Three specialised services. Each one built around your exact workflow. Not a product catalogue. A set of deep capabilities delivered by a team that starts by understanding your operation before touching any platform.
Service 01
Merchant cash advance operations are financially complex in ways that generic software was never designed to handle. Factor rates. Multi-position advances. Variable daily remittance. Lender agreement cycles that run in parallel with client management. When these processes are managed across spreadsheets and disconnected tools, the operational cost compounds with every deal added to the portfolio.
YATI Technology builds Merchant Cash Advance Software from the ground up around how MCA businesses actually operate. The result is a single platform that handles every part of the deal lifecycle without manual bridging between disconnected systems.
Who This Is For
MCA funders, lenders, and brokers managing deal volumes where spreadsheet-based calculations and disconnected tools have become the primary operational bottleneck. If your team spends more time maintaining their tools than running their deals, this is the system that resolves that.
Built for MCA Lenders from the ground up
Our Merchant Cash Advance Software is not a generic financial platform with MCA fields added. It is built specifically for how MCA operations work: factor rates, variable remittance, multi-position tracking, and the specific CRM needs of MCA funders and brokers.
What Our Merchant Cash Advance Software Includes
Service 02
Debt settlement operations require a specific set of software capabilities that generic CRM platforms consistently fail to provide. Client payment schedules that vary by account. Individual creditor records with negotiation history. Settlement documentation that needs to be generated and tracked. Compliance obligations that differ by state and creditor. Reporting that reflects settlement performance rather than sales activity.
When settlement companies try to run these workflows through a generic CRM, the result is a system of manual workarounds that grows more fragile with every new account. YATI Technology builds Debt Settlement CRM and Debt Management Software platforms that handle these specific requirements natively.
Debt Settlement Software vs Debt Management Software
Debt Management Software handles the operational layer: payment calculations, creditor tracking, contract automation, and compliance. Debt Settlement CRM handles the relationship layer: client pipeline, team workflow, communication history, and performance reporting. Our platforms combine both in a single system because running them separately is where most settlement companies lose operational efficiency.
Coastal Debt moved from five disconnected tools to one
YATI Technology built a custom Debt Settlement CRM platform for Coastal Debt that consolidated their client management, creditor tracking, payment scheduling, and contract workflows into one operational system.
What Our Debt Settlement CRM Includes
Service 03
Salesforce is a powerful platform. Out of the box, it is built for sales operations. Legal work is not a sales operation. Client matters are not opportunities. Case milestones are not deal stages. Communication history in a legal practice is not a sales activity log.
A Salesforce implementation for a law firm means reconfiguring the platform around legal workflows: how matters open and close, how the team tracks case progress, how client communications get logged and accessed, how billing connects to matter activity. When this configuration is done by a team that understands legal operations, the result is a Salesforce environment that legal professionals recognise immediately as built for them.
Law Firms We Have Implemented This For
Each implementation configured around the specific workflows, practice areas, and team structures of the individual firm.
Salesforce or dedicated legal software?
Dedicated legal software like Clio or Litify provides pre-built workflows for standard requirements. Salesforce is the stronger choice when your requirements are specific to your practice, when you need integration with other business systems, or when you need reporting flexibility beyond what pre-built tools provide. We will give you an honest recommendation in the strategy call.
What Our Salesforce Law Firm Implementation Covers
Service 04
For MCA companies, debt settlement firms, and technology organisations that are already invested in Salesforce or evaluating it as their CRM infrastructure, YATI Technology provides full implementation and configuration services that build Salesforce around your specific operational workflow rather than deploying a generic standard configuration.
SelasTech: Salesforce for a Technology Operation
SelasTech, a software development company, needed Salesforce configured as an operational CRM rather than a sales tool. YATI Technology implemented Salesforce around their specific operational workflows, delivering a CRM environment that reflected how their team actually worked.
What Our Financial Operations Salesforce Implementation Covers
The answer depends on the nature of your workflow requirements, your existing technology, and your timeline. Here is how to think about it.
Choose Custom Software When
Your workflow involves calculations or data structures that no standard platform handles natively (MCA factor rates, debt settlement payment schedules)
You need a system built entirely around your operational process with no compromise to fit a platform's assumptions
Long-term operational cost matters more than initial deployment speed
Your requirements are unique enough that adapting a configurable platform would require as much custom development as building from scratch
Choose Salesforce Implementation When
Your requirements are specific but achievable through Salesforce configuration by a specialist with industry knowledge (law firm case management, operational CRM)
You already have Salesforce infrastructure and want to extend it for an additional business function
Deployment speed matters and a 6 to 10 week implementation timeline fits your situation
You need pre-built integrations with the Salesforce AppExchange ecosystem
Not sure which is right for you?
This is the first question we answer in every strategy call. We map your workflow requirements, existing technology, budget, and timeline and give you an honest recommendation. We build both, so the recommendation is based on what fits your situation, not what we prefer to deliver.
Our Merchant Cash Advance Software includes a payment calculator system with factor rate and remittance tracking, automated contract generation, lender agreement workflow management, Merchant Cash Advance CRM, communication integration, and MCA portfolio reporting. Everything is built around your specific deal flow, not a generic template.
Yes. We implement Salesforce for law firms of all sizes. The configuration scope adapts to your firm size, practice area, and workflow complexity. We will recommend the right approach in the initial strategy call.
Debt Settlement CRM manages the client relationship and operational pipeline: stages, team workflow, communication history, and performance reporting. Debt Management Software handles the operational layer: payment calculations, creditor tracking, contract automation, and compliance. Our platforms combine both in one system.
Yes. We build both custom applications and Salesforce implementations and can integrate the two where needed, connecting a custom operational platform with a Salesforce CRM layer for businesses that need the depth of custom software alongside Salesforce CRM infrastructure.
Whether you run a Merchant Cash Advance business, a debt settlement firm, or a law firm, a free strategy call is where we start. We map your current workflow, identify where your tools are creating friction, and show you exactly what a purpose-built system looks like for your specific operation.
We use cookies to understand how visitors use our site and improve it. Essential cookies are always active. See our Cookie Policy for details.