We Build the Software Your Business Actually Needs
Custom Merchant Cash Advance Software and Debt Settlement CRM for financial operations teams. Salesforce implementations for law firms that solve real client management, case tracking, and communication challenges. Every system we build is designed around your exact workflow, not a template.
Trusted by industry leaders
What We Build
Purpose Built Software for Complex Workflows
Merchant Cash Advance Software and Debt Settlement CRM
Custom operational platforms for MCA funders, lenders, and debt settlement companies. Payment calculators, automated contracts, lender agreement workflows, and Debt Settlement CRM consolidated into one purpose built system.
Salesforce for Law Firms: Legal Case Management and CRM
We have implemented Salesforce for law firms managing client matters, case tracking, and team communication. Every implementation is configured around the specific workflows of the practice, not a generic CRM template.
Salesforce Implementation for Financial and Technology Operations
Salesforce implementations for financial services companies and technology organisations that need CRM infrastructure configured around their specific operational workflows rather than a standard sales pipeline.
How we work
Your workflow drives everything
Map Workflow
Understand your operation
Design System
Built around your process
Build & Test
With your team involved
Go Live
Full support at launch
Every system starts from your workflow, not a generic template.
We Start With Your Workflow. Then We Build.
Most technology companies show you a product and ask if it fits. We do the opposite.
Before we write a single line of code or configure a single Salesforce field, we spend time mapping exactly how your business operates. Every deal stage. Every client interaction. Every point where your current tools create friction, manual effort, or lost data.
That process is what allows us to deliver Merchant Cash Advance Software that actually reflects how your MCA operation runs, Debt Settlement CRM platforms that match your exact client and creditor workflows, and Salesforce environments for law firms that legal teams use every day because they were built around how the practice works, not how a CRM template assumes it works.
The difference between a system your team uses and a system your team works around is whether the software was designed around your workflow or you were expected to adapt to it. Every system we build starts from your workflow. Not from ours.
Start a conversationThree Operational Challenges We Solve Consistently
Fragmented Financial Operations
Multiple tools that do not talk to each other
MCA and debt settlement businesses typically manage payment calculations in spreadsheets, contracts in email, lender agreements in a separate system, and client records in a CRM that does not quite fit. Every tool creates manual work and every gap between tools creates errors. We build one platform that handles all of it.
Generic Software That Does Not Fit
Off-the-shelf CRMs built for someone else's workflow
Generic CRM platforms are designed for standard sales operations. They were not designed for MCA factor rate calculations, debt settlement creditor workflows, or law firm matter tracking. When you force your operation into a generic tool your team spends more time working around the software than running the business.
Salesforce That Nobody Uses
Salesforce implementations that miss the workflow
Most Salesforce implementations fail because the platform is configured around a generic template rather than how the business actually operates. Law firms end up with a system that speaks the language of a sales team, not a legal practice. We configure Salesforce around your specific workflow so your team actually uses it.
What Our Systems Handle
Purpose built capabilities that replace the manual processes, spreadsheets, and disconnected tools holding your operation back.
MCA payment calculator with factor rates, remittance, and multi-position tracking
Replaces: Manual spreadsheet calculations across multiple positions
Automated contract generation from deal parameters
Replaces: Manual document preparation and email-based contract management
AI driven lender agreement workflows
Replaces: Email threads and manual follow-up for every lender interaction
Debt Settlement CRM with creditor tracking and payment schedules
Replaces: Generic CRM plus separate spreadsheets for payment data
Salesforce legal case management with matter tracking and deadlines
Replaces: Disconnected email, calendar, and billing systems for case management
Communication history consolidated across the whole team
Replaces: Personal email accounts with no shared client interaction record
Systems we have built and delivered
Named Clients Across Financial Services and Legal
Every logo below represents a system built to spec, not adapted from a template.
From Your First Call to a System Your Team Uses Every Day
We Map Your Workflow
A strategy call where we map every step of your operation: how deals flow, how clients are managed, where your current tools create friction, and what a better system looks like for your specific situation.
We Design Around Your Process
We architect a solution specifically around your workflow. Whether that is a custom Merchant Cash Advance Software platform, a Debt Settlement CRM, or a Salesforce implementation for your law firm, the design reflects exactly how your business operates.
We Build and Test With You
We build in phases and keep you involved throughout. By the time your system goes live, your team already knows how to use it because they have been part of building it.
We Stay Involved After Launch
The weeks after go-live are when most implementations either succeed or fail. We remain actively engaged after launch to resolve issues quickly and refine the system based on real usage.
We Map Your Workflow
A strategy call where we map every step of your operation: how deals flow, how clients are managed, where your current tools create friction, and what a better system looks like for your specific situation.
We Design Around Your Process
We architect a solution specifically around your workflow. Whether that is a custom Merchant Cash Advance Software platform, a Debt Settlement CRM, or a Salesforce implementation for your law firm, the design reflects exactly how your business operates.
We Build and Test With You
We build in phases and keep you involved throughout. By the time your system goes live, your team already knows how to use it because they have been part of building it.
We Stay Involved After Launch
The weeks after go-live are when most implementations either succeed or fail. We remain actively engaged after launch to resolve issues quickly and refine the system based on real usage.
Tell Us How Your Business Operates. We Will Build the System Around It.
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.
Frequently Asked Questions
YATI Technology builds custom Merchant Cash Advance Software and Debt Settlement CRM platforms for financial operations teams, and implements Salesforce as a complete legal case management and CRM solution for law firms and technology companies. Every system we deliver is built around the specific workflow of the client, not a generic template.
Merchant Cash Advance Software is a purpose built application managing MCA operations including factor rate payment calculators, daily remittance tracking, multi-position advance management, automated contract generation, and integrated CRM. YATI Technology builds Merchant Cash Advance Software designed around each client's exact deal flow and operational process.
Yes. YATI Technology has implemented Salesforce for law firms including Louis Law Firm, Pathway Law Firm, and NuLaw. Our implementations solve the three most common operational challenges in legal practices: client management, case tracking, and communication history.
Debt Settlement CRM is a client and operations management platform built for the specific workflows of debt settlement companies. It handles client payment schedules, creditor negotiation tracking, automated contract generation, compliance logging, and operational reporting in one system designed around how settlement businesses operate.
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