Platform / 02
Account Management
Merchant operations
Give your team the merchant’s full history.
When a merchant calls, your team needs the application, documents, recent conversations and outstanding work. PilotOS keeps that information with the account, alongside risk and commercial reporting.
Inside the platform
Meridian / Demonstration environment
Merchant applications organised by stage and owner
01
Find the account history in one place
02
See what is waiting and who owns it
03
Answer merchant and partner queries with the facts
Capabilities
From application queries to day-to-day account service.
Handle onboarding, merchant requests and partner submissions against the same account history. Your team can pick up the work without asking the merchant to explain it again.
01
Merchant onboarding
Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
02
Merchant portal
Provide a branded self-service experience for applications, documents, statements, support and account activity.
03
Partner management
Manage partner organisations, sellers, territories, submissions, access and commercial arrangements.
04
Portfolio reporting
Review merchant-level volume, margin, service history, risk and commercial performance.
05
Tasks, notes & timeline
Keep every action, conversation, reminder and internal hand-off attached to the correct account.
06
Service workflows
Route queries, requests and exceptions to the right owner with visible status and escalation.
Keep the next team in the loop
A service request may need help from operations, risk or finance. Agree who owns the reply to the merchant, what each team needs to see and how an unresolved request is followed up.
Related tools for your team
- Underwriting controls — Apply structured risk gates, scores, review queues, decisions and escalation paths.
- Residuals — Import, reconcile, investigate and report residual income across acquirers, merchants and periods.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
See how your team would manage an account.
Choose a typical application or service request. We will walk through the records, responsibilities and follow-up, including where your acquirers and partners are involved.