For private equity
Payments integrated at close, even if the software never is.
Every add-on arrives with its own processor, its own rate and its own software. SwitchKeep moves card and bank payments onto the processor and rate you choose for the platform, while each company keeps the software its team runs on.
The problem
Ten acquisitions, ten processors, ten rates.
Rates negotiated alone
Each small company took whatever rate came bundled with its software. None had the volume to negotiate.
Migration is the bottleneck
Moving every add-on onto one software platform is a project per company. Payments usually wait for it.
No single view of cash
Payments, deposits and fees live in a different processor portal for every company you own.
60.5%
of residential services deals so far in 2026 were done by private equity sponsors and their portfolio companies.
Capstone Partners, 2026Third-party market figures, not SwitchKeep results.
How it works
Separate the payments decision from the software decision.
SwitchKeep sits between each company's software and the processor. Change the processor once, for the whole platform; leave the software for whenever, or never.
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Choose the processor
Pick or negotiate one processor relationship for the platform, priced on the combined volume.
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Board each company
Each company gets its own merchant account under that agreement, as separate legal entities usually need.
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Keep their software
Staff take payments from the invoices they already use. Every payment is recorded back on the invoice.
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See it together
Payments, deposits and reconciliation for every company, in one portal, merchant account by merchant account.
What changes
For the platform, and for each company.
One rate conversation
Processing is negotiated once, for the platform's volume, instead of company by company.
Payments before migration
Move payments as soon as a deal closes. If the software moves later, the payments setup stays as it is.
Reconciliation per company
Each merchant account reconciles on its own, so a group total can't hide two companies that are off.
Saved cards you control
Customer cards saved on the platform's processor, with recorded consent, not inside each vendor's payments.
Little for the team to learn
Office and field staff keep their software. The change is a Pay button on the invoice.
Your brand per company
Each company keeps its own name and logo on pay pages, receipts and customer emails.
Fit
Where it fits, and where it doesn't.
- Fits: companies that invoice from any web-based software and take payments in the office or by pay link.
- Fits: platforms mid-acquisition, where software standardization is months away or not planned.
- Doesn't yet: desktop-installed software, or payments taken on a phone app.
- Check first: tell us what each company runs. We connect anything new to us and map the rollout before you commit.
FAQ
Questions operating partners ask.
Do we have to use your processor?
No. SwitchKeep isn't a processor. Keep one we support, or we set one up for the platform; where we set up the accounts, we're paid through a share of processing.
Does it replace software standardization?
No, it removes the dependency. Standardize software when it makes sense; payments don't have to wait for it.
How long does each company take?
Once its merchant account is approved, setup is a connection, a test charge and a Chrome extension. Moving saved-card customers happens at each company's pace.
How is it priced?
The SwitchKeep extension is free for each portfolio company. Ask us how a platform rollout works.
What does each company's team see?
The same step-by-step walkthrough every business gets, with your rollout plan around it.
Map your portfolio with us.
Send the list of companies, their software and their current processors. We'll show where SwitchKeep fits and in what order.