Six purpose-built AI tools work behind every advisor conversation — parsing statements, benchmarking fees, matching hardware, and modeling true cost. You get the answer. We stay accountable for it.
Every Trailhead review runs your business through all six. You see the whole picture — not just the fee your last processor happened to quote.
Upload a statement. See what you're really paying.
Our AI parses your merchant statement line by line, benchmarks every fee against your industry, and shows exactly where money is leaking — hidden fees, inflated markups, mis-tiered interchange, and equipment you're overpaying for.
How healthy is your payment stack — really?
A single letter grade (A+ to F) covering ten dimensions: fees, hardware, software fit, cash flow, security, growth readiness, and more. The fastest way to see if your current setup is helping or hurting your business.
Not every POS fits every business. We tell you which does.
Answer a few questions about how you operate and our AI compares Square, Toast, Clover, Lightspeed, and specialized systems against your actual workflow — inventory depth, ticket size, staff, integrations, and growth plans.
Terminals, printers, and kits — matched to how you take payments.
Countertop, mobile, kiosk, handheld — the right hardware depends on where and how you sell. Our AI recommends terminals, receipt printers, and cash drawers matched to your volume, environment, and existing POS.
The full analysis — yours to keep.
Every review ends with a PDF Savings Report™: monthly and annual savings estimates, a fee breakdown, POS and hardware recommendations, and a concrete next-step path. Yours whether you switch or not.
Model your true blended rate before you sign anything.
Enter your monthly volume, average ticket, and card mix. Our calculator applies real Visa, Mastercard, Discover, and Amex interchange rates plus network assessments — so you see what interchange-plus actually costs.
AI is the fastest way to read a 40-page statement or price a POS migration. But it never signs the recommendation. A real payment advisor reviews every output, adds the business context, and stands behind the answer.
"The AI catches the fees. The advisor catches everything else — the vendor's roadmap, the staff you'll retrain, the season you shouldn't switch in."
— How we run every engagement
Start with a free AI Payment Review™. Everything else — score, POS fit, hardware picks — comes with it.
