Mid-market ISOs
Connect sales, service and your partner network.
When sales, applications and merchant service run in separate systems, teams have to chase the same information. PilotOS brings those teams and your channel network onto one platform, with a planned migration from the systems you use today.
The portfolio in view
Keep the merchant record within reach.
See merchant names, MIDs, live dates, renewal dates and health indicators in the portfolio view. In your demo, follow the records and tasks your account-management team handles.
Applications and merchants in one platform
Keep merchant records in the same platform your team uses to manage applications.
Brand the customer and partner experience
Include your web branding, partner identities and native app options in the rollout plan.
For your ISO
Keep work moving between teams.
Connect sales to merchant service
Bring sales activity, application progress and merchant service into the same platform so teams can follow the work they share.
Organise the channel
Manage partner access, branding, routing, reporting and commercial structures using the built-in channel model.
Plan your migration
Agree the records to migrate, staff access, provider connections and checks required before you switch.
Migration and implementation
Plan the switch before moving live records.
Use your current systems and representative records to test the fit. Agree the migration, training and acceptance checks before cutover.
Read the implementation guideList the systems you are replacing
Identify the teams, systems, acquirers and workflows included in the first rollout.
Map your data
Use anonymised merchant, application and partner records to agree field mapping and data ownership.
Check provider connections
Confirm the provider services, staff roles and configuration required for your application and merchant workflows.
Agree training and cutover
Set the acceptance checks, training responsibilities and cutover plan before moving live work.
Optional finance modules
Reconcile residuals and review commissions.
Compare expected and received residuals, investigate differences and review commission amounts, splits and statuses. Add the finance capabilities your team needs alongside sales and merchant management.
The Residuals Engine is an optional add-on. Check the residual and commission features and pricing for your chosen package.
Review optional modulesWho is the mid-market offering for?
ISOs with 1,500–7,499 merchants. We will also review your teams, systems, partner network and migration requirements when agreeing the package and implementation.
Can we bring records from our current CRM?
We will review sample exports, field definitions and the history you need to retain. The migration plan sets out data mapping, quality checks and responsibilities before cutover.
Will PilotOS support all our acquirer connections?
Give us the providers and services you use. We will confirm the available connections, required credentials and how each relevant application and status-update process works.
How should we assess residuals and commissions?
Bring sample source files and commercial agreements. Review the optional modules against matching periods and expected calculations, then agree how differences will be investigated before live use.
Your next step
See how PilotOS fits your current business.
Book a demo covering your portfolio, sales and service teams, partner network and migration requirements.