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Related Headlines
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| 08/06/2025 | Cloudsquare: New site, new brand direction |
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Stories
Square Loans Originates $1.64B in Small Business Loans in Q2
August 8, 2025Block’s merchant financing division, Square Loans, continues to lead the competition. The company originated $1.64B in small business loans in Q2, up slightly from $1.59B in Q1. That puts them on pace for $6.5B for the year and allow them to maintain their top position among small business finance companies that AltFinanceDaily tracks. Square Loans’ advantage is that its customers repay their loans automatically through their daily Square POS transactions.
Overall, Block CEO Jack Dorsey announced that the entire company is “Back on offense.”
“We had a strong second quarter,” wrote Dorsey in his shareholder letter. “Square GPV grew 10% year over year and Cash App gross profit grew 16% year over year, accelerating as we exited Q2.”
Cloudsquare Unveils New Website and Brand Direction, Cementing Its Role as the Leading Lending Platform for Alternative Finance
August 6, 2025LOS ANGELES, CA – August 06, 2025 — Cloudsquare, the highest-rated Salesforce partner in the lending industry, today announced the launch of its newly redesigned website, marking a significant milestone in the company’s evolution from general Salesforce consultancy to a purpose-built platform provider focused exclusively on brokers and lenders in the alternative finance space.
Built natively on Salesforce, the world’s #1 CRM, Cloudsquare’s lending platform gives brokers and funders the power to automate workflows, reduce risk, and scale faster than ever before across all verticals of alternative financing.
“This website doesn’t just show off what we’ve built—it reflects who we’ve become,” said Jeffrey Morgenstein, CEO of Cloudsquare. “We’ve spent years quietly building the most flexible, powerful lending platform in the market. Now we’re ready to show the industry exactly what we’ve been up to.”
Reflecting on Platform-First Identity
Since its founding in 2018, Cloudsquare has operated as both a Salesforce implementation partner and software platform provider. But over time, it became clear that the biggest impact came from one thing: delivering the end-to-end platform that lenders actually needed.
Over the past year, Cloudsquare has fully aligned its pricing, delivery model, and internal roadmap around this platform vision—sunsetting general Salesforce consulting and doubling down on technology, support, and services designed specifically for the lending industry.
“Every improvement we’ve made, and continue to make, is thanks to the feedback and insight of our customers,” said Paul Albuquerque, Director of Product. “We’re proud to have built the platform from the ground up, but it’s our customers who help us refine it every day to meet the evolving needs of the lending industry.”
A Streamlined Buying Experience and Smarter Pricing
The new website gives prospects a crystal-clear view into what the platform can do—featuring in-depth product demonstrations, real-world use cases, and simplified module breakdowns that make it easy to evaluate Cloudsquare’s fit for any lending model.
The company has also introduced a restructured pricing model, making Cloudsquare one of the most affordable enterprise-grade lending platforms available.
“We’ve made Cloudsquare more accessible—without cutting a single corner,” said Dennis Mikhailov, Chief Revenue Officer. “Whether you’re a solo broker or an enterprise lender, you should have access to world-class software that drives results.”
Implementation, Support, and Continuous Innovation Cloudsquare’s delivery team plays a hands-on role in every implementation and continues to support customers long after go-live. Every new client starts with one of Cloudsquare’s structured implementation packages—now more affordable thanks to the new pricing model.
Once live, customers benefit from ongoing, free product support designed to ensure long-term success. And because Cloudsquare operates as a modern SaaS platform, customers get access to continuous innovation—including new features, evolving workflows, and cutting-edge tools powered by artificial intelligence and automation.
For teams that need more advanced customization or support, Cloudsquare offers flexible options including Consulting on Demand and Managed Services programs—ensuring every lender can scale on their terms.
“We don’t just deliver software, we deliver outcomes,” said Christelle Asmar, Director of Delivery. “As the market changes, our platform evolves, so our customers are always equipped with the latest tools to compete, grow, and lead.”
