The product

One workflow. Three jobs. No spreadsheets.

Endorser is purpose-built for ACSP-registered firms. It handles identity verification, evidence-pack generation, and fee tracking in a single workflow — so the work that used to live in four tools lives in one.

i.

Verify identities at scale.

Pick individuals from your imported client list and send branded verification links. The individual completes the check on their phone in under three minutes. Status returns to your dashboard. Edge cases — name mismatches, expired documents, low-confidence reads — land in the manual review queue with full context attached.

  • Bulk send to dozens of individuals at once
  • Mobile-first IDV via integrated provider (no app install for the recipient)
  • Manual review queue with hash-chained decisions
  • Re-send and reminder logic without double-charging
ii.

Generate evidence packs your supervisor will accept.

One click generates a signed, timestamped, tamper-evident bundle: a PDF for human readers and a JSON manifest for systems. Choose a single individual, a whole client, or a date-range across your firm. Every action — including manual overrides — is in the audit chain.

  • Per-individual, per-client, per-firm, per-date-range exports
  • Cryptographic signature and verifiable hash chain
  • Direct DMS upload (CCH, IRIS, Inform Direct integrations)
  • AML supervisor "audit-ready" view
iii.

Track and bill the fee.

Every verification has a cost. Every client has a running balance. Endorser surfaces the per-client total and lets you export to your billing system, or invoice direct. Margin protection is automatic: you see exactly what each client owes you and what each verification cost you.

  • Per-client running total of verifications and revenue
  • Configurable fee per client or per tier
  • Monthly export to Xero, QuickBooks, or generic CSV
  • Native invoicing with Stripe collection (optional)

Built for the November cliff. Designed for what comes after.

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