Plans from $99/month. True revenue, positions, and 27 fraud signals included.
Underwrite from bank statements in seconds
True revenue, a graded scorecard, fraud checks and every open position on each application. Connected to Salesforce, your own systems through the API, or both.
True revenue / mo
$132,648
Scorecard
87 · B
MCA positions
2
Fraud score
16 · Low
How it works
Fits the way your team already works
Statements arrive
From Salesforce, email, your website form through the API, or brokers sending applications.
One report per application
Every statement read, combined and scored, with the definitions on screen.
Decide and record
Results go back to Salesforce or your system by webhook. The decision stays on the application.
What your underwriters get
Underwriting report
True revenue, a six-dimension scorecard and income checks in plain English.
Fraud checks
PDF forensics on every file, plus ClearStaqAI's visual check when you want it.
Debt already on the books
Every MCA and loan payment found, with withhold and debt-to-revenue.
Integrate
Into Salesforce, or into your own systems
- ✓Salesforce package on every plan
- ✓REST API with signed webhooks
- ✓Plaid-style account data built from PDFs
- ✓MCP for AI agents
GET /api/v1/clients/{id}/open-banking
{ "accounts": [{ "mask": "4412",
"balances": { "average": 11402.37 } }],
"analysis": { "revenue":
{ "estimated_monthly": 84250.12 } } }FAQ
Lender questions
Is ClearStaq only for MCA?
It's built by MCA operators, and works for any small business lender who underwrites from bank statements.
Can brokers send us applications?
Yes, with Deal-flow Plus. Broker emails become applications, and brokers get a confirmation, never your analysis.
Do you connect to our LOS?
Through the API and webhooks, or Zapier. Salesforce has a native package.
How is it priced?
Plans from $99 a month with unlimited users, or an Enterprise contract with your own volume and limits.