Serve First Solutions (now Fortis) Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Fortis, which was formerly Serve First Solutions, operates in the financial services space and is based in Costa Mesa, California. The company embeds payments and accounts receivable automation inside the ERP systems that its customers already use, such as NetSuite, Sage, Acumatica, and Microsoft Dynamics 365 Business Central. Its primary markets include construction, distribution, field services, and manufacturing, where slow accounts receivable is framed as an operational challenge rather than a payments issue. By integrating payments into ERP workflows, Fortis aims to reduce manual tasks, accelerate cash application, and improve visibility into cash flow.

For software platforms built on these ERPs, Fortis provides embedded payments capabilities that support monetization and offer a more integrated customer experience without the need to build or manage payments infrastructure. A recent development is a strategic partnership with BigCommerce announced in September 2025, reflecting Fortis's ongoing expansion in embedded payments across commerce platforms.

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