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AI automation for payment processors
AI automation for payment processors

Onboard merchants faster and support them at scale — with fewer tickets and less churn.

Merchant application automation, AI merchant support, dispute and chargeback workflows, risk and compliance tasks, and portfolio reporting — built for payment processors.

−50%

Merchant onboarding time

75%

Tickets resolved by AI

−20%

Merchant churn

Typical results across payment processors we've automated. Your numbers come from your audit.

✦Sound familiar?

What's quietly costing your company every week

Days01

Merchant applications stall

Underwriting documents chased across email.

Linear02

Support tickets scale with merchants

Settlement, terminal, and statement questions daily.

Manual03

Chargebacks handled manually

Evidence gathered and submitted by hand.

Silent04

Merchant churn is invisible

Declining volume isn't noticed until the merchant leaves.

✦The fix

One connected system that runs the repetitive work for you

Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for payment processors, monitored by us, owned by you.

1

Onboarding automation

Applications, underwriting document collection, and activation steps automated.

2

AI merchant support

Settlement, statement, terminal, and fee questions answered instantly.

3

Dispute workflows

Chargeback alerts, evidence collection, and submissions automated.

4

Portfolio health reporting

Volume trends, churn risk, and margin by merchant live.

✦Everything we automate

Everything we automate for a company like yours

Six connected systems, each built with the specifics for payment processors.

01

Automated Websites & Funnels

A processor site that converts merchants

  • Pricing calculators
  • Merchant application start
  • Partner/ISO enquiry funnel
  • Developer and integration docs
Automate this →
02

Lead Capture & Instant Follow-up

Merchant and partner leads followed up instantly

  • Volume & vertical qualification
  • Application follow-up
  • Partner onboarding
  • Win-back for declining merchants
Automate this →
03

AI Voice & Chat Agents

Merchant support by phone and chat

  • Settlement and statement questions
  • Terminal troubleshooting
  • Fee and rate questions
  • Risk escalation
Automate this →
04

Workflow & Back-office Automation

Onboarding, disputes, and risk on autopilot

  • Underwriting document collection
  • Activation and terminal deployment
  • Chargeback evidence workflows
  • Risk review tasks
Automate this →
05

AI Customer Support Automation

Merchant tickets resolved in seconds

  • Payout status
  • Statement requests
  • Terminal and gateway issues
  • Escalation with context
Automate this →
06

Data, Reporting & AI Assistants

Volume, churn risk, and margin by merchant

  • Volume trends & churn alerts
  • Chargeback rates
  • Margin by merchant & vertical
  • Ask-the-data assistant
Automate this →
✦Compare your options

Hire, outsource, or automate?

What actually changes for a company when enquiries, calls, and follow-up are automated.

Doing it manuallyAnswering service / agencyCODEVGROW automation
Speed of first replyHours, or next dayMessage taken, callback later✓Under 60 seconds, 24/7
After-hours & weekendsVoicemailMessage only✓Answers, books, escalates
Books the appointment / jobWhen staff are freeNo✓Yes — live availability
Reminders & no-show recoveryManual, inconsistentNo✓Automated, with waitlist fill
Follows up until bookedRarelyNo✓Multi-touch, stops on reply
Knows your services & pricingYesScript only✓Trained on your business
Logs everything to your systemSometimesEmail summary✓Every call, chat, and booking
ReportingSpreadsheetsCall counts✓Live dashboard + AI assistant
Monthly costSalary + turnoverPer-minute fees✓Fixed, lower than one hire
✦How it works

Live in weeks, not quarters

  1. 1

    Free audit

    45 minutes mapping how enquiries, calls, admin, and follow-up flow through your company today.

  2. 2

    Ranked plan & fixed price

    What to automate first, expected hours and revenue, and a fixed price — within 48 hours.

  3. 3

    Build & soft launch

    We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.

  4. 4

    Run & improve

    24/7 monitoring, weekly transcript reviews, and the next automation added each month.

Free discovery call

See exactly what we'd automate in your company — in 45 minutes

You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.

✦What owners say

Heard from payment processors we work with

★★★★★
“Merchant onboarding time halved and support tickets are mostly handled by AI.”
COOPayment service provider
★★★★★
“We spot declining merchants weeks earlier now.”
Head of PortfolioMerchant acquirer
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Operations LeadFinance group
✦Questions

What payment processors ask us first

Ask us on the audit →
Will merchants know they're talking to an AI?

The assistant introduces itself as your company's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.

Is our data safe?

Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.

Does it work with the software we already use?

We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.

How long until it's live?

Most payment processors are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.

What does it cost?

A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.

✦Free audit · Payment Processors

Book your free automation audit

45 minutes. No commitment. You leave with a ranked list of what to automate first.

Reply within one business day. NDA on request.

Free automation audit for payment processors

Book free audit →