For merchant-services agents
Their statement in. Your proposal out.
Photograph a merchant’s processing statement. Every fee line is read and classified, interchange is separated from markup, and a side-by-side proposal is built in your pricing, under your name and logo. Then track the deal to signed.
On the proposal
| Interchange pass-through | at cost |
| Card association fees | at cost |
| Discount rate · today | $1,453.00 |
| Discount rate · yours | $223.46 |
| 3 junk fees | Removed |
Prepared by Your Name · Your Company · (619) 555-0100
Reads any statement
PDF or phone photo, up to 12 pages. First Data, Heartland, Worldpay, Square, Clover, Toast — every line classified as interchange, assessment, markup, junk or pass-through.
Speaks your pricing
Interchange-plus, membership, tiered, flat rate, cash discount, dual pricing, surcharge. The proposal is built in the model you actually sell, with your numbers.
Tracks the deal
Every statement becomes a merchant in your pipeline. Stages, notes, savings value, one link back to the proposal. Nothing lives in a spreadsheet.
Pricing
Free while we are in beta. When paid plans start, existing workspaces get notice first and keep their data either way.
One rep. Unlimited statements. Your brand on every sheet.
Everything in Solo, plus lead lists and call-day queues when they launch.
Up to five reps under one brand, shared pipeline, manager view.