ProcessOS is the operating system for independent payment professionals. Track every merchant, every lead, every dollar of residual income, all from one place.
Most merchant services pros juggle spreadsheets, sticky notes, and a dozen logins to track their portfolio. Meanwhile, Square and Toast are spending billions to automate merchant acquisition. Independent reps need the same firepower, without the corporate overhead. ProcessOS gives you one system for leads, accounts, competitive intel, and growth, built specifically for how you actually work.
Track every prospect from first contact to signed agreement. See which leads are hot, which need follow-up, and where your next deal is coming from.
Monitor your active merchant accounts, processing volumes, and residual income projections. Know the health of your book at a glance.
Real-time monitoring of Square, Toast, Clover, and SpotOn pricing and features. Know exactly how to position against every competitor in the room.
AI-powered prospecting finds local businesses still overpaying on processing. Personalized outreach that sounds like you, not a bot.
Independent payment professionals built merchant services from the ground up. ProcessOS makes sure they never get left behind.