Plans from $99/month. True revenue, positions, and 27 fraud signals included.
Stop reading PDFs.
Start underwriting.
Parse any statement: 900+ bank formats, structured in seconds.
Get true revenue, every MCA position and a graded scorecard.
Screen every file with 27 fraud signals.
Then run the deal under your brand: portal, partners, offers.
Plans from $99/month. No sales call required.
Built by MCA operators · Fraud models trained on 1M+ documents · Recognizes 100+ MCA funders
From application to funded in three steps
Collect
Merchants apply and upload on your portal. Or forward files by email, API or Salesforce.
Analyze in seconds
Fraud, true revenue, positions and a scorecard for every statement at once.
Send and fund
Send to your partners, compare offers side by side, and mark it funded.
Platform
Everything between the PDF and the funding
Bank statement parsing
900+ bank formats, 99.5% accuracy, structured in seconds.
Learn more✓ Fonts consistent per column
✓ ClearStaqAI template match
Fraud detection
PDF forensics plus ClearStaqAI visual checks. Every finding explained.
Learn moreMCA positions & stacking
100+ funders recognized. Unknown lenders caught by payment pattern.
Learn moreUnderwriting scorecard
True revenue, income checks and a 0–100 grade for every application.
Learn moreApply for funding with Bayside
apply.baysidefunding.com
Client portalNew
Your domain and logo. Merchants apply, upload and sign. No password.
Learn morePartners & offersNew
Send deals by email, API or link. Offers come back to the application.
Learn moreDeal-flow
Every deal, from first lead to funded
One pipeline for every application, with the analysis attached.
Applications
Every application of every business you can open
| Business · application | Status | Source | Assigned to | Avg. monthly true revenue |
|---|---|---|---|---|
| Harbor Freight Logistics#2 | Submitted to partners | Client portal | Dana R. | $88,577 |
| Bright Star Bakery#1 | Awaiting signatures | Client portal | Unassigned | $37,114 |
| Gulf Coast Oilfield Services#3 | Offer selected | Salesforce | Marco T. | $132,648 |
| Summit Auto Repair#1 | Open | Dana R. | $45,861 |
Why it matters
One missed position costs more than a year of ClearStaq
of 3,184 new deals at one multi-state broker already had an open MCA position.
MCA funders recognized from their debits, before you fund.
per statement, instead of 30 to 45 minutes of manual review.
Built for both sides of the deal
MCA brokers & ISOs
See what the funder will see before you submit. Send everywhere, track every offer.
Learn moreMCA funders
Broker emails become applications, screened for fraud and stacking before anyone opens them.
Learn moreIntegrations
Plugs into the way you already work
Files come in from where your deals already live. Results go back there too.
Salesforce
Analyze statements from the record. Push results back with one click.
Zapier
Connect 9,000+ apps. Start a Zap when an analysis completes.
Email intake
Forward statements, tax returns or applications. Results come back by email.
API & webhooks
One key per lead source. Signed webhooks when results are ready.
AI agents
Claude, ChatGPT and other MCP clients can work in ClearStaq as you.
Exports
PDF report, CSV and JSON. Original statements with your watermark.
FAQ
Questions we actually get asked
How is ClearStaq different from MoneyThumb or Ocrolus?
They turn statements into data. ClearStaq does that, and also names every open MCA position, checks each file for edits, and runs the deal after it: your client portal, partner sends and offers, all in one place.
Can I see it on my own files?
Yes. Book a 20-minute demo and we run your own statements live. Plans start at $99 a month with unlimited users.
Which banks do you support, and how accurate is it?
900+ bank formats with 99.5% field accuracy, from digital PDFs and scans. If a statement can't be read, you see why (a missing page or a poor scan) and can reprocess it.
How fast is an analysis?
Under 5 seconds per statement. ClearStaqAI visual checks are optional and add about 10 seconds per file.
What is true revenue?
Deposits without transfers between the merchant's own accounts, ATM deposits, advance and loan funding, interest, rewards and verification credits. It's the revenue a funder actually underwrites.
How does stacking detection work?
ClearStaq recognizes 100+ MCA funders from their debits. Lenders it doesn't know are caught by their payment pattern. For each one you get the payment, frequency, paid to date and withhold %.
Can merchants apply on my own website?
Yes, with Deal-flow. Your portal runs with your logo and emails. Merchants apply without a password, upload documents and every owner signs.
What does it cost?
Analysis plans are $99, $249 or $699 a month. One credit covers one month of statements for one bank account, and unused credits roll over for 12 months. Deal-flow adds the portal, applications and partners.
Is my data safe?
Data is encrypted in transit and at rest. Access is set per record and role, and you choose how long original files are kept.
Does it work with my CRM?
Salesforce works both ways out of the box on every plan. Anything else connects through Zapier, the API or email.
Still have a question? Book a 15-minute demo