Payments & Merchant Services
A regional ISO — residual reconciliation, automated
1,200+rows reconciled monthly
01Intro
We build and run the AI agent that does your back-office work
In your tools, on your schedule, with your sign-off — you don't touch a thing. We build the agent, we operate it, we're on call when it matters. McAllen-based · Se habla español.
Built and run for you — not DIY
Flat monthly price — no usage roulette
English or Spanish, on your channels
02Browser Agent
It doesn't just answer. It clicks, types, and buys.
Chatbots talk. Our agent works. It opens a browser, logs into the sites you already use, and does the boring stuff for you — sending invoices, reconciling residuals, pulling reports, filing paperwork. Every morning, on the dot, without asking.
It works on the portals that don't have an API — the county permit sites, the ISO residual dashboards, the booking apps nobody else can automate.
Sends the invoices
Pulls yesterday's completed jobs from your CRM at 6am and bills every client through Stripe.
Reconciles residuals
Logs into the ISO portal, pulls the residual report, and reconciles it against your book.
Files the paperwork
Files permits and forms on county portals that have no API — confirmation numbers logged.
Syncs your inventory
Keeps Fishbowl and Shopify in lockstep so stock and orders never drift.
See it run for your opsLive sessions on request
agent.csz.digital/session/residual-0312
LiveRecording · session residual-0312
Agent log
- >01Opens iso-portal.example.com…
- >02Signs in as ops@merchant-co
- >03Downloads residual report — March
- >04Matches 1,204 rows against ledger
- >05Flags 3 discrepancies → $412.80
- >06Posts summary to Slack #finance
03Operation
We don't hand you a bot. We run it.
Most tools give you a sandbox and a login. We give you an operator. We scope the workflow, build the agent against your actual tools and portals, run it in production, watch it, and fix it when a portal changes — so you get the outcome without becoming an AI ops team.
.01
Scope
We sit with your back office and map the workflow that's eating hours.
.02
Build
We build the agent against your real tools and portals — starting from a vertical template that already knows your domain.
.03
Operate
We run it in production and monitor every run. You approve the actions that need a human.
.04
Maintain
When a portal changes or a number looks off, a named human in McAllen fixes it — in English or Spanish, on an SLA.
Done-for-you (us)
DIY agent tools
We build and operate it
You configure and babysit it
Flat monthly price
Per-credit — heavy months spike
Ships knowing your industry
Blank sandbox every time
Your channels — SMS, WhatsApp, email, dashboard
Slack / Teams only
Named human, bilingual, on an SLA
Email a support address
04What we build
We build the software we run our own business on.
Not just automations — full custom platforms. This is our own ops dashboard: payroll, invoicing, a grounded AI assistant, and a live board of everything in flight. We build the same for you.
Ops cockpit
Every dollar in and out, clients, and workers in one role-scoped view.
Payroll & pay
W-2 + 1099 payroll, tax filing, invoicing, and read-only bank feeds.
Grounded assistant
Ask it anything — tickets, revenue, pay — answered from live data.
Unified board
Support tickets, Linear issues, PRs, and Notion todos, together.
Hire portal
New hires self-onboard payroll and join the team chat in minutes.
cszdigital.net/ops
CockpitPayrollBoardInvoices
MRR
$8,300
Net retained
$7,470
Open tickets
5
Money in → net
In
Partner
Payroll
Net
04AI Assistant
An assistant that knows your business
We don't drop in a generic bot. We ground the assistant in all of your data — your docs, past conversations, CRM records, and workflows — so it answers like your best team member and takes action inside your systems.
- >Trained on your docs, tickets, CRM & knowledge base
- >Answers in your brand voice, 24/7
- >Books calls, qualifies leads & routes to your team
- >Improves continuously as new data comes in
Your data
We ingest your knowledge base, past conversations, and product docs.
Grounded
Grounded in your business — your docs, tickets, and CRM — not a generic off-the-shelf bot.
Private & safe
Your data stays yours, with guardrails against off-topic answers.
CSZ Assistant
OnlineDid the Booksy sync run this morning?
Yes — 42 records synced at 6:04am, one appointment flagged for review. Want me to pull the flagged one?
What did we invoice the Reyes job last week?
The Reyes job was invoiced $1,240 on net-15 terms, sent Tuesday. I can resend or pull the full thread.
Ask anything…
>05Pricing
One flat price. No usage roulette.
