Cloudsquare, the #1 rated end-to-end lending platform built on Salesforce, is helping lenders bring greater control, visibility, and consistency to payment operations through its partnership with ACH Works, a leading ACH payment processor and risk management provider.
For many lending teams, the biggest challenge isn’t initiating payments. It’s trusting that the data in their system is accurate. Returns, retries, status updates, and reconciliation are often handled across disconnected systems. As a result, teams frequently log into their ACH provider’s portal to confirm whether a payment cleared, failed, or returned. That extra step slows down operations, increases manual work, and introduces risk.
With the ACH Works integration, servicing teams can rely on accurate payment activity inside Cloudsquare without double checking external systems.
What This Means for Lenders
With ACH Works integrated into Cloudsquare, lenders can:
- Automate ACH payments and recurring collections within existing workflows
- Trust that payment statuses are accurate and always up to date
- Eliminate the need to check multiple systems or manually reconcile transactions
- Manage payments and collections in one reliable system as they scale
This approach allows lenders to move away from reactive servicing and toward a more controlled, system-driven operation.
Built for Real-World Payment Complexity
“Managing ACH payments gets messy fast,” said Jeffrey Morgenstein, CEO of Cloudsquare. “A borrower wants to change their schedule, adjust amounts, or pause payments, and suddenly it becomes manual work and back-and-forth. ACH Works gives us the payment infrastructure, and Cloudsquare makes it easy to manage everything in one place.”
ACH Works provides ACH payment processing and risk management solutions for businesses that require secure and compliant transaction handling. When integrated with Cloudsquare, this infrastructure becomes part of the lender’s day-to-day workflow rather than a separate system to manage.
“Lenders need security, transparency, and control when it comes to receiving payments,” said Ryan McCurry, President at ACH Works. “Working with Cloudsquare allows our mutual clients to process payments and monitor activity directly within the systems they rely on to run their operations.”
A More Reliable Approach to Payments
As lending operations scale, the ability to trust payment data becomes critical. The ACH Works integration provides a connected approach where payment activity stays accurate, visible, and aligned across systems. The result is less manual work, fewer errors, and greater confidence in day-to-day operations.
About ACH Works
ACH Works is a U.S.-based payment processor specializing in ACH transactions, risk management, and compliance solutions. The company provides secure, scalable infrastructure for high-volume and complex industries, helping businesses automate transactions, reduce risk, and maintain compliance.
About Cloudsquare
Cloudsquare is a leading end-to-end lending platform powered by Salesforce, designed to deliver flexibility and innovation for lenders and brokers. With a focus on optimizing lending processes through modern technology, Cloudsquare provides scalable solutions that help clients drive efficiency and growth. The company has been recognized on the Inc. 5000 list and is consistently rated a top provider on platforms like Salesforce AppExchange, G2, Clutch, and Manifest.
