tutorialFeb 19, 2026
How to Connect Your AI Bot to FUNDesk
Step-by-step tutorial: generate a skill file, drop it into your AI bot, and your agent manages your MCA CRM. 2-minute setup for merchants, deals, funder submissions, and more.
Guides on AI agents, CRM automation, MCA brokerage, and AI automation.
Step-by-step tutorial: generate a skill file, drop it into your AI bot, and your agent manages your MCA CRM. 2-minute setup for merchants, deals, funder submissions, and more.
Generic CRMs fail MCA brokers. FUNDesk is purpose-built for merchant cash advance brokerage with a 12-stage pipeline, Statement Analyzer, funder matching, and Communication Channels.
We tested every major CRM for MCA brokerage compatibility. Deal pipelines, funder management, bank statement analysis, and communication channels: here is which ones actually work for merchant cash advance brokers.
A deep-dive into FUNDesk's three AI systems: the Statement Analyzer for bank statement underwriting, a built-in assistant for natural language queries, and external bot integration through the skill file system.
Your spreadsheet cannot underwrite deals, match funders, or track commissions. Learn why migrating to an MCA-specific CRM is the key to scaling your brokerage, plus a step-by-step migration guide.
MCA brokers lose deals every week to missed follow-ups, lost applications, and disorganized pipelines. FUNDesk gives you a 12-stage pipeline, Statement Analyzer, funder matching, and Communication Channels built for merchant cash advance brokerage.
Connect your agent. Get started.