MerchantOS is an AI-powered sales intelligence platform built specifically for point-of-sale and payment processing sales teams. We help independent sales organizations (ISOs), merchant level salespeople (MLS), and payment professionals find qualified merchants, analyze their current processing statements, and close more deals with data-driven confidence. From the first cold prospect to a signed processing agreement, the platform automates the repetitive work so reps can focus on relationships and closing.
Our platform combines several powerful tools into one workflow. The Intent Radar discovers merchants actively looking to switch processors before competitors do. The Statement Analyzer ingests any processor statement and instantly surfaces savings opportunities, hidden fees, and red flags. Every lead receives a 0 to 100 Opportunity Score based on POS fit, transaction volume, fee structure, and switching probability, so teams always know where to spend their time. An AI SDR Agent then handles cold calls, email sequences, and follow-ups automatically, freeing reps to focus only on merchants ready to talk.
MerchantOS is designed for POS resellers, independent sales agents, merchant services providers, and payment software companies who need a purpose-built tool rather than a generic CRM. It is built and maintained by the MerchantOS team, a group of payments industry veterans and software engineers dedicated to making merchant sales faster, smarter, and more transparent. We believe every payment rep deserves enterprise grade tooling, and our mission is to put that power in the hands of independent agents and growing sales teams everywhere.