Salesforce MCA Software: Cloudsquare vs DueDeal (2026)

Keep Salesforce. Cloudsquare rebuilds the MCA workflow inside Salesforce and charges per user on top of your Salesforce licences. DueDeal integrates with the Salesforce org you already have and runs the whole deal — analysis, exceptions, offers, contracts, funding, servicing and renewals — from $250 a month, with no extra seats. Salesforce records what happened. DueDeal makes it happen.

The short version

  • Choose DueDeal if you want to keep your Salesforce org, your reports and your permissions, and add an operating layer that analyzes, decides, funds and services every deal — without paying per seat.
  • Choose Cloudsquare if you want the MCA workflow rebuilt as Salesforce objects that your own admin customizes.

Cloudsquare vs DueDeal at a glance

CloudsquareDueDeal
PricingBroker $75 per user per month plus a Salesforce licence; Lend from $150 per month; Enterprise on quoteFrom $250 a month for the whole workflow, no per-seat charge
SalesforceBuilt on SalesforceIntegrates with your existing Salesforce org
Speed6 minutes per submission, fully analyzed
Setup time6 weeks, including your credit policy
Document processingIntelliParse, integrated with Heron DataBuilt by DueDeal
Accuracy method3-way audit on every statement: transactions tie to totals, balances carry across months, grand totals reconcile
Human review neededNo human in the loop
Document typesBank and credit card statements, applications, IDs, tax returns, P&Ls, balance sheets, personal financial statements, K-1s, credit reports
True revenueTrue revenue per month, with transfers, MCA fundings, owner infusions, reversals and returned deposits netted out and shown by category
Positions and stackingEvery detected position linked to the exact debits and credits behind it; funder's stacking limits enforced
Fraud and verificationStatement tampering and balance mismatch flags; DecisionLogic and Plaid data checked against the documents; soft credit pull; Secretary of State and court record searches
Credit policy and offersYour policy applied on every deal; priced offer matrix (program, term, factor, commission, payback, fees)
Exception and stip resolutionN/AExceptions become gates with evidence attached, decided from a queue; missing statement months flagged automatically
Audit trailEvery decision stores who made it and a frozen snapshot of the evidence
Contracts and e-signatureContract packages through DocuSign, Adobe Sign, RightSignature or OpenSign
ACH and collectionsYesACH collections through Actum with Plaid enrollment
SyndicationYesParticipants and distributions on every advance
ISO commissionsCommission trackingCommission plans and payouts
RenewalsRenewal eligibility tracked on every advance; renewal deal created from the original in one click
Works withSalesforce ecosystemCRM: Salesforce, HubSpot, Zoho, Pipedrive · LOS: Downhome · Bank data: DecisionLogic, Plaid · Credit: Soft Pull Solutions · Funders and marketplaces: Credibly, Lendr, LoanSifter · E-signature: DocuSign, Adobe Sign, RightSignature, OpenSign · Payments: Actum · Accounting: QuickBooks · Email: Gmail, Outlook · Phone: Kixie, RingCentral · Automation: Zapier, public API

Salesforce records what happened. DueDeal makes it happen.

Established funders have years invested in Salesforce: custom objects, flows, dashboards, permissions and reports the whole company relies on. Replacing that is a project nobody wants.

Salesforce is the system of record. It should stay that way.

DueDeal is the operating layer next to it. DueDeal analyzes the submission, audits the statements, applies the credit policy, resolves exceptions with evidence, prices the offer, sends the contract, collects the payments, splits the syndication, pays the ISO and tracks the renewal — and integrates with Salesforce so the org keeps its reports and its people keep working where they already work.

Cloudsquare takes the other route: it rebuilds the MCA workflow as a platform on Salesforce, sold per user on top of the Salesforce licence, with document processing through IntelliParse, which integrates with Heron Data.

Why Salesforce funders choose DueDeal

1. No per-seat maths

Cloudsquare's own comparison lists its Broker plan at $75 per user per month with a separate Salesforce licence required. A ten-person team pays for ten Cloudsquare seats on top of ten Salesforce seats. DueDeal starts at $250 a month for the whole workflow — adding an underwriter, a closer or an ISO manager does not add a seat charge.

2. Accuracy without a review queue

DueDeal audits every bank statement three ways:

  • Transactions tie to the statement. Every credit and debit is summed and matched to the statement's own totals.
  • Balances carry across months. Each month's ending balance must match the next month's beginning balance.
  • Grand totals reconcile. Totals across the full statement set are rebuilt from the transactions and matched.

Anything that does not reconcile is flagged with the exact discrepancy. No human is in the loop, and the submission is analyzed in 6 minutes.

3. One vendor from document to renewal

DueDeal built its own statement analysis, so one vendor owns the numbers from the first page read to the last payment collected. When an offer looks wrong, there is one system to trace it through.

4. Resolution, not detection

Every detected position is linked to the transactions behind it. The funder's policy is applied automatically. Anything outside policy becomes a gate decided from a queue, with a frozen snapshot of the evidence and the name of the person who approved it.

Choose Cloudsquare if

  • You want the MCA workflow itself to live as Salesforce objects, customized by your own Salesforce admin with Salesforce tooling.
  • You are comfortable with per-user pricing on top of Salesforce licences as the team grows.

Before you sign, ask both vendors

  1. What will we pay per month for our current team — and when we add five more people?
  2. Do we need additional Salesforce licences?
  3. Who built the document processing, and who do we call when a number is wrong?
  4. How is each bank statement proven correct, and does that need a human?
  5. When a deal is flagged, where is the decision and its evidence recorded?
  6. How long from signed agreement to the first live deal?

Try it on 20 deals

Keep Salesforce exactly as it is. Send DueDeal 20 live submissions. Together we measure what still takes manual work between submission, underwriting, funding and servicing: touches per deal, time to decision, time to funding, exceptions and missing documents. You decide on the numbers.

Book a demo to start the pilot.

Frequently asked questions

What is the best MCA software for a Salesforce org? Funders who want to keep their existing Salesforce org choose DueDeal, which integrates with Salesforce and runs analysis, exceptions, offers, contracts, funding, servicing and renewals from $250 a month. Funders who want the workflow rebuilt as Salesforce objects choose Cloudsquare.

Does DueDeal integrate with Salesforce? Yes. DueDeal integrates with Salesforce, as well as HubSpot, Zoho and Pipedrive, so funders keep their CRM, reports and permissions while DueDeal runs the deal.

How much does Cloudsquare cost? Cloudsquare's published comparison lists its Broker plan at $75 per user per month with a separate Salesforce licence required, and its Lend plan from $150 per month. Enterprise pricing is on quote.

Does Cloudsquare IntelliParse use Heron Data? Yes. deBanked reported at launch in April 2025 that Cloudsquare's IntelliParse integrates with Heron Data for document intake and financial analysis.

Does DueDeal charge per user? No. DueDeal starts at $250 a month for the whole workflow, with no per-seat charge and no additional Salesforce licences required.

How long does DueDeal take to set up with Salesforce? DueDeal setup takes 6 weeks, including connecting Salesforce and encoding the funder's credit policy.

Sources

Competitor information checked September 2026.