Custom software & AI for SMB finance
The #1 SMB Finance
Software Company.
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.
For brokers, funders, and the teams moving SMB finance forward.
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 developer for life and he handles everything in our business from lead intake, AI-powered analysis and partner matching, to submission automation.
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
95%
Reduction in lead-to-approval time
Move from a new lead to a lender approval with far less manual processing.
50%
Increase in closing percentage
Turn more of the opportunities coming into your shop into funded deals.
Thousands
Saved each month in overhead
Reduce the cost of repetitive processing, data entry, and follow-up work.
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.
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.
We walk through the file with you, from application or ISO submission through funding. Together, we decide what to automate, what needs a person’s review, and how it should connect to your CRM. You’ll know what we’re building, what it will cost, and what comes first.
We build and test against your actual process, work through exceptions with your team, and get it ready for day-to-day use. After launch, we handle support and keep improving the software as your volume, products, and requirements change.
“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.”
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.
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.
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.
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.