Merchant services OS

AI-native merchant infrastructure

82% activation rate
Merchant records

Unified merchant operating profile

Keep CRM state, underwriting packet status, processor fit, communication history, activation progress, and residual context attached to one merchant record.

Total merchants412Across active ISO workspace
Live processing28669% of merchant base
Pending activation23Approved but not live
At-risk accounts17Volume drop or stalled status

Merchant record directory

Evergreen DispensaryCannabis · Cashless ATM
$180k/moOwner Andre
Documents pendingReplace voided check
Metro Smoke & VapeHigh-risk retail · PIN debit
$96k/moOwner Nina
ApprovedSchedule activation
Northline WellnessCannabis · Cashless ATM
$122k/moOwner Andre
Stalled activationEscalate no first transaction
Harbor BistroRestaurant · Credit and POS
$64k/moOwner Maya
Application startedCollect business license
Timeline

Recent merchant activity

Today 10:42 AM

AI Sales Agent booked onboarding call through Cal.com.

Today 9:18 AM

Resend email delivered document request to merchant owner.

Yesterday 4:02 PM

Twilio SMS reply captured: merchant confirmed PIN debit interest.

Yesterday 11:30 AM

Underwriting packet updated with three months of statements.