Platform / 05
Lease & Finance
Commercial operations
Keep merchant finance and earnings with the account.
Manage funding, business-account and terminal activity alongside merchant and partner records. Add optional residual and commission capabilities to reconcile income and review what sellers have earned.
Choose the finance capabilities you need. Residuals and commissions are optional. Review packages and add-ons →
Inside the platform
Meridian / Demonstration environment
Optional residual reconciliation with flagged income variances
01
Follow funding applications and terminal orders
02
Review optional residual and commission records
03
See commercial history by merchant and partner
Capabilities
Manage the products you sell and the income they generate.
Track funding progress and terminal service, then add residuals and commissions when you need them. Each capability uses the merchant and partner records already in PilotOS.
01
Merchant cash advance
Manage eligibility, applications, offers, agreements, funding progress and ongoing servicing.
02
Business accounts
Manage business-account applications through supported banking partners and track their progress.
03
Residuals
Import, reconcile, investigate and report residual income across acquirers, merchants and periods.
04
Commissions
Apply partner and seller structures, approve earnings, manage exceptions and produce payout records.
05
Residual advances
Assess eligibility and manage advances against qualifying future residual income.
06
Terminals & leasing
Track terminal propositions, commercial terms, deployment, health and replacement activity.
Keep the next team in the loop
An earnings query may start with finance and end with an account manager or partner. Keep the source amounts, agreed terms and any unresolved differences available to the people explaining the result.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Retention workflows — Move cancellation requests through triage, approvals, save offers, follow-up and final outcome tracking.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Walk through your finance requirements.
Bring a typical funding application, acquirer statement or commission agreement. We will show the relevant workflow and explain the available modules.