Qualify a lead in minutes
Upload a merchant’s statements and get the underwriting picture back fast — deposit volume, true revenue, balances, and risk signals — so you can size up a lead before you invest a day in it.
For brokers
Qualify a merchant in minutes, before you shop the deal
Every submission that comes back declined costs you time you could spend on deals that fund. MetrikData reads a merchant’s bank statements and gives you the full underwriting picture — deposit volume, true revenue, negative days, and existing advances — so you know whether a lead is worth shopping before you send it anywhere.
- A clear picture of a single lead in minutes
- Existing MCA positions and stacking surfaced upfront
- A shareable PDF report to send with the deal
- Works for any of your merchants’ US banks
The problem
Shopping blind burns your time and your reputation
A broker lives or dies by what gets through. Spend a morning packaging a merchant, shop it to three funders, and watch it come back declined for stacking you couldn’t see — that’s a wasted day and a dent in how those funders read your next submission. The merchants who look strongest on gross deposits are often the ones already carrying two or three advances quietly draining daily cash flow.
MetrikData lets you do the funder’s first pass yourself. Upload the statements, see true revenue against gross deposits, spot existing positions and shaky-looking statements, and decide whether a lead is even worth your time — before you put your name on it. The deals you do shop arrive clean, with the evidence attached, and funders learn that what you send is worth a look.
What you get
Built for the way brokers actually work a lead
Everything here is about one thing: knowing whether a single deal is worth shopping, and presenting it so a funder can say yes faster.
Spot stacking before you shop it
Existing MCA positions and recurring funder withdrawals are surfaced with estimated daily and weekly debt service. Catch the stack yourself instead of hearing about it in a decline.
True revenue, not just gross deposits
Transfers and non-revenue credits are separated out so you see the real external revenue a funder will underwrite against — not an inflated top line that won’t hold up.
Flag shaky statements early
MetrikData surfaces signals that a statement may have been altered, so questionable paper gets a second look before it ever reaches a funder and costs you credibility.
Send a clean report with the deal
Export a professional PDF report that lays out the numbers and the evidence behind them. Attach it to the submission so the funder sees a packaged, ready-to-review deal.
Works with your merchants’ banks
Read statements from all major US banks — Chase, Bank of America, Wells Fargo, Citi, U.S. Bank, PNC, Truist, Capital One, TD Bank, and regional and community banks — text-based or scanned.
In practice
From statements to a shoppable deal
Upload the merchant’s statements
Drop in the bank-statement PDFs — text-based or scanned. Every transaction and daily balance is read and laid out for you to review and edit before analysis.
Read the picture
See true revenue against gross deposits, negative-balance days, NSF activity, and any existing advances with their debt service — so you know exactly where the deal stands.
Shop the deal with evidence
Decide whether it’s worth shopping, then export a clean PDF report and send it with the submission. Every number links to the transactions behind it, so funders can verify fast.
FAQ
Common questions
How fast can I qualify a merchant?
Upload the statements and you have the full picture in minutes — deposit volume, true revenue, negative days, NSF activity, and any existing advances. It’s the first pass a funder would do, done before you decide whether to shop the deal.
Can I send the report to a funder?
Yes. Every analysis exports to a shareable PDF report you can attach to a submission, plus a CSV if a funder wants the raw transaction data. Each figure links back to the underlying transactions so it’s easy to verify.
Does it decide if the deal is approved?
No. MetrikData is not a decision engine — it never approves or declines a deal or suggests an advance amount. It gives you and your funders a clear, evidence-backed picture, and the decision stays with the people making it.
What does the free trial include?
Four free analyses for the life of your account, with no credit card required. Run a few real merchant files end to end, including the PDF and CSV exports, before deciding on a paid plan with team seats.
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Shop deals that fund, not deals that bounce
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