The Merchant of Record for SaaS growth

CleverEssentials powers every part of your global software sales — from payments to taxes.

Cleverbridge dashboard showing revenue growth, Fortress subscription, and payment options like Visa, PayPal, Amex.

Powering the world’s best companies

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Tenable logo
Jamf logo
Pioneer DJ logo
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Red Hat logo
SUSE logo
Sony logo
Cyncly logo
Tenable logo
Jamf logo
Pioneer DJ logo
Veeam logo
Red Hat logo
SUSE logo
Sony logo

Why use a Merchant of Record?

A Merchant of Record (MoR) simplifies global ecommerce by managing payments, subscriptions, taxes and more whenever (and wherever) your customers make a purchase.

Offloading these tasks allows you to focus on other aspects of growing your SaaS business, such as building innovative products and delivering a great customer experience.

What is a merchant of record?

Features

All-in-one revenue infrastructure

Fortress app subscription screen, payment options, and revenue graph with global languages and payment logos.

Global payments

Process transactions with a high-performing payment stack.

  • 32 supported payment methods, including local options
  • 59 transaction currencies and real-time currency management
  • Built-in support for recurring billing
  • Dynamic routing to optimize authorization rates
Learn more
Checkout page showing payment options, order summary, and AOV graph. Flags indicate localization choices.

Optimized checkouts

Convert more customers with region-specific checkout experiences.

  • Full-page, pop-up and embedded checkout formats
  • 30 languages and dynamic form fields by region
  • A/B/C+ testing and self-service customization
  • Cart prefill, coupon support, and upsells
Learn more
Fortress subscription renewal notice and options on mobile and desktop screens with graphs showing active subscribers.

Subscription management

Support flexible pricing, upgrades, renewals, and customer self-service.

  • Free trials, discounts, usage-based and seat-based pricing
  • Customer portal for renewals, upgrades, and invoicing
  • Automated renewal campaigns and dunning
  • Reporting on churn, MRR, and retention
Learn more
Fortress platform payment interface with credit card options, invoice details, and a $600 enterprise subscription.

Quoting & invoicing

Simplify B2B purchasing with quoting, invoicing, and offline payment support.

  • Generate quote-to-cart links from your CRM
  • Support for proforma and tax-compliant invoices
  • Custom payment terms and automated reminders
  • Self-service quote and invoice generation for buyers
Learn more
Invoice interface showing $210 due with transaction details, currency symbols, flags, and PCI DSS compliance logo.

Global tax & compliance

Operate worry-free with built-in tax handling and embargo enforcement.

  • Automated tax/VAT/GST calculation, filing, and remittance
  • Tax-compliant invoicing across global markets
  • OFAC sanctions monitoring and legal entity handling
  • PCI DSS, GDPR, and CCPA compliance
Learn more
Woman using a computer with headset, overlaying global map, fraud screening data, and acceptance rates chart.

Fraud prevention

Stop bad actors while protecting customers from false declines.

  • AI-powered fraud scoring and manual review
  • Shared and client-specific fraud rules
  • Chargeback dispute handling and prevention
  • Real-time alerts and activity monitoring
Learn more
Dashboard showing revenue analytics and payment logos, including Visa and Klarna, with a globe in the background.

Reporting & analytics

Get actionable insights from reporting dashboards and forecasting tools.

  • Subscription, transaction, and revenue reporting
  • Anomaly detection and renewal forecasting
  • Benchmarking by industry and geography
  • Report Builder and Snowflake integration
Learn more
Fortress app subscription screen, payment options, and revenue graph with global languages and payment logos.
Fortress app subscription screen, payment options, and revenue graph with global languages and payment logos.
Checkout page showing payment options, order summary, and AOV graph. Flags indicate localization choices.
Fortress subscription renewal notice and options on mobile and desktop screens with graphs showing active subscribers.
Fortress platform payment interface with credit card options, invoice details, and a $600 enterprise subscription.
Invoice interface showing $210 due with transaction details, currency symbols, flags, and PCI DSS compliance logo.
Woman using a computer with headset, overlaying global map, fraud screening data, and acceptance rates chart.
Dashboard showing revenue analytics and payment logos, including Visa and Klarna, with a globe in the background.

180+ million

transactions processed

1.5+ million

transactions per month

100%

platform uptime in 2024

Platform

Strength where it matters most

Smartphone displaying ACME renewal email, globe with lock symbol, and certifications: GDPR, PCI DSS, CCPA, ISAE 3402.

Security

Scale with enterprise-grade infrastructure that protects your data and ensures uptime.

  • <99.99% uptime and fault-tolerant architecture
  • Offline order taking for built-in resiliency
  • End-to-end encryption and tokenization
  • Annual audits for PCI DSS and ISAE 3402
See how it works

Client stories

How leading brands are growing with Cleverbridge

CleverEssentials includes everything you need to scale globally: Global Payments, Optimized Checkouts, Subscription Management, Quoting & Invoicing, Tax & Compliance, Fraud Prevention, and Reporting & Analytics.

Cleverbridge supports payments in 240+ countries and territories and processes transactions in 59 currencies, ensuring a seamless global experience.

Cleverbridge supports 32 global payment methods, including credit cards (Visa, Mastercard, American Express), digital wallets (Apple Pay, Google Pay, PayPal), bank transfers (ACH, SEPA), BNPL, and more.

We provide out-of-the-box integrations via Workato, GraphQL and REST APIs, webhooks, Snowflake Data Sharing, and file export options to connect with CRMs, ERPs, BI tools, and more.

Absolutely. Cleverbridge adheres to strict global standards including PCI-DSS, GDPR, ISO 27001, and ISAE 3402, with high-trust infrastructure and access controls.

Everything you need to sell everywhere