Commercial operations

Manage the financial products and revenue flows around each merchant.

PilotOS connects funding, banking, terminal, residual and commission activity with the merchant and partner records that generated it.

Clear ownership of every finance journey

More reliable commission and residual operations

Connected commercial history by merchant and partner

Capabilities

Everything required to run lease & finance as one connected function.

Adopt the capabilities you need first, then expand without rebuilding the underlying merchant, partner or reporting model.

Operating model

Assess

Map current systems, data, roles and commercial requirements.

Configure

Set the workflows, permissions, integrations and reporting model.

Validate

Prove priority journeys and controls against agreed acceptance criteria.

Improve

Review adoption, performance and the next phase of consolidation.

We will map the current process, identify the highest-value consolidation opportunities and show you the relevant PilotOS workflows.