Start your free review.
Two ways in, one review. Your answers become a Trailhead Payment Health Score™ that a real advisor checks before you see it — and if staying put is the smartest move, we'll tell you.
Answer a few questions
Six plain-language questions about your pricing, contract, support, uptime, margins, and funding. Upload a statement and photos of your current POS if you have them handy.
Begin intake →Have a statement?Break down my statement
Drop in a recent processing statement and we'll separate interchange, assessments, and markup so you can see what you actually pay. An advisor reviews it before any recommendation is made.
Upload a statement →What happens next
- 01Share your setup
Upload a recent processing statement, or answer a short set of questions. Either path works.
- 02We review the full picture
Processing costs, fees, contract terms, POS fit, equipment, and support.
- 03An advisor walks you through it
Plain-English findings and the tradeoffs behind each one — no jargon wall.
- 04You choose the path
Stay put, optimize what you already have, or compare other options.
No obligation. No pressure to switch. Recommendations are reviewed by a person before they reach you.