Packaged builds

Pick a problem. I'll kill it.

Every build is aimed at one leak, measured in hours back, runs on accounts you own, and includes 30 days of tuning after it goes live. Want it to keep compounding? That's what the AI Ops Partner is for.

Statement Analysis & Proposal Agent

ALSO SELF-SERVE

For: ISOs and agent offices with reps quoting merchants every week

Reps spend 30-60 minutes per statement squinting at fee lines, and half the proposals go out wrong or never go out.

  • ✓Upload any processor statement (PDF or photo), get an itemized fee breakdown
  • ✓Effective rate, junk-fee flags and an interchange-plus or flat-rate savings proposal
  • ✓Your rate sheet and branding baked in
  • ✓Proposal PDF your reps can send the same day

40 min

back on every statement quoted

An office quoting 25 statements a week gets ~72 hours a month back. That's ~$34,500 a year.

  • ↗ Proposals out the same day, while the merchant still cares
  • ↗ Junk fees flagged automatically, so more quotes close

Live in 2-3 weeks. Estimates at $40/hr loaded cost.

Agent Recruiting & Lead Sourcing Engine

For: ISOs growing a 1099 agent force or a direct sales team

Recruiting agents is a spray-and-pray LinkedIn grind. Nobody tracks who replied or what they sell.

  • ✓Sourcing agent that finds and scores agent and merchant prospects by vertical and geo
  • ✓Personalized outreach drafts, sequenced
  • ✓Simple pipeline view of who's warm

~60%

less time on manual prospecting

6 hours a week of outreach drops to under 3. ~15 hours a month back, ~$7,500 a year.

  • ↗ More conversations per hour of effort
  • ↗ Every prospect scored and tracked in one place

Live in 3-4 weeks. Estimates at $40/hr loaded cost.

Boarding & Underwriting Assistant

For: Ops teams drowning in incomplete apps

Apps sit for days waiting on a voided check or a missing page of bank statements. Underwriting kicks back files for things a checklist would have caught.

  • ✓App completeness checks before submission
  • ✓Automatic document chasing by email/SMS
  • ✓Underwriting file prep and risk notes

45 min

of document chasing removed per app

20 new apps a month means ~15 hours back, ~$7,200 a year, before counting faster first deposits.

  • ↗ Cleaner files mean fewer underwriting kickbacks
  • ↗ Merchants live and processing sooner, so residuals start sooner

Live in 3-5 weeks. Estimates at $40/hr loaded cost.

Support Triage + Knowledge Base Bot

For: ISOs and ISVs whose support queue is the same 40 questions

Merchants call about deposits, chargebacks and terminal errors. Your best people answer the same thing all day.

  • ✓Ticket triage and routing by urgency and type
  • ✓Answer bot trained on your docs, with human handoff
  • ✓Weekly report on what merchants are actually asking

6 min

saved on every ticket and call

50 tickets a week is ~22 hours a month back, ~$10,400 a year.

  • ↗ Your best people stop answering “where's my deposit”
  • ↗ Faster answers keep merchants from shopping you

Live in 2-4 weeks. Estimates at $40/hr loaded cost.

KPI & Ops Dashboards

For: Owners who run the business off spreadsheets and gut feel

Residuals, attrition, boarding time and agent production live in five different systems.

  • ✓One dashboard for volume, residuals, attrition and agent production
  • ✓Daily/weekly digest pushed to email or Slack
  • ✓Alerts when a top merchant's volume drops

15 min

saved per agent paid, every month

Residuals for 50 agents is ~12 hours a month back, ~$6,000 a year, plus fewer comp disputes.

  • ↗ Volume-drop alerts catch attrition before the merchant is gone
  • ↗ One number everyone trusts, every Monday

Live in 2-4 weeks. Estimates at $40/hr loaded cost.

Don't see your problem?

Tell me where the hours go. If AI can't fix it, I'll say so.

Run the diagnostic