Additional Information
The relaunch of Cloudsquare’s website marks a pivotal moment in the company’s growth and platform maturity. With a modular architecture, streamlined pricing, hands-on delivery services, and continuous feature innovation—including AI-powered tools—Cloudsquare is positioned to be the technology partner of choice for brokers, lenders, and funders across all alternative lending verticals. For product details, implementation packages, or to request a live demo, visit www.cloudsquare.io or contact the Cloudsquare team directly.
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce, to deliver unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides robust, scalable solutions that empower clients to achieve greater efficiency and growth. Celebrated by industry leaders, Cloudsquare has earned a place on the Inc. 5000 list as one of America’s fastest-growing companies and is consistently rated a top service provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
For media inquiries, please contact:
Cloudsquare Marketing Email: marketing@cloudsquare.io
Cloudsquare lending platform now integrated with Forward Financing
July 28, 2025Los Angeles, CA – July 28, 2025 – Cloudsquare, the leading provider of Salesforce-powered merchant cash advance (MCA) solutions, has announced the addition of Forward Financing to its expanding library of lender connections, strengthening its position as the most advanced lending platform on the market.
This new lender API module enables brokers to submit applications, receive offers, and track deal statuses all from within the Cloudsquare Broker platform, eliminating friction and accelerating decision-making in one of the most competitive areas of alternative finance.
Key Features of the Forward Financing Module:
· Submission Status Tracking: Stay updated in real time with polling-based updates, no more inbox-hunting or status guessing.
· Offer Generation: Offers are delivered directly into Cloudsquare, streamlining your workflow.
· Declined Details: Receive clear reasons for declines, allowing teams to adjust and resubmit quickly.
· Document Upload: Upload and manage application files using a dedicated endpoint.
· Industry Picklists: Keep submissions clean and categorized with discrete industry values.
This enhancement is part of Cloudsquare’s ongoing mission to offer the most powerful and scalable lending platform in the industry, giving brokers access to more funders, faster automation, and an unmatched ability to scale.
Explore more about this connection here
About Cloudsquare
Cloudsquare is the most powerful end-to-end lending platform built natively on Salesforce. Designed to automate and streamline every stage of the lending lifecycle—from lead to funding to servicing—our platform helps financial organizations move faster, scale smarter, and close more deals with confidence. Trusted by top lenders and rated #1 on the Salesforce AppExchange, Cloudsquare combines AI-powered automation with unmatched configurability to transform how lending teams operate.
For media inquiries, please contact:
Cloudsquare Marketing Email: marketing@cloudsquare.io
Cloudsquare Launches the New and Most Powerful Integration With Loot
June 18, 2025Los Angeles, CA – June 17, 2025 – Cloudsquare, a leader in Salesforce MCA and Salesforce lending solutions, has announced the release of its newest Lender API module—this time with Loot, a fast-growing alternative funder known for speed and automation.
This API-powered connection is now available within Cloudsquare, the most robust Merchant Cash Advance CRM built on Salesforce. With it, brokers can submit deals, track statuses in real-time, manage files efficiently, and generate offers faster—all without leaving their CRM.
Key Benefits of Loot:
- Real-Time Status Tracking via webhooks
- Simplified File Uploads through a dedicated endpoint
- Automated Offer Generation—no pre-approval waiting
- Decline Reason Visibility for smarter resubmissions
- Categorized Industry Picklists to streamline underwriting
Built for funders and brokers who rely on Salesforce for MCA, this new module eliminates redundant tasks and helps users close more deals in less time—with greater accuracy.
How Cloudsquare is Elevating the MCA Industry
Cloudsquare continues to lead the charge in redefining the lending landscape by offering fully integrated, Salesforce-powered solutions tailored for MCA brokers and lenders. With a suite of over 20 lender API integrations, Cloudsquare Broker empowers brokers and lenders to streamline processes, increase deal volume, and elevate customer satisfaction.
Explore More on Our Website Here.
