Cloudsquare runs your whole lending operation on Salesforce, priced per seat after a demo. If the part you need is reading bank statements for revenue, positions and NSFs, LenderAnalyzer does that today, from $99 a month.
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Cloudsquare is a lending platform built natively on Salesforce for brokers, ISOs and direct funders. It sells two main products. Broker covers CRM, application capture, lender matching across 30 native lender API submissions, offer comparison and commission tracking. Lend adds AI financial-document analysis, a decision engine, contracting and funding, ACH servicing, collections, an accounting subledger and portfolio analytics. Its document engine, IntelliParse, was announced in June 2025 and reads applications and bank statements for cash flow, NSFs, recurring payments and outstanding advances.
Cloudsquare does not publish a price. Its pricing page lists every plan as Custom per seat and says pricing depends on the platform you run, the number of seats and your funding volume. Its FAQ answers Yes to the question of whether you need Salesforce, and Salesforce lists Sales Cloud editions from $25 to $550 per user per month. Implementation and migration are included and scoped after a demo, and the published SaaS agreement renews each subscription automatically for a term equal to the first one unless you give 30 days notice.
That is a reasonable package for a funder replacing its whole stack. It is a lot of commitment for a shop whose real bottleneck is the scrub: reading three to six months of statements on every submission and finding true revenue, open positions and NSF days. LenderAnalyzer does that one job, self-serve, the same day you sign up, and hands the numbers to whatever CRM or spreadsheet you already use.
Cloudsquare is a serious product with real customers. These are the questions that decide whether you need the whole platform or only the analysis inside it.
If deals live in spreadsheets, email threads and three disconnected tools, a platform like Cloudsquare fixes that by putting the full lifecycle in one place. If your CRM already works and the pain is the hour an underwriter spends per file reading statements, a platform migration is a large answer to a small question. LenderAnalyzer returns revenue, positions and red flags in minutes and leaves your workflow where it is.
Cloudsquare's own FAQ says Salesforce is the foundation and that you need it. Salesforce's public price list runs from $25 per user per month for Starter Suite and $100 for Pro Suite to $195 for Core, $395 for Advanced and $550 for Max, billed annually. Cloudsquare does not publish which edition its plans assume, so ask for the Salesforce line as a separate number on the quote.
Cloudsquare's FAQ says implementation length depends on the platform and how unique your workflow is, with a solution design before anything is built and a migration plan from your existing stack. There is no published timeline. A self-serve statement tool has no implementation at all: you upload the first file on the day you sign up.
The SaaS agreement on Cloudsquare's website says each subscription renews automatically for a period equal to the initial term unless either side gives written notice at least 30 days before renewal, that renewal pricing is at Cloudsquare's list prices in effect at the time, and that a renewal with lower volume or a shorter term is re-priced. Put the notice date in your calendar the day you sign.
Most funders need the numbers on the deal: average monthly revenue, deposit count, average daily balance, NSF and negative days, and every open advance with its payment amount. LenderAnalyzer exports those to Excel, CSV or JSON, and the Pro plan posts them over a REST API, so they can be attached to the deal in whichever CRM you run, Salesforce-based or not.
LenderAnalyzer groups recurring ACH debits by payee and flags the ones that behave like an advance: fixed daily or weekly debits, remittance or holdback language, or a payee that matches a known funder descriptor. Positions repaid in overlapping periods are flagged as stacked, and the combined daily debit of the open ones is shown, so you can see whether your holdback fits on top.
Every statement is reconciled against its own running balance, so an edited figure, a removed page or a typed-in deposit breaks the arithmetic and the file is flagged at the first mismatch. Round-number deposits, duplicate lines and funding deposits tagged as loan proceeds are listed for review. That check runs on every upload, with no extra module to buy.
Prices are each vendor's own published figures, checked October 2026. Where a vendor publishes no price, the table says so.
Swipe sideways to see the full comparison
| Option | What it does | Published price | Main limitation | Best for |
|---|---|---|---|---|
| LenderAnalyzer This page | Reads bank statements for true revenue, average daily balance, NSF and negative days, open advance positions, daily burden and statements that do not tie out | From $99 a month, with volume and enterprise tiers | Not a CRM or servicing system; no lender matching, contracts or ACH collections | Funders and ISOs who want the statement scrub done in minutes inside their current workflow |
| Cloudsquare Lend | Full lifecycle on Salesforce: AI document analysis, decision engine, contracting, funding, ACH servicing, collections, subledger, analytics | Custom per seat, based on seats and funding volume; Salesforce required | Demo, scoping and implementation before use; auto-renewing term | Direct funders replacing their whole origination and servicing stack |
| Cloudsquare Broker | CRM, application capture, lender matching, 30 native lender API submissions, offer comparison, commissions | Custom per seat; Salesforce required | AI financial-document analysis is listed under Lend, not Broker | Brokerages and ISOs that submit to many funders |
| LendSaaS | MCA origination and servicing with bank statement parsing for NSFs, cash advances and alternative lender payments, syndication and ACH collections | Not published; the /pricing URL returns a 404 | Platform purchase like Cloudsquare; sales-led | MCA funders that want a non-Salesforce origination platform |
| Heron Data | Submission intake by email, API or bulk upload, transaction enrichment and position flags, synced into Salesforce, Zoho, Cloudsquare or LendSaaS | Not published; sales-led | No self-serve signup; built for high submission volume | Funders with large broker networks automating intake |
Comparison compiled by LenderAnalyzer from public vendor materials; see the date noted above each table. Competitor names are trademarks of their respective owners; figures may change, so verify current details with each vendor.
