Complimentary Processing Review

Is Your Payment Setup Still Right for Your Business?

We’ll look at how you accept payments, what it is costing you, and whether your current setup still fits the way your business operates today.

✓ No obligation to switch✓ Statement upload is optional✓ Sometimes our advice is to stay where you are
Start My Free Review ↓
A — KEEPYour current setup appears suitable.
B — OPTIMIZEThere may be opportunities to improve cost or payment methods.
C — RESTRUCTUREYour current processing relationship may no longer fit your business model.
Start with the numbers you know

Give us enough to understand the setup.

You can enter the figures yourself, or skip the detailed numbers and upload a recent statement. We can identify the relevant figures for you as part of the review.

1

About your business

2

What are you paying today?

If you know these numbers, enter them. If not, leave them blank and use the optional statement upload below.

3

How does your business get paid?

4

Optional: upload a recent processing statement

Not sure where to find the figures above? Upload a recent statement and CIR can identify the relevant numbers for you as part of the complimentary review.

PDF, JPG, PNG or WEBP · maximum 8 MB. You may redact bank account numbers, tax IDs, merchant IDs, or other information you do not believe is needed for the review.

What CIR does NOT need — please do not send:
  • Online banking passwords
  • Processor login passwords
  • Customer card numbers or CVV/security codes
  • Customer passwords or authentication credentials
  • Access to your bank account

We only need enough information to understand what you are currently paying and how your payment setup works.

5

How should we send your findings?

Submitting a review does not create a client relationship or guarantee approval, pricing, savings, or any particular outcome. CIR may recommend that you keep your current setup.

What happens next

A review before a pitch.

1

We review the setup

We examine the figures you provide and, if supplied, the processing statement.

2

We identify the opportunity

Cost, account fit, payment methods, recurring billing, ACH, or other operational improvements.

3

We show you the recommendation

KEEP, OPTIMIZE, or RESTRUCTURE — with the reasoning behind it. No pressure to switch.