Our Work

Case Studies

Every project below is live, handling real users and real transactions.

Circular Payments

Circular Payments

FinTech — Merchant Cash Advance

Full-stack MCA portfolio management — from zero to $900K+ funded

From spreadsheet chaos to $902K+ funded with a 3% default rate — 4x below the industry average of 7-12%.

$902,500+

Total Funded

143+

Active Fundings

3%

Default Rate

34%

Renewal Rate

Portfolio Growth

Q115%
Q235%
Q365%
Q4100%

Default Rate vs Industry

BizRethink25%
Industry Avg85%

The Challenge

Circular Payments was managing their entire Merchant Cash Advance operation across spreadsheets, email, and manual reconciliation of daily batch settlements from multiple credit card processors. With 80+ merchants and growing, the manual process was creating reconciliation errors, delayed collections follow-up, and no real-time visibility into portfolio health.

What We Built

We designed and built a complete operations platform from scratch. The system handles the entire MCA lifecycle: merchant applications with AI-powered document analysis (Claude and Gemini), multi-processor batch reconciliation (Payzli, Maverick, GoACH), automated holdback calculation from daily card settlements, default escalation workflows, a unified communications hub (SMS via Twilio, email via Postmark, voice calls), internal ticketing, and a broker management portal.

The Impact

The platform now manages 143+ fundings totaling over $902K in principal with a 3% default rate (well below industry average of 7-12%). Daily batch reconciliation that used to take hours is now automated. The broker portal streamlined application intake, contributing to a 34% merchant renewal rate.

34

Migrations

4

Processors

40-60

Weekly Apps

40 days

Avg Payoff

Key Features Delivered

Multi-processor batch reconciliation (Payzli, Maverick, GoACH, Mercury)
AI-powered document analysis for underwriting (Claude + Gemini)
Immutable financial ledger with payment audit trails
Automated holdback calculation from daily card settlements
Collections escalation workflow with breach detection
Unified communications hub (SMS, email, voice)
Broker portal with commission tracking
7-role RBAC with Row-Level Security
Internal ticketing system with threaded comments
PDF report generation and email delivery

Technology Stack

Next.js 15SupabaseRow-Level SecurityTwilioPostmarkClaude APIGemini AIPandaDocDockerVitest

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