a deal fails, per funder.
- AI funder matching. Funders that pass the free prefilter are scored and sorted against their own guidelines.
- Send to many, safely. Add a message and attachments, list the requested products, and let the exclusivity guard keep a no-parallel funder out of a batch.
- Replies come back to the deal. Every funder answer, attachments included, lands in the deal thread instead of a personal mailbox — and in Slack if you want it there.
04
Close
From funder offer to merchant signature.
- Several live offers per funder. Record each offer as it comes — daily, weekly, bi-weekly or monthly, with or without a factor rate or fee.
- Offer to merchant. Send an offer to the merchant by email; they accept or decline on a secure page, and the deal shows the answer.
- Document requests. Ask the merchant for what is missing; they upload it on a page carrying your brand, straight into the deal.
- Deal chat, in the app or in Slack. Messages flow both ways, so nobody has to choose where the conversation happens.
05
Fund & syndicate
One record from award to repayment.
- Multi-funder awards. Split an award across funders with an amount for each; marking a deal funded creates the commission.
- Investor allocations. Allocate within each investor's available capital, to the cent, and split repayments from the same record.
AI, under your control
It reads the file. You make the call.
MyDeskiso uses Claude, by Anthropic, for the slow reading work of an MCA shop — and shows its evidence, so a figure is something you can check rather than something you have to believe.
Bank statement analysis
Get the monthly picture from the statements — revenue, deposits, NSFs, negative days — plus the MCA and short-term loan positions already on the account, each one backed by the transaction lines that show it.
Funder matching
A free rule-based prefilter removes the funders a deal cannot go to, with a reason for each. The rest are scored against their guidelines and sorted, so you start with the most likely yes.
Funder guidelines, transcribed
Upload a funder's guideline documents and get them transcribed into a structured format the matching can read — instead of a PDF nobody reopens.
- AI never decides. It reads and ranks; fund, sell and pass stay manual.
- Funder matching sees no merchant identity and no funder name — deal facts from an allow-list, funders as anonymous references.
- Nothing runs in the background: a call is made only when someone in your organization clicks the button, and usage is reported per organization.
- Analysis depth depends on your plan; every feature is open during the trial.
Pricing
Simple plans, 14-day free trial
No card required to start. Change or cancel any time.
Starter
$149/mo
Up to 3 users
- Deal pipeline & ICP scoring
- Funder placement & centralized email
- Up to 3 users
Growth
$299/mo
Up to 10 users
- Everything in Starter
- Slack two-way chat
- CRM (GoHighLevel) integration
- Up to 10 users
Scale
$599/mo
Unlimited users
- Everything in Growth
- Syndication & investor allocations
- Document API access
- Unlimited users
Security & confidentiality
Merchant cash advance data is sensitive. We treat it that way.
Bank statements, tax IDs, funder terms and commissions all live in one place — so confidentiality is a feature of the product, not a paragraph in a contract. Here is exactly what that means, with no marketing shortcuts.
Your data stays yours
- Every tenant is isolated: your merchants, funders and investors are scoped to your organization and never queried across organizations.
- Sensitive fields such as CRM credentials and Slack tokens are encrypted at rest with AES-256-GCM.
- SSN and EIN are stored encrypted and masked everywhere in the app, last four digits only; the full values are printed solely on the client-file PDF.
- Real-time notifications carry a bare identifier — never a message body, never merchant details.
- Dossier PDFs are digitally signed, so any edit is detectable, and shared through expiring links.
- Bank statements go to the AI provider only when a user asks for an analysis — never automatically, and never for funder matching.
Access control and accountability
- Roles you define yourself, with per-module permissions: a rep can be limited to assigned deals, with no access to funder threads or commissions.
- Multi-factor authentication with TOTP, argon2id password hashing, and lockout after repeated failures.
- An append-only audit trail on every mutation, recording both the acting and the real identity during impersonation.
- Per-organization API keys for document endpoints, stored hashed and shown once.
Works with your stack
Integrations
GoHighLevel
Tag a contact and the deal is imported, custom fields mapped to the underwriting record — or pull it in with one button. Thread sync back to the CRM is opt-in, per deal.
Your website
Application forms you design in the app and embed with one snippet. Allowed origins are set per form, and every submission is recorded with who sent it and from where.
Slack
A channel per deal and per funder submission, mirroring the email thread. Messages written in Slack land in the platform, and the other way around.
Funder submissions go out under your seller identity, with your message and attachments, and replies come back into the deal thread instead of a personal mailbox.
Try MyDeskiso for 14 days
Your workspace is created the moment you sign up. No card, every feature open.