The manual way (1 minute/month)
On the 28th:
- Check your MCA broker portal for your ending balance
- Go to mcadash.com
- Click the "Update" button (or wait for the email reminder)
- Enter your ending balance
- Optional: enter the withdrawn amount
- Optional: upload a new CSV
- Click Save
That's it. Takes 1 minute.
The automated way (0 minutes/month)
Add Auto-Sync ($19.99/month per wallet):
Auto-Sync connects directly to supported funder portals and refreshes your wallet every business day. If your funder isn't supported yet, import their CSV export — it takes a minute.
- Open Auto-Sync on your dashboard
- Connect your supported funder portal
- Select which wallet(s) to automate
- Save your wallet connections
Here's what happens automatically:
- Every business day at 6:30 PM ET, Auto-Sync connects to your supported portal
- Refreshes balances, payments, and new deals after a successful sync
- Captures month-boundary balances from the portal
- Keeps existing figures if a sync is held or fails
If your funder isn't supported yet, use manual CSV import.
Why monthly updates matter
Each month, your dashboard needs to know:
- What's your current wallet balance?
- What came in and went out?
- What's your portfolio trend?
Without monthly updates your dashboard goes stale and partners see outdated numbers. With monthly updates, partners always see current status.
What happens if I miss a month?
- You'll get a reminder email
- You can update anytime (catch-up)
- Old months don't disappear
- The dashboard recalculates when you update