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FOR ISOs

Multi-Merchant Management, Built for ISOs

Manage your entire merchant portfolio from one platform. Real-time visibility into performance, revenue, and risk across every merchant — branded as your own.

Why ISOs Choose FinMI

Everything you need to manage, grow, and retain your merchant portfolio — out of the box.

Portfolio Visibility

See every merchant's performance, revenue trends, and risk indicators from a single dashboard.

White-Label Ready

Brand the platform as your own with custom domains, logos, and complete white-labeling.

Merchant Retention

Give merchants a modern dashboard that increases stickiness and reduces attrition.

PORTFOLIO MANAGEMENT

One Dashboard for Your Entire Portfolio

Stop toggling between merchant accounts. With FinMI, your entire book of business is visible from a single, unified dashboard. Drill into any merchant in seconds, compare performance across your portfolio, and spot issues before they escalate.

Multi-merchant management from one login
Role-based access for your team and merchants
Cross-merchant analytics and reporting
Merchant Portfolio
5 merchants
MerchantStatus30-day Vol.
Greenfield BakeryActive$42,180
Apex Auto PartsActive$118,430
Coastal Med SupplyReview$67,210
Pinnacle SaaS Inc.Active$203,900
Metro Fitness ClubActive$31,750
Total 30-day volume$463,470
Customer — jane@globalco.com
3 merchants
Greenfield Bakery
Primary record
$4,280
Pinnacle SaaS Inc.
Same email — switch to view
$12,900
Apex Auto Parts
Same email — switch to view
$1,420
Unified activity across siblings
18
Transactions
2
Subscriptions
4
Cards on file
CUSTOMER INTELLIGENCE

See the Whole Customer, Not Just One Merchant

When the same customer buys from multiple merchants in your portfolio, FinMI unifies their record without merging tenants. Each merchant keeps its own books and PII scope — but your team sees the full picture: transactions, subscriptions, cards, and disputes across sibling accounts.

The branded customer portal recognizes the same buyer across your merchants and lets them switch safely between accounts with a freshly-signed token — no duplicate logins, no data leaks.

Cross-merchant customer disclosure and rollup
Unified cards-on-file, transactions, and chargebacks
Portal "Switch merchant" with token rebinding per click
Strict per-merchant tenant isolation — zero cross-ISO leaks
ISO Revenue Growth
Revenue ($K)Merchants
Jul
Aug
Sep
Oct
Nov
Dec
Jan
$68K
MRR
72
Merchants
+467%
6-mo Growth
REVENUE & RETENTION

Revenue Stream + Retention Moat

Turn your payment platform into a profit center. Charge merchants a monthly SaaS fee for access to a modern dashboard, then watch retention climb as they embed it into their daily operations.

SaaS revenue from every merchant
Predictable monthly recurring revenue
Increased merchant lifetime value
Reduced churn through better tools
Bundle with processing agreements
Dedicated onboarding support

How FinMI Compares

See how a purpose-built ISO platform stacks up against alternatives.

FinMIMost Popular

  • Monthly cost$149–699/mo
  • Multi-merchant portfolio view
  • White-labeling & custom domainFull
  • Role-based access
  • Cross-merchant customer intelligence
  • Branded customer portal + merchant switch
  • Merchant analyticsAdvanced
  • Invoicing + autopay + dunning for merchantsBuilt-in
  • Payment Forms + Checkout PagesBuilt-in
  • DisputeProof dispute workspaceIncluded Growth+
  • Audit logs
  • Time to launch1 day
  • Ongoing maintenanceIncluded

Gateway Portal

  • Monthly costIncluded (basic)
  • Multi-merchant portfolio viewBasic
  • White-labeling & custom domain
  • Role-based accessLimited
  • Cross-merchant customer intelligence
  • Branded customer portal + merchant switch
  • Merchant analyticsBasic charts
  • Invoicing + autopay + dunning for merchants
  • Payment Forms + Checkout Pages
  • DisputeProof dispute workspace
  • Audit logs
  • Time to launchN/A
  • Ongoing maintenanceN/A

Build Your Own

  • Monthly cost$10K+/mo dev costs
  • Multi-merchant portfolio viewCustom
  • White-labeling & custom domainCustom
  • Role-based accessCustom
  • Cross-merchant customer intelligenceCustom
  • Branded customer portal + merchant switchCustom
  • Merchant analyticsCustom
  • Invoicing + autopay + dunning for merchantsCustom
  • Payment Forms + Checkout PagesCustom
  • DisputeProof dispute workspaceCustom
  • Audit logsCustom
  • Time to launch6–12 months
  • Ongoing maintenanceYour team

Give Your Merchants the Dashboard They Deserve

Launch a branded payment operations platform for your merchants in days, not months.