Merchant services OS
AI-native merchant infrastructure
Onboarding workflows
Underwriting-ready document orchestration
Track application packets, missing documents, processor-specific requirements, validation status, reminders, and ready-to-submit merchant files.
Queue
Active onboarding workflows
Evergreen DispensaryCannabis cashless ATM · Owner Andre
72%
Readable voided checkLast 3 months statements
Docs pendingLifted WellnessPIN debit high-risk · Owner Nina
91%
Signature packet
SignatureHarbor BistroCredit and POS · Owner Maya
58%
Bank letterBusiness license
In progressNorth Valley WellnessCannabis startup · Owner Andre
34%
LicenseOwnership docsBanking docs
At riskProcessor routing
Requirement templates
Cannabis cashless ATM
- Application
- Voided check
- Statements
- Cannabis license
- Ownership docs
PIN debit
- Application
- Banking docs
- MID history
- Terminal profile
Credit
- Application
- Statements
- Business license
- KYC package