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For operations

Month-end in minutes. Not a fortnight of spreadsheets.

Boarding, commission, compliance and hardware on one record, updated as the work happens. You see where the month lands on the 25th instead of finding out on the 1st.

The operations workflow

Four jobs that used to live in four spreadsheets.

Each one runs on the same merchant record the quote was built on, so nothing is re-keyed and nothing is reconciled by hand. Every module named here is switched on from day one of the trial.

Onboarding

Board across every acquirer, on one workflow.

Guided applications per acquirer, document collection, and the application pack assembled from what the merchant already gave you. Every application’s stage is visible on one pipeline, so nobody has to chase a rep for a status.

  • Tracked stages
  • Document packs
  • All major acquirers
the MID goes live and joins the run
Commission

Close the month without the spreadsheets.

Boarded MIDs flow into the monthly run on their own. Partner and agent splits are calculated where they are recorded, and the statements go out branded as yours — so month-end becomes a review rather than a rebuild.

  • Multi-partner runs
  • Agent reports
  • Branded statements
paid, and reported back to the book
PCI compliance

Keep PCI current — and earn from it.

Refer merchants into the Fraud Defence First workflow and track them from submitted through to compliant, with renewals flagged before they lapse. The programme pays a share of the annual fee back to you, so compliance stops being an annual chase and starts being a line of revenue.

  • Status tracked
  • Renewal flags
  • 50% revenue share
a compliant book, and a monthly statement
Terminals

See the estate, device by device.

Order hardware for a boarding merchant without leaving the platform, track what you hold and where it is deployed, and see what every device is earning — against the same merchant record as the quote and the commission run.

  • Ordering
  • Inventory
  • Per-device earnings

Also in the operations workspace

Analytics and live ROI

Residual position against forecast, revenue by merchant, and a live view of what the platform is saving you.

A field-level audit trail

Who changed what and when, across every module — the page your compliance team reads first.

Roles and per-feature access

Lock commission and payaway to the people who should see them. Junior reps see deals; finance sees money.

A help centre that absorbs questions

Searchable documentation and guided tours, so the questions your team would have asked you get answered without you.

Run a month end to end.

Thirty days is long enough to board a merchant, watch the MID reach a commission run and see a payaway statement come out the other side.