Aris Insights for Vertical SaaS






Aris Insights – Transform Your Payments Business


You Built Great Software. Now Payments Is Your Fastest-Growing Revenue Stream—And Your Biggest Blind Spot.

When leadership asks about payments performance, teams provide conflicting narratives

  • No unified view of the business
  • Cross-functional alignment takes weeks
  • Strategic decisions get delayed
Finance teams manage payments P&L without deep expertise in interchange, downgrades, or pricing models

  • Month-to-month swings are difficult to explain
  • Optimization opportunities go unidentified
  • Margin leakage remains hidden
Payments expertise is scarce—experienced leaders are in short supply and high demand

  • Small talent pool with intense competition
  • Long hiring cycles when you do find candidates
  • Even strong hires struggle to scale their knowledge
Commercial teams excel at selling your software—but payments requires different expertise

  • Understanding interchange and fraud economics isn’t intuitive
  • Training rarely translates to confident customer conversations
  • The learning curve impacts attach rates and expansion
Processor dashboards show transactions and volume—but not the strategic insights needed for decisions

  • Generic analytics don’t account for your business model
  • No guidance on pricing, risk, or growth strategies
  • The “so what” and “what next” remain unclear
Payments revenue moves unpredictably, and understanding why takes too long

  • Manual analysis consumes weeks of team time
  • Root causes surface after opportunities are missed
  • Reporting cycles can’t keep pace with business velocity

Vertical SaaS companies leave 30-40% of potential payment revenue on the table due to expertise gaps and lack of actionable insights

Meet Your Payments Command Center

From Data Overload to Strategic Decisions in Minutes

Strategic Intelligence

Real-time performance insights across payments, customers, and operations. Understand why revenue and margins move—before your board asks. Surface risks and opportunities automatically. Get the context behind the numbers.

Embedded Payments Expertise

Instant answers on interchange optimization, pricing strategies, risk management. Access deep domain knowledge without the challenging talent search. Scale payments expertise across your organization. Train your team through daily interactions.

Cross-Functional Enablement

Auto-generate QBRs, board updates, client reviews. Equip every function with payments intelligence they can actually use. Help commercial teams speak confidently about payment value. Turn data into action for every role.

Revenue Growth Engine

Specific, prioritized recommendations to increase attach rates. Identify expansion opportunities in your customer base. Optimize pricing and reduce unnecessary costs. Focus resources on highest-impact initiatives.

For the CEO: Complete Visibility Across Your Payments Business

  • Monitor your entire payments P&L and team performance in real-time
  • Understand which initiatives are driving results and where to focus support
  • Access data-driven insights for performance conversations across functions
  • See the complete picture: finance, sales, customer success, operations—in one view
  • Make strategic decisions on pricing, partnerships, and resource allocation with confidence
  • Get board-ready answers in minutes, not weeks of cross-functional coordination

Think of Aris as your VP of Payments Strategy—working 24/7 to make your entire organization payments-intelligent.

From the CEO to the Front Lines: Payments Intelligence for Your Entire Organization

One platform. Seven critical roles. Complete alignment.

CEO / General Manager

  • “Give me a complete payments business health check”
  • “How are our teams performing on payment monetization goals?”
  • “Where should we allocate resources to maximize payment revenue?”
  • “Which customer segments are most profitable in payments?”
Value: Executive oversight, cross-functional visibility, strategic resource allocation

Finance / CFO

  • “Why did payment revenue drop 12% this month?”
  • “What’s our margin forecast if current trends continue?”
  • “Create a revenue walk from Q1 to Q2”
  • “Analyze our interchange costs and optimization opportunities”
Value: Revenue assurance, forecasting, board preparation, margin optimization

Sales / Account Management

  • “Which prospects should I prioritize for payment attachment?”
  • “Help me prepare a customer QBR that includes payment value”
  • “Give me talking points on payment ROI for this customer meeting”
Value: Higher attach rates, confident payment conversations, expansion revenue

Customer Success

  • “Which customers are at risk of payment churn?”
  • “What payment features drive retention in my segment?”
  • “Create payment value analysis for renewal discussions”
  • “How can I help customers increase their payment adoption?”
Value: Reduce churn, increase NRR, strategic customer conversations

Risk / Compliance

  • “What’s our fraud exposure by customer segment?”
  • “Analyze chargeback patterns and root causes”
  • “Which customers might benefit from pricing adjustments due to risk profile?”
Value: Proactive risk management, compliance monitoring

Pricing / Product

  • “How would a 10bps price increase impact revenue and churn?”
  • “What pricing models perform best by vertical?”
  • “Which payment features should we prioritize on our roadmap?”
Value: Data-driven pricing strategy, competitive intelligence, product decisions

Operations

  • “What’s causing delays in payment onboarding?”
  • “Which integration issues are impacting customer satisfaction?”
  • “Identify process bottlenecks reducing payment adoption”
Value: Operational efficiency, better customer experience, faster time-to-revenue

Natural language queries. Expert answers. Every function. Every day. Everyone speaking the same language about payments.

