MCA Suite is a good entry point to Merchant Cash Advance tracking, but lacks scalability
Anonymous | TrustRadius Reviewer
June 28, 2019

MCA Suite is a good entry point to Merchant Cash Advance tracking, but lacks scalability

Score 6 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with MCA Suite

MCA Suite is being used to track our merchant cash advances. It is used by the working capital team to set up and track individual advances. It's used by our accounting team to export transaction records for our accounting software, and by our support team to reference when merchants have questions.
  • They have lots of detail on the deal pages.
  • It allows for multiple internal and external users.
  • It has global search functionality.
  • Poor reporting.
  • Filtering is clunky.
  • They could improve on data visualization.
  • Renewal advances that are not refinances are difficult to manage.
  • We've been able to grow our working capital program over the years with the help of MCA Suite.
  • Data management is difficult, and we struggle with reporting.
  • We have granted merchants dedicated to their advances for tracking purposes.
We haven't used any others.
It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.

MCA Suite Feature Ratings

Customer data management / contact management
6
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
4
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
1
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated