Deal management to rule them all.

Autoboard accelerates your deal flow by simplifying application intake and automatically verifying information for a decision.

Autoboard's enterprise security and modern efficiency improves organizations of all shapes and sizes, from sales and web forms to underwriting and ops.
Agent
Office
Retail
ISO
Wholesale
ISO
PayFac
Software
Vendors
Deal management is complicated.
Autoboard makes it easy.
Autoboard for Agent Offices
Autoboard's Preview mode fixes errors up front, and ensures your applications fly through your partner's underwriting.
Easily organize all of your deals from infinite sources, whether website landing pages, CRMs, or Autoboard's built-in online forms.
Autoboard for Retail ISOs
Get each merchant onto the right platform.  Autoboard supports multiple applications for multiple Wholesale ISOs and Sponsor Banks.
Reduce back-and-forth on application forms with inline validation and intelligent quality assurance to clean up deals before sending to the Wholesale ISO.
Deal management is complicated.
Autoboard makes it easy.
Unified deal intake from Retail ISOs, CRMs, and ISV's, for both inside and outside sales.
Analytics, reports, and messaging both internally and throughout your partner heirarchy.
Deal management is complicated.
Autoboard makes it easy.
Easily integrate Autoboard into your decisioning process, whether via API or our web dashboard.
With a multitude of cross-verifications, you can rest assured that your sub-merchants have been fully vetted.
Deal management is complicated.
Autoboard makes it easy.
Built from experience.
Built for breakthrough.
20k+
deal experience
26
integrations and counting
4
years in development
33
years in
Payments
Industry