One source of truth, not seven tabs
Pipeline, deals, contacts, boarding, commission — all in the same database. Nothing lives on a rep's laptop or in someone's inbox.
For Owners
Stop running your business from four spreadsheets and a Slack channel.
Pipeline, agent activity, boarding status, commission readiness, GP1 month-to-date — one screen, refreshed in real time. End-of-month takes minutes instead of days. You stop asking "how was last week?" because you can already see it.
GP1 month-to-date
£148,420 +12%
£206k forecast · 18d remaining
Boarding pipeline
42 in flight
- Elavon18
- Worldpay16
- AIB8
Commission readiness
All in
7/7 partner runs ready · run on the 1st
You see status before you ask for it
Every action a rep takes — call, email, statement upload, proposal sent — logs to one activity feed. The "what's happening with X?" call disappears.
Commission readiness on the 25th, not the 1st
GP1/GP2 submissions tracked live across every partner. Spot the missing one with days to spare instead of finding out at 9am on commission day.
The owner cockpit
What you see when you log in.
These aren't reports you have to build. They're the metrics that tell you whether the business is healthy or off-track right now — not at month-end.
GP1 month-to-date vs forecast
Live tracker against target. Weighted forecast pulled from your actual deal pipeline — not optimistic spreadsheet maths. See the variance before it ruins the month.
Agent activity at a glance
Calls logged, emails sent, deals progressed, sequences running. Spot the rep who's quiet this week before it shows up in next month's GP.
Boarding pipeline + status
How many applications in flight, with which acquirer, at which stage. Webhook updates land within minutes — no chasing acquirers for a status email.
Commission run readiness
All this month's GP1/GP2 submissions in? Any partner missing? Run readiness visible weeks ahead, not the morning of.
Bottlenecks made visible
Deals stuck > 7 days in proposal? Reps overloaded? Sequences not getting replies? The cockpit surfaces what to act on without you hunting for it.
When the books need looking at
The compliance side runs itself in the background.
You don't have to think about it until someone asks. When they do, the page is already written.
Compliance, ready to forward
Field-level audit trail, GDPR export and erasure, UK-hosted, PCI partnership with FDF. The page your compliance team will read first lives at /platform/security — link them and move on.
See the security pagePer-feature access grants
Lock down sensitive modules (commission, ROI) to specific people. Grant per-user, not per-org. Junior reps see deals; finance sees money.
See your business on one screen.
30-day trial. Pre-loaded with sample data so the cockpit is populated immediately. Switch to your own data once you're ready.