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce, to deliver unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides robust, scalable solutions that empower clients to achieve greater efficiency and growth. Celebrated by industry leaders, Cloudsquare has earned a place on the Inc. 5000 list as one of America’s fastest-growing companies and is consistently rated a top service provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
For media inquiries, please contact:
Cloudsquare Marketing Email: marketing@cloudsquare.io
CS Lend 4.0 Fuji Release Unveiled: Cloudsquare Launches AI-Driven Enhancements to Modernize Loan Management
May 21, 2025
LOS ANGELES, CA – May 20, 2025 – Cloudsquare, the leading Salesforce-powered lending platform, proudly announces the release of CS Lend Spring 2025—a major evolution in lending automation that equips brokers and lenders with powerful AI-driven tools to streamline operations, speed up decision-making, and scale with precision.
What’s New in CS Lend Spring 2025?
IntelliParse: AI-Powered Document Processing
Automate the parsing of ISO applications and bank statements. Extract borrower data directly from PDFs and sync structured records into Salesforce—faster, more accurately, and with no manual entry.
DataMerch Integration: Fraud Prevention Built In
Verify merchants instantly with native access to DataMerch inside CS Lend. Search, tag, and manage merchant risk without switching platforms.
Commission Module: Streamlined ISO Payouts
Set flexible commission rules, automate payouts, and generate ACH-ready files. Gain complete visibility into earnings and eliminate spreadsheet-based tracking.
File Management Enhancements
Classify, organize, and retrieve files with smart attribution and improved metadata. Spend less time searching and more time closing.
The Spring ’25 Release gives lenders the edge they need to succeed in today’s fast-paced MCA and lending markets. From reducing underwriting time to preventing risk and automating ISO payments, Cloudsquare continues to lead in delivering technology that drives speed, scale, and smarter lending decisions. Find out more on our blog: https://link.cloudsquare.io/8oLA
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce to deliver unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides robust, scalable solutions that empower merchants to achieve greater efficiency and growth. Celebrated by industry leaders, Cloudsquare has earned a place on the Inc. 5000 list as one of America’s fastest-growing companies and is consistently rated a top service provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
For media inquiries, please contact:
Cloudsquare Marketing Email: marketing@cloudsquare.io
Square Originated $1.59B in Business Loans in Q1
May 2, 2025Square Loans, a subsidiary of Block, originated $1.59B in business loans in Q1, according to the company’s latest earnings report. Despite being the largest online small business lender that AltFinanceDaily tracks, the company spent most of the quarterly call talking about its new consumer lending product, Cash App Borrow.
Square’s Q1 business loan figures puts them on pace to exceed their total volume in 2024, when they hit $5.7B. The subject of tariffs did not arise on the earnings call at all and Block had an overall positive quarter with $190M in net income.
Cloudsquare Launches IntelliParse to Automate Application Intake and Financial Analysis—powered by Heron
April 9, 2025Los Angeles, CA – April 9, 2025 – Cloudsquare, a leading provider of cloud-based lending platforms, today announced the launch of IntelliParse, a proprietary AI engine built to eliminate manual document processing and accelerate deal flow. Now integrated into Cloudsquare’s Origination Module, IntelliParse streamlines borrower intake, automates data extraction, and delivers real-time financial analysis—making underwriting faster, intelligent, and more scalable.
To enhance its financial parsing capabilities, IntelliParse integrates directly with Heron Data, a pioneer in AI-powered workflow automation. Heron’s platform uses advanced machine learning and large language models to automate document-heavy workflows—transforming how businesses extract, enrich, and sync financial data at a scale.
“IntelliParse is built for funders who need speed, precision, and automation across the entire intake process—without breaking the bank,” said Jeffrey Morgenstein, CEO of Cloudsquare. “Heron isn’t just a parsing tool; it’s one of the most trusted and continuously evolving AI/ML technologies in space. Heron has a deep understanding of the MCA industry and the key data points that funders need with over 130 funding customers, making them a powerful and reliable solution for funders who demand both accuracy and affordability.”
