Every seat at the table.
One standard.
Built for the operators who run the business, the brokers and ISOs who place the deal, the lenders and funders who write it, the financial professionals who advise on it, and the partners who make the introduction. Each side gets an agent aligned with its own interests, and all of them read the same CSG-1003 application object — so the deal stops being re-keyed at every handoff.
You need capital and every lender wants a different packet.
An agent on your side of the table
Everyone else in this market builds for the lender. An operator-side agent gets your business financing-ready before you apply — so you walk in knowing what you qualify for instead of finding out after four credit pulls.
- Answer your own cash questions without a fractional-CFO retainer
- Assemble one certified application instead of a packet per funder
- Your financials stay yours — nothing is shared with a funder you did not pick
Status today · Intake, CFO, and Bookkeeper are built and ready. Start a certified application or discuss the finance workflow you want to configure.
Agents for operators & founders
- IntakeLive today
Runs the CSG-1003 conversation and produces a certified package.
- CFOLive today
A CFO-shaped agent for the merchant side of the table.
- BookkeeperLive today
Keeps the books current so the numbers a lender asks for already exist.
You are the back office, and it does not scale.
Hand the processing to an agent
The document chasing, the filing, the “where does this deal stand” questions — that is a job, and it is the job an agent does well. It lives in the deal channel and reports on a contract you can audit.
- One Slack channel per deal, worked by an agent that never drops a file
- Report contract with five states, so a channel reads at a glance
- Nothing leaves the channel without a named human approving it
Status today · Intake and Processor are built and ready, alongside Analyst, Complier, Marketeer, and RegTracker. Review setup and runtime availability in the agent catalog.
Agents for brokers & isos
- IntakeLive today
Runs the CSG-1003 conversation and produces a certified package.
- ProcessorLive today
Works the deal in a Slack channel — documents in, packaged file out.
- AnalystLive today
Reads the financials and says what the numbers actually show.
- ComplierLive today
Checks the file against the rules before it leaves the building.
- MarketeerLive today
Runs the outbound that keeps the pipeline full.
- RegTrackerLive today
Tracks rule changes across the states you lend in and flags what they affect.
Your queue is full of incomplete submissions.
Packages that arrive clean
Every deal reaches you on the same CSG-1003 shape, with a completeness score and a verifiable signature. You spend underwriting time underwriting, not reconstructing a borrower story out of eleven PDFs.
- One application object per deal, with the gating rules already applied
- Ed25519-signed certified packages you can verify independently
- Per-capability calls — completeness scoring, credit memos — over REST or MCP
Status today · Certified packages and capability calls work today. The funder portal and the Reviews rail are not built, so a funder cannot pull another organization’s package at all yet.
Agents for lenders & funders
- IntakeLive today
Runs the CSG-1003 conversation and produces a certified package.
- ProcessorLive today
Works the deal in a Slack channel — documents in, packaged file out.
- UnderwriterLive today
Turns a submitted package into a citation-backed credit memo.
- AnalystLive today
Reads the financials and says what the numbers actually show.
- MonitorerLive today
Watches funded deals and raises a hand before a problem becomes a default.
- EvaluatorLive today
Grades the other agents against a rubric before a customer sees the output.
- ComplierLive today
Checks the file against the rules before it leaves the building.
- RegTrackerLive today
Tracks rule changes across the states you lend in and flags what they affect.
You assemble your clients’ numbers, then someone re-keys them anyway.
The spreading work, already done
Accountants, bookkeepers and fractional CFOs do the work this standard was written around — and then watch a broker retype it into a portal. CSG-1003 is a shape you can produce once, on behalf of a client, and hand over signed.
- Run the intake conversation for a client and certify the package yourself
- Field IDs are stable, so what you produce survives the handoff intact
- Client financials stay in your organization — there is no shared pool
Status today · Intake works today and a practice can run it for a client. There is no multi-client workspace: each client organization is its own tenant, so you switch between them rather than seeing a book of business in one view.
Agents for financial professionals
- IntakeLive today
Runs the CSG-1003 conversation and produces a certified package.
- CFOLive today
A CFO-shaped agent for the merchant side of the table.
- BookkeeperLive today
Keeps the books current so the numbers a lender asks for already exist.
- AnalystLive today
Reads the financials and says what the numbers actually show.
- RegTrackerLive today
Tracks rule changes across the states you lend in and flags what they affect.
You send deals and lose track of them.
Referral flow you can see
If your business is introductions, you need to know what happened to the introduction. Partners get a path into the same application object and the same audit trail — not a promise that someone will email you back.
- Deals you refer stay on one shared application object
- The same audit log the broker and the funder see
- Partner onboarding is not automated by any agent in the catalog yet
Status today · Marketeer is built and ready for outreach. Dedicated referral onboarding and a referral tracking portal remain separate from the agent’s campaign work.
Agents for referral partners
- MarketeerLive today
Runs the outbound that keeps the pipeline full.
Teams building their own agents
If you are writing an agent rather than hiring one, the same core is addressable directly: a REST API, an MCP server that any MCP-aware client can call, and the CSG-1003 schema as a package.