The only AI-native platform built for independent payment professionals. Track every residual, catch short-pays the moment they happen, and work your pipeline with a copilot that reads merchant services fluently.
Eight tools that each earn their keep. Together they replace the spreadsheet, the notebook, the inbox, and the guesswork.
Audit residuals, draft merchant outreach, answer pricing questions. It sees every account you have.
Every merchant, processor, and split reconciled monthly. Short-pays flagged before they cost you.
Lead to live. Pipeline built around boarding and underwriting.
Agreements, statements, PCI, ISO schedules. Searchable, in one place.
Trade what works with agents, ISO offices, and POS dealers in your market.
Launch a POS or dual-pricing demo in front of a prospect in seconds.
CardConnect, IRIS, QuickBooks and more. Your data flows in, nothing is hand-keyed.
Link CardConnect, Fiserv, or TSYS and your residuals flow in automatically. No more CSV wrangling.
Portfolio, pipeline, and paperwork land in one dashboard with the numbers reconciled for you.
The copilot audits, drafts, and flags so you sell more and never lose another residual.
Most tools bolt a chatbot onto a dashboard. This one is built around your data. Ask it to audit a statement, write the email, or map the fastest path to your number. Plain English, real figures, from your book.
Try the copilot freeYour residuals grow, your bill does not. Free for 14 days, no card.
Prices are placeholders. Give me your real numbers and I will update them.
See every residual, catch every short-pay, work your book with AI.
Start your free trial