Expert insight into your sales portfolio.
CoPilot provides sales partners with the tools needed to manage portfolios and grow business, while simultaneously fulfilling any merchants payment acceptance needs.
Rapid underwriting and boarding, Automated application submission and Application status tracking
Account reconciliation, Online ticketing management and View merchants’ deposits, batch reports, transactions, statements and chargeback information
Device order fulfillment, Device management and CoPilot Clover Integration
Residual/commission reporting, Sub-partner performance, Flexible user-driven data mapping and Multi-source data aggregation and standardization
We built CoPilot with you in mind.
Our merchant management software works out-of-the-box and is capable of serving the majority of ISV, VAR, and ISO applications with minimal setup required.
We've built a machine-learning algorithm called the Merchant Churn Probability that predicts the likelihood of merchant cancellations, giving you the opportunity to nurture and save the account.
Easily manage the Clover merchant accounts you service and gain visibility into your merchants Clover information - all within CoPilot!
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