Built for payment processing ISOs
Your whole merchant portfolio, on one desk.
Merchant data, PCI compliance dates, equipment rentals and leases, support tickets and your to-do list — tracked together instead of scattered across spreadsheets.
Merchant records
DBA and legal names, contacts, addresses, MIDs, processor, start date, volume and rates — all in one profile.
PCI compliance
Track SAQ type, last completed date and expiry, with clear flags for anything expiring or already lapsed.
Equipment & leases
Terminals by model and serial, rental or lease, monthly fee, lease company and end dates.
Tickets & to-dos
Open a ticket against any merchant, track priority and status, and keep a running task list beside it.