Capital Shack – Intelligent OCR Workflow for Merchant Application Automation
Product Overview
Capital Shack Funding LLC is a short-term working capital provider, specializing in merchant cash advances (MCA) and syndication opportunities. Founded as a rebrand of Zahav Asset Management in 2023, their operations are powered by proprietary underwriting models, a custom CRM, and tight ISO relationships.
To eliminate manual data entry and accelerate deal processing, the goal was to build an automated document intelligence pipeline.
App Strengths
Strategic Takeaways & Highlights
- ~75% reduction in manual entry time
- Fewer data entry errors due to OCR + validation logic
- End- to-end integration between Google Workspace, AppSheet, and Document AI
- Staff efficiency gains, freeing time for underwriting and compliance
Technologies Used
Zapier
Gmail
Google Forms
Google Sheets
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