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Business accounts
Commercial operations
Connect supported banking applications to the merchant record, preserving progress and ownership while partners complete regulated account-opening activity.
Part of Lease & Finance
Offer embedded business-account journeys through supported banking partners and track progress centrally.
01
Clear ownership of every finance journey
02
More reliable commission and residual operations
03
Connected commercial history by merchant and partner
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Embedded application journeys
02
Supported banking-partner connections
03
Progress and exception visibility
04
Merchant communication and hand-off tracking
Built for day-to-day operations
Keep business accounts activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current business accounts process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Commercial finance teams
Partner operations
Portfolio analysts
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Business accounts works with the same merchant, partner, communication and reporting records used across lease & finance and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value business accounts journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Lease & Finance
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.