Turn statements into sales.
In seconds.
Price the account before your next merchant meeting. Upload a statement or a batch, compare the offer with your buy rates, and show the merchant what would change in dollars per month.
Put every statement to work for your sales team.Build your quote from the merchant’s statement.
Apply your rates to the merchant’s own sales volume and card mix. Put both monthly totals in the proposal so the merchant can see what changes.
Statement analysis.
Review sales volume, transaction count, and fees by card type.
Savings opportunities.
Identify interchange padding, the cost of downgrades, and transactions that may qualify for a lower rate.
Pricing & profitability.
Adjust the offer and see what the merchant could save and what your ISO could earn.
Merchant proposals.
Show current fees, proposed fees, and the monthly difference on the same processing volume.
Built for the people
who sell merchant services.
Give every agent a consistent way to quote.
Give every rep the same starting point. Use the merchant’s card mix and your buy rates. Review the projected margin before the proposal goes out.
See it with your team →Show the merchant what last month would have cost.
Put the current statement beside your offer. Walk the merchant through the fees that change and the ones they would still pay.
Explore the agent workflow →Support your sales teams and partners.
Support your sales teams and ISO partners with a consistent way to review statements and prepare quotes. Talk with us about statement volume, batch uploads, and the requirements of your partner program.
Discuss your requirements →Put statement analysis inside your sales workflow.
Build a payments CRM, merchant onboarding platform, or sales application? Explore how your agents could review processing costs and quote a prospect in the software they already use.
Explore platform integration →Connect the quote to merchant enrollment.
A merchant statement usually lands with the agent before the application reaches onboarding. If your platform manages that sale, talk with us about using the StatementAI API to bring statement analysis into the opportunity record and carry the agreed pricing into enrollment.
Discuss API access →Start where the agent collects the prospect’s processing statements. Identify how your platform associates them with the right merchant opportunity.
Decide which figures the rep needs when quoting the deal, including current fees, proposed monthly cost, and estimated savings.
Map the handoff from an accepted proposal to a merchant application. We’ll review your data requirements, API access, and expected statement volume.
See StatementAI in action.
Watch the recorded walkthrough, or bring a statement to a 15-minute live demo.
Schedule a live demo →
Keep control of the
merchant relationship.
StatementAI supports the way you sell merchant services. Your ISO sets the pricing strategy, your agents lead the conversation, and your merchant relationships stay yours.
Review the merchant’s current costs and build your proposed program with an independent analysis tool.
Your prospect is an opportunity for your business. StatementAI does not harvest your merchant leads.
Set proposed rates and fees, review projected profitability, and edit the proposal before presenting it to the merchant.
Starting at $49.95 a month.
Packages as low as $7 per statement (Volume plan).
Starter
StatementAI-branded proposals.
Explore Starter →Basic
Add your logo to merchant proposals.
Explore Basic →Growth
Share the monthly allowance across two seats.
Explore Growth →Professional
Manage your team and track agent activity.
Explore Professional →Bring a statement.
Let us show you what we can do.
Have a question about a downgrade, a buy rate, or a proposal? Bring it to the StatementAI team. We’ll walk through the numbers with you.