Computed deterministically from every extracted transaction, every figure traceable to its source line.
Computed across the full statement period, carried forward day by day.
Deposits vs withdrawals and net flow, broken down month by month.
Every insufficient-funds and overdraft incident counted, with fees totaled.
Recurring deposits grouped into income streams with estimated monthly amounts.
Debits to other lenders and funders detected and totaled per month.
Days below zero across the period, a direct stress signal.
The biggest credits with dates and sources, concentration flagged.
Automatic red and yellow flags your analysts can review in seconds.
Drop in PDFs, scans or photos, one statement or a multi-month package, from any bank.
Every transaction is extracted, then cash flow, balances, income streams, NSF activity and debt payments are computed.
Read the underwriting snapshot, download the Excel report, or pull structured JSON into your LOS via API.
28 lending document types extracted out of the box, build the complete picture of an applicant's financial situation.
Common questions from lending and credit teams.
Cloudsquare is a US lending platform built natively on Salesforce for brokers, ISOs and funders in merchant cash advance, business loans, equipment finance and HELOC. It sells a Broker product for CRM and lender submissions and a Lend product that adds document analysis, decisioning, funding, servicing and collections.
Cloudsquare does not publish prices. Its pricing page lists Broker and Lend as Custom per seat and Enterprise as contact sales, and says the price depends on the platform, the number of seats and your funding volume. Salesforce licenses are needed as well, and Salesforce lists Sales Cloud from $25 to $550 per user per month.
Yes. Cloudsquare's own pricing FAQ says Salesforce is the foundation, not a checkbox, and that it handles the Salesforce setup as part of implementation. Budget for Salesforce user licenses alongside the Cloudsquare subscription and ask which edition the quote assumes.
No. Cloudsquare says it runs MCA, term and business loans, equipment finance, HELOC and syndication on one general data model. Most of its published lender integrations, such as Kapitus, OnDeck, CAN Capital and Pearl Capital, are in small business and alternative finance.
It depends on the job. For a full origination and servicing platform, LendSaaS is the closest MCA-focused option outside Salesforce. For submission intake at scale, Heron Data. If you only need bank statements analyzed for revenue, positions and NSFs, a self-serve tool like LenderAnalyzer does that without a platform migration, from $99 a month.
Yes. Its Lend plan lists AI financial-document analysis, and its IntelliParse engine, announced in June 2025, reads applications and bank statements for cash flow patterns, NSF transactions, recurring payments, hidden debts and outstanding cash advances. Cloudsquare does not say whether IntelliParse is priced separately.
Cloudsquare does not publish a timeline. Its FAQ says it depends on the platform and how much of your workflow is unique, that you get a solution design before anything is built, and that migration from your current CRM and spreadsheets is part of onboarding.
Under the SaaS agreement published on Cloudsquare's website, subscriptions renew automatically for a period equal to the initial term unless either party gives written notice at least 30 days before renewal. Renewals are priced at the list prices in effect at that time. Check your own order form, which can override the default.
Read three to six months of statements for average monthly revenue, deposit count, average daily balance, NSF and negative days, and recurring debits to other funders. LenderAnalyzer does this automatically from PDFs, scans or photos and returns the figures and every open position in minutes.
LenderAnalyzer starts at $99 a month, self-serve, with volume and enterprise tiers and no implementation fee. Cloudsquare is quoted per seat after a demo and runs on Salesforce, whose own licenses start at $25 and reach $550 per user per month. The two are not the same purchase; one is a platform, the other is the analysis step.
How credit teams run these calculations by hand, so you can see exactly what the software automates.
Underwrite a merchant cash advance from the statements up.
Find every open position and the daily burden from the statements.
Another MCA option, compared on intake and pricing.
What a funder database misses, and how statements fill the gap.
The tools an MCA shop runs from submission to funding.
The same Salesforce platform question for banks.
How the main MCA tools compare on price and output.
What a Cloudsquare seat costs once Salesforce is added in.
The MCA servicing platform with no published price, compared.
SugarAnt, ConvergeHub, LendSaaS and Cloudsquare costs per seat.
Analyze your first statements free, plans from $99/month, 50% off billed annually.