See Aris In Action

Ask anything. Get strategic answers backed by your data.

Dashboard with AI-Powered Business Summary

REPLACE WITH ACTUAL SCREENSHOT
Mockup Description for Designer:

Layout: Modern dashboard with clean card-based design

Top Section – Key Metrics Bar:
4 metric cards in a row showing:
• Revenue: $18.5M (↑ 12% vs Q1)
• Margin: 42.3% (↓ 1.2% vs Q1)
• Active Clients: 1,847 (↑ 156 vs Q1)
• Avg Transaction: $127 (↑ 8% vs Q1)

Main Content Area – AI Summary Panel:
White card with light blue left border, titled “Q2 2025 Business Summary”

Summary text in natural language:
“Q2 2025 showed strong revenue growth (+12% QoQ) driven by new client acquisition and higher average transaction values. However, margin compression (-1.2%) requires attention due to increased interchange costs in retail vertical.”

Three expandable sections below:
✓ Key Wins (green icon)
• 156 new clients onboarded, 89% in healthcare vertical
• Payment attach rate improved to 67% (from 61% in Q1)
• ACH volume grew 34%, reducing overall processing costs

⚠ Areas of Concern (yellow icon)
• Retail vertical showing 3.8% margin decline due to card mix shift
• Top 5 clients represent 42% of revenue (concentration risk)
• Implementation backlog at 28 days (target: 14 days)

💡 Growth Opportunities (blue icon)
• 247 clients eligible for premium pricing (off-contract)
• $2.3M annualized opportunity from interchange optimization
• 89 clients ready for virtual card program (est. $380K revenue)

Charts Below:
• Revenue trend line chart (6 months)
• Margin waterfall chart showing bridge from Q1 to Q2
• Client segmentation pie chart by vertical

Example Query: Performance Analysis

REPLACE WITH ACTUAL SCREENSHOT
Mockup Description for Designer:

Query Box at Top:
Search-style input showing:
“How was our performance in 2Q 2025 and what are some opportunities for growth”

AI Response Panel:
Clean white card with structured response

Performance Summary Section:
“Q2 2025 Performance: Strong Revenue, Margin Pressure”

Metrics grid showing:
• Revenue: $18.5M (+12.1% QoQ, +23.4% YoY)
• Gross Margin: 42.3% (-120bps QoQ)
• Net Revenue: $7.8M (+9.8% QoQ)
• Volume: $1.45B (+15.2% QoQ)

Performance Drivers:
Positive Contributors:
✓ New client acquisition: +$1.8M
✓ Same-store volume growth: +$0.9M
✓ Pricing improvements: +$0.4M

Negative Contributors:
✗ Higher interchange costs: -$0.6M
✗ Client churn: -$0.3M
✗ Product mix shift: -$0.2M

Growth Opportunities Section:
Ranked list with $ impact estimates:

1. Pricing Optimization ($2.8M potential)
• 247 clients off-contract, eligible for rate adjustments
• Average uplift opportunity: 15-25bps
• Recommend tiered approach: start with 50 lowest-touch clients

2. Interchange Optimization ($2.3M potential)
• 34% of transactions downgrading unnecessarily
• Primary cause: missing Level 2/3 data in B2B transactions
• Quick win: Enable data field mapping for top 20 B2B clients

3. Product Expansion ($1.9M potential)
• 89 clients show virtual card usage patterns
• Healthcare segment: 45 clients ready for patient financing
• Retail segment: 23 clients need fraud prevention upgrade

4. Attach Rate Improvement ($1.2M potential)
• Current rate: 67% (industry benchmark: 75-80%)
• 156 SaaS clients not using payments
• Focus on clients with >$500K software ARR

Action buttons at bottom:
[Export Report] [Schedule Follow-up Analysis] [Share with Team]

Example Query: Revenue Walk

REPLACE WITH ACTUAL SCREENSHOT
Mockup Description for Designer:

Query Box at Top:
“Create a revenue walk between 1Q 2024 and 1Q 2025”

AI Response Layout:

Executive Summary Box:
“Payment revenue grew $4.2M (+29.4%) from Q1 2024 ($14.3M) to Q1 2025 ($18.5M), driven primarily by new client acquisition and volume growth from existing clients. Pricing and product mix provided modest tailwinds.”