One flat monthly price. We absorb the usage risk with caps — no per-credit meter, no surprise heavy-month bill. A loaded back-office admin in the Valley runs ~$2,500–3,500/mo; if the agent does half that job for a flat fee, you do the math.
Agent Lite
Assistant + read-only actions. Answers, pulls, reports.
Flat monthly + one-time setup
Contact for a quote
- Grounded assistant on your data
- Read-only pulls & reporting
- One channel (SMS, email, or dashboard)
- Business-hours support
Agent Pro
Most popularBrowser automation + write actions + human approvals. The workhorse.
Flat monthly + one-time setup
Contact for a quote
- Everything in Lite
- Browser automation on legacy portals
- Write actions with human approval
- Vertical workflow templates
- Multi-channel + monitored runs
Agent Enterprise
Custom vertical workflows, self-hosted, on an SLA.
Flat monthly + one-time setup
Contact for a quote
- Everything in Pro
- Custom vertical workflows
- Self-hosted / in-your-boundary
- Audit logs & compliance support
- Named operator on an SLA
06Projects
Case studies
Local Services
A McAllen barbershop chain — Square-to-Booksy sync
0double-entry
Property & Development
A commercial property group — bilingual lead & AR triage into CRM
240+tenants covered
07Environments
Solutions by industry
We offer all options for industry-specific automation.
08Security
Your data stays in your boundary.
Built for payments and compliance teams that can't ship their data to someone else's US-only cloud. Approvals, audit trails, vaulted credentials, and self-hosting come standard.
Human-in-the-loop approvals
The agent proposes; a human approves the actions that move money or touch records.
Audit logs
Every run, every click, every confirmation number — logged and yours.
Credentials never exposed to the model
Logins are vaulted. The model acts through them but never sees them.
Self-hostable / in-boundary
Run it on our infra or inside yours. Self-hosted browser automation means sensitive data never leaves your walls.
09Stack
Integrations
SqSquare
BkBooksy
StStripe
ClClover
FbFishbowl
ShShopify
QBQuickBooks
TwTwilio
PlPlaid
Slack
n8n
OpenAIWe connect your tools into one system, eliminating manual work and saving time.
[ Built to scale ]
Systems that run while you sleep
10Areas
What we can automate
We build automation around your workflow.
Lead capture & qualification
Instantly filter high-intent leads without manual review.
CRM updates & routing
No missed leads, no manual data entry: all is counted.
Document & data processing
Turn unstructured data into usable insights instantly.
Reporting & inner operations
Always up-to-date data without manual work.
Much more
Explore all solutions11Results
Results of our work
0Double-entry
for barbershops
Square and Booksy stay in lockstep — bookings, sales, and client records sync themselves, every day.
1,200+Rows reconciled
monthly
The agent pulls the ISO residual report and matches it against the ledger — discrepancies flagged, not missed.
240+Tenants triaged
bilingually
Leads and AR follow-ups routed into the CRM in English or Spanish, without anyone re-keying a thing.
12Value
Why choose us
.01
Built and run for you
.02
Flat monthly price
.03
Built around your workflow
.04
Local & bilingual, on an SLA
.05
Ongoing optimization
Much more
Founder, CSZ Digital
We are focused only on measurable results
13Help
FAQ
Everything you need to know about AI automation.
No. We build it and we operate it — and we stay on call when a portal changes or a number looks off. You get the outcome without becoming an AI ops team. That's the whole point.
Flat monthly. We cap and absorb the usage risk so your bill is predictable — no per-credit meter, no surprise heavy-month spike.
Payments and merchant services, property and development, manufacturing and apparel, and local services like barbershops, med spas, and restaurants — teams with real back-office work to automate.
The tools your industry actually runs — Square, Booksy, Stripe, Clover, Fishbowl, Shopify, QuickBooks, Twilio, Plaid — plus the legacy portals that have no API at all, like county permit sites and ISO residual dashboards.
Yes. Actions that move money or touch records get human approval, every run is logged, credentials are vaulted so the model never sees them, and we can self-host so your data never leaves your boundary.
We do. The agent is the focus, but we design and build websites, dashboards, and apps too — often to feed directly into the systems we run for you.
Got some other questions?
Send message12Book
Book a free assessment
Grab 30 minutes. We'll find the highest-leverage system in your business and show you what it takes to build it. McAllen-based · Se habla español.
Pick a time that works — or send a note and we'll get right back to you.
Request a time