Every processor, partner and merchant, combined in one view.
14 days free, then from $75/month. Cancel anytime.
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Every processor, every residual, every merchant, and the tools to bill them. Built by a payment agent who got tired of six portals and a spreadsheet.
Drop the report exactly as your processor sends it. CardConnect, Payroc, Priority, NMI, Green, Axia and Square are read instantly; anything else, AI Assist maps in seconds and remembers next time.
See every channel side by side, spot a missing or short payout the day it posts, and know exactly what each merchant earns you.
Charge merchants by ACH for equipment, monthly gateway or software fees, and one-off costs, one-time or recurring, from their profile. No NMI account yet? Request one right in the app.
Every merchant's PCI status and due date in one list, with the right portal link and reminders before anything lapses.
Recurring reminders, templates, automatic PCI-renewal and welcome-call tasks, an email when a task is assigned to you, and a morning email of what's due.
Give sub-agents their own login that shows only their merchants, and track referral and override splits alongside your own book.
Business, legal, owners and contacts laid out like a processor portal, with owner SSN, date of birth, license and tax ID stored encrypted and masked.
Two-factor sign-in, encryption for sensitive data, role-based access, and a log of who viewed or changed what.
Your whole portfolio on your phone between appointments, plus HubSpot: closed-won deals become merchants automatically.
14-day free trial · From $75/month after · Cancel anytime
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