One engine for new and existing merchants
New merchants, renewals and mid-contract reviews go through the same statement-to-price flow.
For acquirers — the platform
Four parts, one platform.
A pricing engine for your front book and back book, Knowledge AI that answers from your approved content, a Salesforce and onboarding hand-off, and the same tools for your partners. Here is what each part does, and what is live today.
100% · High confidence
Example restaurant · MCC 5812
Monthly fee breakdown
Card fees£1,200.00
Activity fees£0.00
Other fees£0.00
Annual projected£14,400.00
Priced withYour pricing
Current annual£14,400.00
Proposed annual£9,166.08
Annual savings£5,233.92
Savings36.35%
Review & Price
Figures the engine produced for a test statement
Your rate card, your content, your rules
Prices come from your published rate card, answers from your approved content, and proposals can wait for a manager's approval.
Live today, or labelled
Anything we build with your team is labelled as such, so you can see exactly what you would have on day one.
1 · Pricing engine
Price new and existing merchants in minutes.
The statement is read, your salesperson checks the figures, and the merchant is priced line by line on your rate card against what they pay today.
New merchants
Price a prospect's statement against what they pay today, the day it arrives.
Renewals
Re-price existing merchants at renewal in minutes, so the whole book is reviewed on time.
Mid-contract reviews
Check an existing merchant's pricing whenever you choose, before a competitor does it for you.
Your proposal or ours
Use our proposal in your brand, or take the priced figures into your own documents as a spreadsheet or straight into Salesforce.
Your salesperson checks and decides. The platform reads, keys and calculates.
2 · Knowledge AI
Answers from your approved content.
Your products, pricing rules, integrations and processes, answered in seconds for your sales team and your partners, with safeguards you control.
Your knowledge comes first
It answers from the content your team has approved, and shows what it drew on.
Public sources only if you allow them
Checking public sources is a setting you control, and answers that use them are labelled.
Flags what it cannot answer
Questions it could not answer are reported back, so your team can fill the gap.
You decide what goes in
Your team writes, uploads and approves every entry.
What information do we need from a merchant before submitting an application?
Before submitting an application for a merchant, you typically need the following information:
- Business details: Name, address, and contact information of the business.
- Business structure: Type of business entity (e.g., sole trader, partnership, limited company).
- Financial information: Bank account details for settlement, and possibly financial statements.
- Transaction details: Expected transaction volume, average transaction value, and types of payments accepted.
- Compliance information: Any necessary compliance documents, such as proof of identity and business registration.
Ask Knowledge AI…
The answer shown is a real one from a test workspace, word for word.
3 · Salesforce and onboarding
Every priced deal flows into Salesforce, then onboarding.
Your CRM stays the record. Valtura keeps it up to date as deals move, and hands accepted merchants on to your onboarding.
Available
Two-way Salesforce sync
Your CRM records kept in step with Salesforce in both directions, so your team keeps working where it works today.
Available
Events to your systems
Quote, proposal, deal and onboarding events sent to your systems as they happen.
Built with your team
Onboarding through your API
We build the connection to your onboarding with your technology team, as part of the licence. Until then, application packs are generated from the merchant record.
No rip and replace
A pilot needs no integration at all. Connections follow once the case is proven.
4 · Partners
Give your partners the same engine.
Most partners work with more than one acquirer. The one that is easiest to price, present and submit gets the suitable deals first.
Referral partners and introducers
Their merchants are priced on your rate card, with the introducer recorded against the merchant and their commission worked out.
Software partners
Refer, assist or sell: pass the merchant to you, price the statement for them, or run their own workspace on your rate card.
ISOs
Their whole operation on one platform. With their agreement, you get a read-only view of their book: performance, filings, risk flags and merchant attrition.
Estate GP1
£412,380
+6% vs prior month
Active merchants
1,284
1,391 MIDs under management
ISOs in your estate
12
Reporting monthly residuals
Open attrition flags
7
Merchants flagged at risk
2 Missed submissions
1 GP drop
7 Attrition flags
Acquirer mix balanced
Estate GP1 · last 12 months
Live
Computed from monthly residual submissions — no pack to build
The read-only view covers ISOs on the platform that file their monthly residual reports.
Straight answers
What is live today, and what comes next.
What works now, what we set up for you, and what we build with your team or have on the roadmap.
Live today
Working on the platform now.
- Pricing engine for new merchants, renewals and mid-contract reviews
- Automated statement reading
- Knowledge AI from your approved content
- Proposals in your brand, or the figures as a spreadsheet
- CRM, pipeline and deal assignment
- Partner workspaces on your rate card
- Commission and partner statements
- Read-only view across ISO partners
- Two-step sign-in, roles and an audit trail
Set up for you
Configured by us for your deployment.
- Your rate card and products
- Your brand across workspaces and proposals
- Your Knowledge AI content, for your team and partners
- Salesforce sync and event feeds to your systems
- Approval rules for proposals
By agreement, and next
Built with your team, or on our roadmap.
- Onboarding through your API
- A dedicated platform under your brand
- Running inside your own environment
- Single sign-on
- Rate-card changes sent to every partner, with limits
- Knowledge published once to every partner
- A queue of merchants due for review
- Logins for introducers and sub-agents
- Reporting across all your partners
01 · Overview
Front book and back book, priced in minutes
The problem, the value and the four parts.
02 · The platform
What each part does
Pricing engine, Knowledge AI, Salesforce, partners.
You are here
03 · Working together
Start small, prove it, then decide
A workspace in your colours, then a pilot.
See it in your brand.
We'll set up a workspace in your colours and walk you through it in 30 minutes.