Custom software & AI for SMB finance

Custom Software & AI
for SMB Finance.

Every funding shop works differently. We build custom software and AI solutions around your CRM and workflows to cut manual work, lower costs, and help you grow more profitably.

Starting at $99/month. Pricing increases with the services you need and the level of customization.

How we can help

How we can help
OnDeck logo
Credibly logo
BBF logo
Channel Partners logo
Fundmerica logo
ByzFunder logo
Yarrow logo
CAN Capital logo
Kapitus logo
Clear Skies logo
Crestmont logo
Formula Funding logo
View Ridge logo
Amur logo
Forward logo
PEAC logo
Bitty logo
Expansion logo
Mulligan logo
Specialty logo
Idea logo
Better Business Funding logo

3x funding volume.
One connected workflow.

New-business and renewal applications with rep-specific campaign links. Bank statement screening and lender routing. Eligible deals submitted within 30 seconds, even off hours.

Inside Salesforce, custom triggers convert leads using BBF’s decision tree and stop deals that miss internal or lender criteria. An AI email listener syncs lender decisions, with custom notifications to the assigned rep and designated people at each step.

See what we built for BBF
“So good we even referred him to others in spite of wanting to keep the secret sauce. We've found our tech partner for life.”
Joe BacichJoe BacichOwner, Better Business Funding

BBF reported 3x funding volume over 12 months. The customer story explains the implementation and measurement context.

What our clients
have to say.

""So good we even referred him to others in spite of wanting to keep the secret sauce. We've found our tech partner for life and he handles everything in our business from lead intake, AI-powered analysis and partner matching, to submission automation.
Joe Bacich · Owner, Better Business Funding
Read their customer story

Client results

The results our clients see.

Faster approvals, a higher closing percentage, and lower overhead since working with Big Tuna.

Schedule a Free Consultation
Illustrative finance team reviewing a deal together
ApplicationsAnalysisApprovals

95%

Reduction in lead-to-approval time

Source: Better Business Funding, client-reported. Measurement dates pending confirmation.

25%

Relative increase in closing rate

Closing rate rose from 20% to 25% — a 5 percentage point gain. Source: Better Business Funding, client-reported. Measurement dates pending confirmation.

20 min → 30 sec

Manual submission time → with Big Tuna tools

Source: Better Business Funding, client-reported. Timing varies with package readiness and configuration.

See the Broker Portal

From application to lender decision.

One example of what we build: application intake, document analysis, lender submissions, and CRM updates working together. We customize the fields, rules, review steps, and notifications for your shop.

Explore the Broker Portal →

Who you work with

Work directly with the people building your software.

We learn your operation and stay involved from the first workflow discussion through implementation and ongoing improvements. Your project is built around your CRM, your team, and the way you fund or place deals.

Meet the whole team
Johnny Accardo, Founder & CEO at Big Tuna Solutions

Johnny Accardo

Founder & CEO

Your operation, priorities, and workflow.

Works with you on the business problem, what the software needs to do, and the process your team will use.

Dylan Normandin, CTO at Big Tuna Solutions

Dylan Normandin

CTO

Your software, integrations, and implementation.

Leads architecture, development, CRM connections, and the engineering behind your automations.

Custom software & AI for SMB finance

What We Do and How We Operate

We’re more than a CRM, a bank parser, or any single tool. We’re a dedicated team that builds custom software and AI solutions for SMB finance companies.

We work directly with brokers and funders to understand their operation, connect their systems, and take repetitive work off their team’s plate. Your CRM, your process, and the problems you need solved determine what we build.

  1. Tell us where your team loses time, what gets done by hand, and what your current systems can’t handle.

    We have tools ready for online applications, bank statement analysis, submissions, lender decision syncing, and backdoor prevention. But most of our work is custom. We tailor the software to the problems you’re dealing with, without tying you to a specific CRM or telling you how to run your shop.

  2. We map the workflow, integrations, and points where your team needs to review a file. Then we agree on a written scope, deliverables, pricing, and priorities before building. If you need a change, we review its impact on scope and cost with you before additional work begins.

  3. Review working software with the people building it. We test representative files, field mappings, notifications, and exceptions with your team before launch. We agree on the handoff, support arrangements, and maintenance included in your project, then scope further improvements as your processes or partners change.

Working with Big Tuna01 / 03
Your team + our team
Your shop

“We’re backed up every day chasing applications, submitting deals, and tracking down lender decisions. We’re losing deals because we can’t move fast enough or keep everything organized.”

Big Tuna

Walk us through how a deal comes in and gets funded. We’ll find where files get stuck and build the intake, submissions, and decision tracking around your team.

Start with the work your team actually does.
Consultation
Plan the build
Build & support
Select a step to see how it works
Schedule a Free Consultation

Know what to expect

Clear expectations for the build, your data, and what comes next.

A scope you can review

Agree on the workflows, integrations, deliverables, pricing, and priorities before the build. Review proposed changes and their effect on scope and cost before additional work begins.

Clear data-handling requirements

Discuss the documents your workflow handles, the systems and people that need access, and storage and deletion requirements during scoping. Our Privacy Policy explains how submitted information is used and how service providers may support delivery.

Support planned before launch

Agree on the handoff, who to contact, and the ongoing support and maintenance included in your project. New lender rules, CRM changes, and additional automations can be scoped as your operation evolves.

Customer introductions depend on the customer’s permission and availability. We can discuss relevant published customer stories during your consultation.

Benefits of Working With Us

Why Our Clients
Keep Choosing Big Tuna

A dedicated team that understands SMB finance, learns your operation, and stays with you to build, support, and improve the software that moves your business forward.

Built by People Who Know the Industry

20+ years of combined experience across MCA sales, operations, marketing, and software.

Cartoon team representing MCA sales, operations, marketing, and software backgrounds, from left to right
SalesOperationsMarketingSoftware

Your dedicated software & AI team Direct access to the people who design, build, and support your solutions.

Time and money savings Automate repetitive work, reduce operating costs, and give your team more time to build relationships and close deals.

Ongoing development & support

Built to Evolve With You New workflow, new integration, new challenge. We keep developing your portals, reporting, and automations as your business grows.

Common questions,
clear answers.

Have a question? We'd love to hear from you. Reach out anytime, and we'll get back to you as soon as possible.

We work as your dedicated software and AI team. We start by learning your business, your systems, and the problems holding you back. Then we scope, design, and build solutions around your workflow, with direct support and ongoing improvements as your needs evolve.