Plans from $99/month. True revenue, positions, and 27 fraud signals included.
ClearStaq vs DocuPhase
DocuPhase automates documents and workflows across finance departments. ClearStaq is built for one job: reading MCA bank statements and running the deal that follows.
Where ClearStaq is different from DocuPhase
No templates to build
900+ bank formats read out of the box, with no setup per bank.
MCA analysis included
Named positions, true revenue, scorecard and fraud forensics.
Built for brokers and funders
Client portal, partners and offers with Deal-flow.
Side by side
The DocuPhase column uses only what DocuPhase publishes about itself, as of November 2026. Check with them for current details.
| Feature | ClearStaq | DocuPhase |
|---|---|---|
| Bank statement parsing | Check with vendor | |
| MCA positions named by funder (100+) | Check with vendor | |
| PDF forensics and visual fraud checks | Check with vendor | |
| True revenue and graded scorecard | Check with vendor | |
| Tax returns and application forms | Check with vendor | |
| Client portal with e-signatures | Deal-flow add-on | Check with vendor |
| Partner sends and offers back | Deal-flow add-on | Check with vendor |
| Salesforce package | Every plan | Check with vendor |
| MCP for AI agents | Every plan | Check with vendor |
| Published pricing | From $99/month | Check with vendor |
Choose ClearStaq if
- ✓Bank statements are the documents that matter
- ✓You need MCA-specific analysis on day one
- ✓You want brokers, funders and merchants on one record
DocuPhase may fit better if
- •You need one platform for many document types across a finance team
- •Accounts payable and approval workflows are the main goal
FAQ
ClearStaq vs DocuPhase: questions
Do I need to set up templates?
No. ClearStaq reads 900+ bank formats without configuration.
Can ClearStaq handle other documents?
Tax returns and funding application forms, alongside bank statements.
How fast is setup?
Sign up, choose a plan and upload a statement.