The portfolio
Portfolio analytics built for agents and ISOs — volume, residuals, churn, and risk surfaced as the decisions that actually move the book.
Portfolio analytics · May 2026
Total volume · MTD
$48.2M
12.4% vs. prior
Residual revenue
$487K
8.7% vs. prior
Active merchants
2,184
3.2% vs. prior
Churn risk
47
14.0% vs. prior
Volume · last 12 months
$9.8M → $48.2M
Top merchants · MTD
Acme Coffee Co.
$412,000
Bayside Auto Repair
$348,500
Northwind Spa
$286,200
Ridgeline Outfitters
$224,700
Capitol Diner
$171,320
Why a real analytics layer matters
Managing a merchant portfolio takes more than monthly numbers. Pulse pulls processing data, residuals, and risk into one analytics layer built for ISOs. Pair it with residual management and risk monitoring and the whole portfolio reports itself.
What's inside
Every merchant, every processor, every dollar of volume in one dashboard. Aggregate across MIDs, regions, agents, and processors without leaving the screen.
Merchant-level performance, residual income contribution, retention curves, and pricing elasticity — surfaced as analysis you can act on, not raw numbers.
Anomaly detection, dispute trends, and exposure dashboards keep risk visible at portfolio scale. Compliance status flows through every report.
Plug processors, finance, and accounting in directly. Reports inherit your branding so the output you ship looks like the team that produced it.
Outcomes
Real-time portfolio dashboards replace the monthly spreadsheet pull.
Exposure trends, anomalies, and audit-ready posture in one view.
Pivot by agent, processor, region, MCC, or cohort — without engineering.
Finance and accounting feeds plug directly in — no data warehouse required.
Compare cohorts and benchmark against the rest of the portfolio.
Surface the merchant, agent, or processor that actually moved the number this month.
Who it's for
Related
Closed release · now taking applications
Boarding in minutes. Residuals that reconcile themselves. A platform that actually understands the way your team operates.
Invite-only cohort · Hand-picked for the closed release