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What is connected today

Each row reads lib/product-status.ts on the server. A capability shows Live only when credentials and feature flags prove it is usable in this environment, and a row whose own step cannot finish without file storage stops showing Live when the last storage health check failed.

Status checked 2026-10-16 18:55:13 (UTC). Values reflect this deployment's configuration, not a marketing promise.

CapabilityStatusWhen not usable
Automated earner payoutsConnection pendingEarnings accrue and are visible to each earner now. Disbursement switches on when the payout rail is connected.
Automated staff mailbox provisioningConnection pendingStaff mailboxes are created by an administrator in Google Workspace.
Bank statement uploadStatements and documents are type-checked and screened for active content. They are not antivirus-scanned. A statement or document a merchant uploads clears only if it passes that screen, and is added to the file lenders review only once it has cleared. A file that cleared before a check began on its kind of upload does not have to pass that check, so a merchant's statement or document that cleared then can still reach the file lenders review.LiveUsable now
Business credit bureausConnection pendingYour file still goes out; funders read the bank data and your profile.
Business verification (KYB)When the EIN is entered and again at submit, every business is screened against the OFAC sanctions list and looked up in its state registry where the state publishes one we read automatically: New York, Colorado, Connecticut, Oregon, Pennsylvania and Texas, where the Texas filing also confirms the EIN. Elsewhere a funder on the file can ask for the registry check. Each file says what was and was not checked.Live, reviewedUsable now
Card issuer referralsConnection pendingCard comparison and fit reads work today, and every apply link goes straight to the issuer.
Consent certificate checkConnection pendingThe consent proof the seller delivered with each bought record is stored with it and read before every dial.
Contract analysisLiveUsable now
Direct bank connectionConnection pendingUpload your last three bank statements instead - it reads the same data.
Do Not Call Registry checkConnection pendingEvery dial still checks the internal do-not-call list, the calling window where the lead is, and the consent proof on each bought record.
Employee wage payoutConnection pendingEmployee commissions are exported to payroll, not paid from the app.
Funding account connectionConnection pendingConfirm funding by uploading executed contracts and funding evidence meanwhile.
Gmail and CalendarConnection pendingCallbacks and consultations are tracked in the CRM now. Connecting Google adds one-click calendar invites and Gmail drafts.
ID and ownership verificationLive, reviewedUsable now
In-app callingConnection pendingCalls placed from inside the dashboard switch on with the voice provider. Consultation callbacks are placed by an advisor by phone.
In-app signingLiveUsable now
Lead sourcingConnection pendingAdd prospects by hand until a compliant, approved source is connected.
Lender routingLiveUsable now
Lender shop approval workflowLiveUsable now
MCA position detectionLiveUsable now
New Matrix AI chatLiveUsable now
Offer comparisonLiveUsable now
Paid plansLiveUsable now
Partner overrides and referral compLive, reviewedUsable now
Payment method on fileLiveUsable now
Phone line checkConnection pendingThe verified application and the uploaded bank statements carry this file on their own.
Post-funding monitoringConnection pendingWithout a connected bank account nothing is monitored after funding, so no red-flag alerts are sent.
SBA lender referralsConnection pendingThe SBA readiness estimate and document checklist run today. Files route to reviewed funders under agreement.
Statement analysisReads the PDF your bank issues and its CSV or Excel export line by line. A scanned statement PDF of up to 12 pages, and a phone photo or screenshot of a statement, are read by text recognition on our own servers, whether uploaded on the Documents page, in place of a bank connection, or straight to an application or a deal, and are used only when the balances they print confirm every amount and every date falls in order inside the statement period. A statement the merchant photographs page by page is read as one statement once the photos of the pages with its opening and closing balances are in.LiveUsable now
Text notificationsConnection pendingEmail notifications are on.
UCC lien searchLive, reviewedUsable now

Third-party vendors and data recipients are listed separately on Subprocessors.