IntelliParse Unlocks Major Efficiency Gains for Funders and Brokers:
AI-Powered Application Parsing
IntelliParse dramatically reduces intake time by automatically extracting key borrower information—including business name, requested amount, entity type, and contact details—from scanned PDFs and email attachments. Using advanced OCR and machine learning, it instantly syncs all data into the Cloudsquare platform. This enables teams to process more submissions in less time, eliminate costly manual errors, and accelerate approvals without increasing headcount.
Bank Statement Analysis
Integrated with Heron Data’s industry-leading transaction intelligence, IntelliParse transforms static bank statements into real-time financial insight. It analyzes cash flow patterns, flags NSFs, detects potential fraud and uncovers actual revenue — all without requiring manual effort. The system also identifies recurring payments—revealing hidden debts and financial obligations that enhance underwriting accuracy and reduce risk.
Unlike standalone solutions that require teams to build custom dashboards or workflows, IntelliParse comes ready to use within the Cloudsquare platform. A pre-built, intuitive dashboard gives customers immediate access to actionable insights—eliminating technical lift and accelerating time to value.
“We’re proud to support IntelliParse by bringing Heron’s real-time financial intelligence into Cloudsquare’s platform,” said Johannes Jaeckle, CEO of Heron Data. “Our mission is to remove repetitive, manual work so teams can focus on smarter decisions—and this integration does exactly that.”
For more information or to schedule a demo, visit our website.
Media Contact – Cloudsquare
Cloudsquare Marketing Email: marketing@cloudsquare.io
https://cloudsquare.io/
Media Contact – Heron Data
Byron Henry
Product Owner – SMB Lending
byron@herondata.io
www.herondata.io
Cloudsquare Unveils the Innovative Credibly Integration
March 31, 2025Los Angeles, CA – March 17, 2025 – Cloudsquare, the leading end-to-end lending platform powered by Salesforce, is once again pushing the boundaries of efficiency in the Merchant Cash Advance (MCA) industry. The company has just announced its latest API integration with Credibly, a trusted name in business financing, promising to transform how brokers and lenders manage deal submissions, approvals, and funding workflows.
With automation at the core, this integration eliminates the tedious, manual processes that slow down funding, giving brokers and lenders a direct pipeline to Credibly’s lending platform—all within Cloudsquare.
A Smarter, Faster, and More Reliable Lending Workflow
Cloudsquare’s Credibly Lender API Integration delivers a suite of powerful features designed to help brokers move deals through the pipeline faster than ever:
✅ Seamless API Submissions – Send applications directly from Salesforce to Credibly—no emails, no extra steps.
✅ Bulk File Uploads – Upload multiple documents at once, improving operational efficiency.
✅ Real-Time Status Tracking – Stay updated on submission progress and approvals instantly.
✅ Automated Decline Insights – Get detailed rejection reasons, allowing brokers to refine applications and increase approval rates.
✅ Smart File Management – Reduce storage burdens by sending secure file URLs instead of large attachments.
“Speed and efficiency are everything in MCA, and our integration with Credibly ensures brokers and lenders never lose momentum,” said Jeffrey Morgenstein, CEO at Cloudsquare.
Redefining MCA Lending with Cloudsquare
Cloudsquare continues to lead the way in MCA technology, delivering seamless integrations and smart solutions that help brokers scale their businesses with confidence. With the addition of Credibly’s API, the company reinforces its commitment to faster funding, smarter lending, and better broker-lender collaboration.
Want to see the Cloudsquare + Credibly integration in action? Visit Cloudsquare today to learn more.
About Cloudsquare
Cloudsquare is the leading end-to-end lending platform, uniquely powered by Salesforce to deliver unparalleled flexibility and innovation for lenders and brokers. With a commitment to optimizing lending processes through cutting-edge technology, Cloudsquare provides robust, scalable solutions that empower clients to achieve greater efficiency and growth. Celebrated by industry leaders, Cloudsquare has earned a place on the Inc. 5000 list as one of America’s fastest-growing companies and is consistently rated a top service provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
For media inquiries, please contact:
Cloudsquare Marketing
Email: marketing@cloudsquare.io
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