A teammate for every merchant
The agent dashboard boards merchants with you. Each one gets a small AI teammate that reads the mail, fills the processor forms and chases what is missing. You make every call.
Your whole book, in one console
Home shows what needs you. Every merchant has its stage, its teammate and its own page.
Meet your teammates
One teammate per merchant
Every merchant you sign gets its own, with a name and a face. Ask it what is missing, or what comes next.
Hard at work
It reads the documents and fills in the processor's application, step by step.
You press Send
Every email waits for you, and shows exactly what goes.
Questions in one click
A teammate has a question only you can answer? Answer it in one click.
It runs on your own email
Connect your Gmail
It tells you what it reads, what it keeps and what it never does. Personal mail is never stored.
Filed for you
Mail about a merchant lands on its case. Mail from an unknown sender is set aside for you to check.
Bring your book
Ask for a merchant by name. Their emails and files come in.
Contacts keep themselves
Every underwriter and merchant you email is saved, with the threads.
One link to apply
Add a merchant
Pick the processors and the pricing. Fees are always set by a person.
Phone or laptop
They fill it in, add their documents and sign. Saved as they go.
Documents, checked
IDs, EIN letters and voided checks against the application, and every name against the sanctions list.
Asked once
Everything still missing goes out as one request, answered from the same link.
The paperwork, done
The processor's own forms
Filled, flattened, signed and sealed, then sent from your Gmail.
Any PDF
A processor we don't have a form for? Upload theirs. It gets filled too.
Underwriting, answered
Questions come in. Replies are drafted, files attached, waiting for your Send.
Approved, then live
Approved
The MID and VAR sheet are read for you. Card processing and 3D Secure set themselves up.
After go-live
Chargebacks, reserve changes and closures are caught. Chargebacks come with their respond-by date.
Paysio Debit & Payouts
Offer it to any merchant. No bank application: Paysio boards it.
Your whole book
Every merchant, every stage
With its teammate, as a table or a board. On a team, agents can see just their own.
One place per merchant
Every email, document and fee. Change a price, and only what changed is signed again.
What you earn
What every merchant brings in, and what you earn on it.