Small & growing ISOs

Keep leads, applications and merchants in view.

A growing merchant portfolio brings more leads to follow up, applications to progress and accounts to look after. PilotOS brings that work into one platform, with Starter online signup and assisted setup for Pro.

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Application management

See which applications need attention.

Review applications by stage with the assigned owner visible on each card. Your team can see the queue without asking colleagues for individual updates.

PilotOS / Small & growing ISOsInside the platform

PilotOS application queue with demonstration merchant applications grouped by stage and assigned owner — Real PilotOS application queue, filtered to demonstration applications. Merchant names and application details are illustrative.

Review stages and owners together

See applications grouped by their stage, with ownership alongside each record.

Put your brand on the platform

Add your branding to the web platform and explore native app options for your team, partners and merchants.

For your ISO

Keep your team on top of the next action.

Keep sales moving

Organise leads, conversations and pipeline activity so your team knows what needs attention next.

Follow the application

See application stages and owners alongside the merchant records your team works on.

Add channel partners as you grow

Manage introducers, sellers and partner organisations through the built-in channel tools.

Getting started

Start with the package that fits your portfolio.

Create a Starter workspace online or arrange assisted setup for Pro. Live use depends on your configuration and any required account or provider checks.

Read the implementation guide

Choose your package
Compare merchant allowances, included features and optional modules on the pricing page.
Create your workspace
Create your Starter workspace online, or speak to the team about Pro setup.
Set up your team and records
Set up the people and records you need to manage leads, applications and merchants.
Complete your live-use checks
Complete the account checks and provider requirements needed for the services you use.

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 modules

PilotOS residual reconciliation showing demonstration expected and received amounts with flagged variances — Optional residual reconciliation module. Real product screen with illustrative demonstration amounts.

Frequently asked questions

Getting started with PilotOS.

Ask us about your requirements

Is this route for both Starter and Pro?

Yes. This page is for ISOs with fewer than 1,500 merchants. Starter offers online signup and Pro uses assisted setup. The pricing page sets out the merchant allowances and included features for each package.

Can we get started without booking a demo?

Yes, with Starter. Create your workspace through online signup; Pro uses assisted setup. Complete the configuration and required account or provider checks before live use. Book a demo if you need to plan a migration.

Are residuals and commissions included?

Residuals and commissions are optional financial capabilities. The Residuals Engine is listed as an add-on; check the included functions and price against your reconciliation and commission requirements.

What if we are approaching 1,500 merchants?

Our mid-market offering covers 1,500–7,499 merchants. Tell us your current portfolio size, expected growth and migration needs so we can recommend the appropriate package and setup.

Your next step

Choose your package and get started.

Create a Starter workspace online, or speak to us about assisted Pro setup. Compare packages to check merchant allowances and optional modules.