Main Visual – Waterfall Chart:
Horizontal waterfall chart showing:
• Starting bar: Q1 2024 Revenue = $14.3M
• Positive bars (green):
– New Clients: +$2.8M
– Organic Growth: +$1.6M
– Pricing Actions: +$0.5M
– Product Mix: +$0.3M
• Negative bars (red):
– Client Churn: -$0.7M
– Volume Decline: -$0.3M
• Ending bar: Q1 2025 Revenue = $18.5M

Detailed Breakdown Table:
Table with columns: Component | Amount | % of Bridge | Details

Q1 2024 Base | $14.3M | – | Starting point

New Client Revenue | +$2.8M | 66.7% | 412 new clients added
• Healthcare: +$1.2M (156 clients)
• Retail: +$0.8M (128 clients)
• Professional Services: +$0.5M (89 clients)
• Other: +$0.3M (39 clients)

Same-Store Growth | +$1.6M | 38.1% | Volume growth from retained clients
• Transaction volume: +18.4%
• Average ticket: +3.2%
• Payment method mix shift to cards: +2.1%

Pricing Actions | +$0.5M | 11.9% | Rate adjustments and fee optimization
• Annual price increases: +$0.3M (147 clients)
• Renegotiated contracts: +$0.2M (34 clients)

Product Mix | +$0.3M | 7.1% | Higher-margin products
• Virtual card adoption: +$0.2M
• Premium features: +$0.1M

Client Churn | -$0.7M | -16.7% | Lost revenue from departures
• 87 clients churned (21.1% of base)
• Average lost revenue: $8,046 per client
• Top reasons: acquired (34), out of business (28), pricing (25)

Volume Decline | -$0.3M | -7.1% | Existing clients processing less
• 156 clients with declining volume
• Average decline: 23.4%
• Requires proactive account management

Q1 2025 Ending | $18.5M | +29.4% | Net result

Key Insights Box:
Background: Light blue
💡 Strategic Insights:
• New client acquisition is your primary growth engine (67% of growth)
• Churn rate of 21% is above industry benchmark (15-18%)
• Same-store growth of 21.6% shows strong account expansion opportunity
• Pricing power exists but underutilized (only 12% contribution)

Recommendations Box:
Background: Light green
✓ Priority Actions:
1. Reduce churn to 15% (potential +$0.4M/quarter saved)
2. Expand pricing program to 200+ off-contract clients
3. Proactive outreach to 156 declining-volume accounts
4. Accelerate product mix shift to higher-margin offerings

Action buttons:
[Download Excel] [Generate Board Slide] [Drill Into Churn] [Compare to Budget]

This is just a glimpse. Aris answers hundreds of questions across your entire payments business.

How Aris Turns Your Data Into Strategic Advantage

The Methodology: AI + Payments Mastery + Your Business Context

1

Advanced AI Reasoning

  • Latest Claude AI models specialized for payments analysis
  • Processes 36+ months of data in seconds
  • Understands complex multi-variable relationships
Technical differentiator: Dynamic learning, not static dashboards

2

Deep Payments Domain Expertise

  • 25+ years of fintech P&L leadership embedded in the platform
  • Understands MCC codes, interchange optimization, pricing models, vertical nuances
  • Knows what matters for your business decisions
Industry differentiator: Built by operators who’ve solved these problems

3

Your Complete Data Universe

  • Transaction data (volume, revenue, margins, payment methods)
  • Enterprise data (CRM, support tickets, implementation status)
  • External signals (competitive dynamics, regulatory changes, market trends)
Data differentiator: Holistic view beyond payment rails

4

Your Strategy & Business Context

  • Your growth targets and constraints
  • Your product roadmap and priorities
  • Your market positioning and competitive dynamics
Personalization differentiator: Tailored to YOUR business, not generic insights

The Result: Contextual, actionable intelligence that understands YOUR vertical SaaS, YOUR customers, YOUR strategy—not generic payment analytics.

The Paradigm Shift

Traditional BI gives you dashboards to interpret. Aris gives you strategic recommendations supported by data. Yes, visualizations are included—but they’re the evidence for insights, not the end product. You get the “So what?”, “Why?”, and “What next?” that transforms data into decisions.

Ready to Stop Guessing and Start Growing?

See Aris in Action

30-minute personalized demo
We’ll analyze your payments business live
Walk away with 3 immediate opportunities

Book Demo

With Aris, You Can:

  • Increase payment attach rates 15-30%
  • Reduce time spent on reporting by 80%
  • Optimize pricing and margins immediately
  • Scale payments without proportional headcount growth
  • Make confident strategic decisions daily


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