Choose a plan for your statement volume.
Choose a package for an independent agent, a sales team, or an enterprise program. Compare the monthly statement allowance and included seats within each group. Plans start at $49.95 per month.
Your team shares the monthly statement allowance, which resets each month. Plans have a 12-month term, no overage charges, and a 14-day cancellation window without penalty.
Review your plan and agreement in enrollment. You can upgrade during the term at a prorated price.
Compare package features.
| Feature | For agentsStarter · Basic | For teamsGrowth · Professional · Business | For ISOs + enterpriseScale · Volume · Enterprise |
|---|---|---|---|
| Monthly statements | 5 or 12 | 25, 50, or 100 | 150, 250, or custom |
| Included users | 1 | 2 or 5 | 10, 15, or custom |
| Statement data extraction and fee analysis | ✓ | ✓ | ✓ |
| Savings analysis | ✓ | ✓ | ✓ |
| Simple and Advanced Pricing | ✓ | ✓ | ✓ |
| Buy rates and projected profitability | ✓ | ✓ | ✓ |
| Merchant proposals | ✓ | ✓ | ✓ |
| Your logo on proposals | ✓Basic | ✓ | ✓ |
| Team administration and proposal tracking | — | ✓Professional and Business | ✓ |
| Additional users | — | Add-onGrowth and above · $19/user/month | Add-onScale and Volume · custom on Enterprise |
| CRM integration | — | Add-onProfessional and Business · $195/month | Add-on on Scale and VolumeIncluded on Enterprise |
| White labeling | — | — | Add-on on Scale and VolumeIncluded on Enterprise |
| Batch upload | Quoted separately | Quoted separately | Quoted separately |
| Custom volume, users, and enterprise SLA | — | — | ✓Enterprise |
Optional users and integrations
Extra users
$19 per additional user per month. Check eligibility and your plan’s included seats during enrollment.
White label
$149 per month on Scale and Volume. Included with Enterprise.
CRM integration
$195 per month, available on Professional through Volume. Included with Enterprise.
Batch upload is quoted separately after signing and is not included in the displayed enrollment total.
Questions before you choose?
Can I see the product first?
Watch an account get priced in the recorded demo, or bring your own statement to a live walkthrough.
Watch the demo →What if I need more statements?
Plans have no overage charges. Move to a higher plan when you need more monthly statements.
How should I budget for a multi-location review?
Count the statements you expect to review across locations and months. If you plan to upload them in batches, request a separate batch-upload quote.
Which plans support merchant proposals under our brand?
White labeling is available on Scale and Volume for $149 per month and is included with Enterprise.
Where do I review the final terms?
Review your plan, recurring charges, add-ons, and agreement before you sign.
See statement analysis
and pricing in action.
Bring a merchant statement and see how your team can analyze fees, compare pricing, and prepare a proposal.