How It Works

Start with the module that saves the most time or generates the most revenue. Expand from there.

You do not need a transformation project. Pick the workflow where the cost is clearest — quoting delays, repeated questions, spreadsheet reporting, PCI compliance, or lost leads. Use the calculators to quantify the impact, onboard through a guided 9-step path, and expand once the first module is delivering.

Book a Demo Calculate Your Savings

Valtura client portal dashboard showing a thin portal setup ribbon, performance snapshot, and live module tiles. — Platform Overview The active dashboard keeps setup to a thin ribbon while broker, PCI, reporting, knowledge, and live operating signals stay visible in one client environment.

Step 1

Use the calculators to find the module with the biggest payoff

Broker saves ~190 hrs/month, knowledge saves ~133 hrs/month, commission saves ~12.5 hrs/month, and PCI generates £6,250+/year in recurring revenue.

Step 2

Onboard through the 9-step guided workspace

Contracts, company profile, merchant data, credentials, service configuration, training, parallel testing, and go-live readiness — all tracked in one implementation path.

Step 3

Run the workflow in the portal until it replaces the old habit

The goal is not just switching something on. It is moving the weekly rhythm into a visible operating layer until the team stops reaching for the spreadsheet.

Step 4

Expand from a proven win — not a grand plan

Once the first module is saving time or generating revenue, the same portal foundation widens into sales, ops, finance, and growth workflows.

The Rollout

A 4-step path from first bottleneck to full operating layer

Calculate the cost of the first bottleneck

Use the calculators to model the time, cost, or revenue impact of your biggest workflow problem. Pick the module with the clearest payoff.

Configure and onboard through the 9-step workspace

Contracts, company profile, merchant data, credentials, service setup, training, parallel testing, and go-live readiness — all tracked in one path.

Adopt the workflow and measure the savings

Roll the module into the day-to-day cadence. Compare actual savings against the calculator model. The numbers should hold or exceed the estimate.

Expand module coverage when the first one is proven

The portal foundation is shared. Once broker is saving time, add knowledge. Once knowledge is reducing escalations, add commission reporting. Build on proven wins.

Three Starting Points

Most ISOs start with one of these tracks

Sales velocity — save ~190 hrs/month

Broker quoting, statement uploads, provider comparisons, and proposal output. Plus ~133 hrs/month saved with AI knowledge support for reps.

See sales solution

Operating control — save ~145 hrs/month

Onboarding workspace, AI knowledge module, and commission reporting. Replace inbox-driven implementation, repeated questions, and fragile month-end workbooks.

See ops solution

Revenue growth — £6,250+/year generated

PCI referrals turn your existing merchant book into recurring revenue. A 500-merchant book with 25% non-compliant earns ~£6,250+/year — without new sales effort.

See growth solution

Calculate your savings, then pick the first module to deploy

Use the calculators to model the impact. Then book a walkthrough where we focus on the module and rollout path that makes the most sense for your team.