The operating system for merchant services.
BizTracker unifies CRM, automations, compliant communications, underwriting, e-sign and analytics into one platform — with an AI coordination layer on top. License it for your ISO or roll it out across the enterprise.
Live in production on Cloudflare's edge · Postgres + row-level security
Funded volume
$4.2M
Active deals
87
Avg. cycle
6.4d
Sunrise Cannabis Co.
Harbor POS Group
Vertex Nutra LLC
BlueLeaf CBD
Metro ATM Network
Connected to the tools merchant operators already run
Merchant services isn't generic B2B sales.
ISOs stitch their day together with 5–8 disconnected tools — a generic CRM, a dialer, an email blaster, a scheduler, a spreadsheet of legal entities and a pile of underwriting PDFs. Data is duplicated, automations stay shallow, and there's nowhere an AI can see — and act on — the whole picture.
Processor-specific products: PIN debit, cashless ATM, credit, POS
High-risk underwriting for cannabis, CBD and nutra verticals
Onboarding: MIDs, equipment, gateway & processor routing
Residuals and ISO commission splits across processors
Legal entities — ownership, signers, banking, fees
Compliance: TCPA, CAN-SPAM and full audit trails
Everything an operation runs on, in one system.
A system of record and a system of action — not a chatbot bolted onto a legacy CRM.
Merchant-native CRM
Pipeline, opportunities, contacts and a unified conversations inbox — built around MIDs, processors and underwriting, not generic “leads”.
Visual automations
A React-Flow workflow builder with branching AND/OR logic, goals and an idempotent engine that resumes on every tick.
Compliant comms
Twilio SMS and SendGrid email with TCPA opt-out, open/reply tracking and drag-and-drop campaign building.
Legal-entity vault
Ownership, signers, banking and fees as first-class records — the data underwriting actually needs.
Documents & e-sign
Map a PDF, populate it from a record, send for native ESIGN/UETA signature with a full audit certificate.
AI agents with tools
Agents that move deals, update records, log activity and send messages — with confirmation and an audit trail on every action.
License BizTracker across the states.
Stand up a fully branded operation in days. Multi-tenant by design, with commission and residual tracking, RBAC and a migration path that brings your entire book of business with you.
For ISOs →Operate at scale, securely.
Postgres row-level security, server-enforced RBAC, audit trails and a compliance roadmap toward SOC 2 and PCI-DSS — the foundation institutional funding partners expect.
For enterprise →~0
Contacts migrated from GoHighLevel
0+
Integration layers, infra to compliance
0
Disconnected tools replaced by one
0%
Server-enforced RBAC + tenant isolation
An integration maturity model, not a feature list.
BizTracker is built up an industry-standard maturity model — from core edge infrastructure through messaging, observability, scheduling, documents, analytics and compliance. Most of the stack is live in production today.
Compliance & Enterprise
SOC 2, PCI-DSS, NACHA, audit
Analytics & BI
Reports, Smart Lists, dbt + Metabase
Document & E-Sign
PDF templates, populate, ESIGN/UETA e-sign
Financial Data & Underwriting
Bank-statement analysis, cash-flow signals
Calendar & Scheduling
Booking + webhook sync
Email Delivery
Campaigns, workflow email, opens & replies
Payments & Billing
Commission ledger, ISO splits, payouts
Observability
Error tracking across edge + browser
Messaging
SMS in/out, TCPA opt-out, voice (soon)
Core Infrastructure
Edge runtime, Postgres + RLS, AI agents, CI/CD
Run your entire merchant operation from one place.
See how BizTracker replaces 5–8 disconnected tools with a single AI-native system of record and action.