Payments infrastructure built around your business.

Processing, POS and connected payment systems—chosen, configured and supported by Roots. Built around your business.

Square and Roots PaymentsIndependent Square reseller
✓

Payment approved

$58.85 · Visa •• 4242

Ticket sent to kitchenGrilled Salmon · Grill station
Tip added · 20%Split across the shift
FOR YOUR BUSINESS

Start with what you want to improve.

You don’t need to choose a processor, a POS or another piece of software before we talk. Start with the work your payment setup needs to do.

Roots brings the payment options, technical work and hands-on setup together around that need.

CONNECTED TO THE WAY YOU WORK

One sale. Connected records.

Follow one illustrative sale from the customer through inventory, the gateway, accounting, the bank and the receipt.

Roots helps connect the tools you use so each record can be traced back to the same transaction.

ONE CONNECTED TRANSACTION

Avery Chen · ORD-1048

Customer paid$40.00
Customer
ORD-1048
Avery checks outCeramic mug + canvas tote
$40.00Order placed
Inventory system
ORD-1048
Stock reflects the saleMug 8 → 7 · Tote 6 → 5
ORD-10482 items updated
Gateway charge
ORD-1048
Card payment capturedCharge linked to the order
$40.00Paid
QuickBooks transaction
ORD-1048
Sale recorded in accountingCustomer and order reference carried over
$40.00Recorded
Bank transaction
ORD-1048
Deposit matchedNet settlement reconciled to the charge
Batch B-4812Matched
Receipt
ORD-1048
Customer has a recordReceipt for Avery Chen
ORD-1048Delivered
Available connections and settlement details depend on the systems and providers selected.
FROM DECISION TO DAY-TO-DAY

Choosing the technology is only the beginning.

Here’s how we help put it to work.

  1. Review what you have now

    Walk through how you sell, what you pay and the tools your team uses. Identify the part that needs to change.

  2. Choose and connect the right parts

    Agree on providers, configuration and any integrations. Test the sale, adjustment and reporting handoffs before rolling out.

  3. Get your team ready

    Train the people who use the setup, clarify support responsibilities and revisit the workflow as your business changes.

A café owner helping a customer pay at a blue-tiled checkout counter
FOR AGENTS & ISOs

Bring us your next merchant opportunity.

We work with agents and ISOs on merchant accounts, Square resale, specialized processing and custom technical requirements. Explore the programs and agree on responsibilities before introducing a merchant.

Two payment advisors working together at a laptop in a modern blue office

Before we talk payments

Yes. Book a free 30-minute call to review your current setup, discuss a new payment workflow or request a quote.
Roots initiates the opportunity and coordinates onboarding and implementation. Processing partners handle merchant-account services and processing.
We start by reviewing what you already use. The right approach may be to improve your current setup, connect an existing system, or replace one part of it. We map your payment and order workflows, then configure the connections or replacement tools your business needs.
Square is one option Roots sets up and supports as an independent reseller. We also work with merchant accounts, gateways, Roots POS and specialized processing options. The choice starts with your business requirements.
We can review specialized processing options based on the business, industry and acquiring partner requirements. Approval is subject to underwriting. High-risk merchants follow a separate path from Square services.
Yes. Roots builds custom payment integrations and workflows around your business. Book a free consultation to discuss your project and request a quote.
Roots works with businesses and payment agents nationwide, with remote-first setup and support.

Let’s work through your payment setup.

A free 30-minute conversation about what you have, what gets in the way and what you need next.