Payments operations platform
PilotOS brings merchant acquisition, onboarding, risk, residuals and portfolio service into one controlled workspace built specifically for ISOs and payment providers.
Web, mobile and API access · UK-based implementation support
Merchant acquisition
CRM, forms and omnichannel outreach
Onboarding & risk
Applications, KYB and underwriting controls
Revenue operations
Residuals, commissions and forecasting
Merchant service
White-label portal, support and retention
Spreadsheets lose deals. PilotOS gives every lead a stage, every opportunity an SLA, and every rep a real-time view of exactly where to focus. Your whole pipeline — visible, accountable, moving.
Speed-to-lead SLA tracking with automatic rep nudges
Kanban pipeline with stage-gated qualification checks
AI lead scoring — hottest prospects surface first
Bulk actions, saved filters, and @mention handoffs
Explore PilotOS by business function, from revenue acquisition through account management, retention, finance, risk and connected operations.
Merchants text, email, and WhatsApp. Your reps have one inbox for all of it. PilotOS unifies every channel into a single feed — with an AI copilot that drafts the next reply before your rep has to think.
SMS, WhatsApp, and email unified per merchant contact
AI Copilot suggests replies in your tone and voice
Sequences pause automatically the moment a merchant replies
Missed-call text-back fires within 30 seconds
Drop a merchant's current statement into the analysis workspace to extract every rate, fee and IC++ code, then calculate the commercial impact of a proposed switch.
Any PDF statement analysed in under 10 seconds
Projected monthly and annual savings shown instantly
One-click proposal generation directly from the analysis
Competitor rate intel pulled in for the same SIC code
7
connected business functions across one operating platform
141
capabilities across the payments operating model
4
packages designed for different operating requirements
Tenant isolation, role-based access and audit history are part of the platform architecture. Deployment and integration controls are reviewed as part of every implementation.
Tenant isolation
Scoped access and data controlsRole-based access
Granular permissions by teamAudit history
Operational actions recordedUK GDPR support
Data-processing controls documentedthe generic platforms have the funnels. Monday has the CRM. Neither of them knows what a chargeback rate is. We've built everything they have — plus the parts that only make sense in payment acquiring.
Enterprise Ready
PilotOS was designed around the operational reality of running a regulated ISO business. Not adapted. Not retrofitted. Built for this.
01
Compliance & Security
✓
Tenant-scoped data access and configurable role permissions
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Audit trails across administrative and operational actions
✓
UK GDPR responsibilities supported by documented controls
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Security and integration review included in implementation
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Data-export and retention requirements agreed during onboarding
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Production readiness validated before controlled cutover
02
Migration & Onboarding
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Bulk merchant data ingestion from CSV, API, or direct DB export
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Commission structures and residuals history preserved on import
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Dedicated onboarding engineer — yours for the full migration
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Parallel-run mode — validate outputs before cutover
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Bespoke acquirer connection built and tested as part of your onboarding
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Agent training materials and runbooks co-authored with your ops team
03
Support & SLAs
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Named Customer Success Director for enterprise accounts
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Structured product feedback and capability review
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Shared implementation channel with your operations team
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Regular service and adoption reviews
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Acquirer escalation paths configured during onboarding
✓
UK business hours support + P1 out-of-hours escalation pathway
Start with a structured platform assessment.
We map your acquirers, workflows, team structure and reporting requirements before recommending a phased implementation.
See how PilotOS can consolidate the systems, hand-offs and reporting that sit behind your merchant portfolio.