Whether you’re a 3-agent office getting out of Excel or a 30-agent ISO running real portfolio strategy, you only pay for what you use. No long contracts. No six-figure implementations.
Clean residuals across your vendor, agent statements your sub-agents can actually read, and an audit trail that ends the where’s-my-$40 arguments. Get out of Excel and stay out.
Portfolio health, agent performance, and vendor profitability. See which merchants are at risk, which agents are quietly carrying the quarter, and which processor relationships actually pay.
Forecast next month’s payout before close. Test a comp plan change against last quarter before you commit. Walk into board meetings with the answer.
Every plan runs your residuals end-to-end. Upgrade as you need deeper analytics, forecasting, and plan modeling.
For solo agents and small offices getting out of Excel.
For ISOs scaling past spreadsheet-level visibility.
For established ISOs running real portfolio strategy.
For ISOs with 30+ agents, multiple offices, multi-entity portfolios, or commission models that don’t fit the standard tiers.
Available on any tier. We handle setup, plan configuration, monthly reconciliation, and brief your team on what the numbers mean. You focus on growing the business.
One flat price per package, no matter which tier you’re on.
+250 Merchants
Extra merchants on top of your tier's limit.
+5 Agents
Add agents beyond your tier's limit.
+1 Vendor
Connect another processor.
+1 Admin Seat
Extra full-access admin user.
Merchants and agents only count in months where they generate activity. A sub-agent on leave or a dormant merchant doesn’t eat into your limits.
If your add-ons would cost more than the next tier, we move you up automatically — and bill you the lower amount. You never overpay to stay on a tier you’ve outgrown.
Send us a sample of your last residual report and a description of how you pay your agents. We’ll tell you which tier fits, and what you’d see in your first month.