See how a statement becomes a merchant proposal.
Follow a merchant statement from fee review to a priced offer. Watch the product demo for a closer look at the pricing workflow, or play the 72-second overview.
Watch the product demo.
Watch an agent review processing fees, set rates, and prepare a proposal. Play the recording without entering an email address.
▶ Watch recorded demo
Field guides for merchant sales teams
Review multiple locations and months faster with batch processing
Process statements from several stores or several months in one batch so agents spend less time on intake and more time pricing the account.
Download PDF ↓Show the merchant which fees drive the proposed savings
Walk a merchant through current fees, proposed pricing, and the assumptions behind estimated savings.
Download PDF ↓After the sale, check that the merchant got the pricing you quoted
Use StatementAI to check the first processing statement against the signed rates, trace a fee discrepancy to the boarding record, and verify the correction.
Download PDF ↓StatementAI product and pricing guide
Follow a statement from fee review to merchant proposal, then compare all eight plans in the feature chart.
Download the brochure (PDF) →How StatementAI works
See how your team can use a merchant’s statement to review processing fees, price the account, and present a proposal.
Plans, independence, and product questions
Which plan fits?
Compare monthly statement allowances, user seats, and branding options for your team.
Compare plans →Is it independent?
StatementAI has no processor affiliation and does not harvest your merchant leads.
About StatementAI →Have a detailed question?
Ask how StatementAI handles statements or what an integration with your CRM would require.
Contact the team →Frequently asked questions
What is StatementAI?
StatementAI is an AI-powered merchant statement analysis and proposal platform built for ISOs, agents, processors, banks, and other payments professionals. It helps teams turn complex processing statements into clear pricing intelligence, savings opportunities, and merchant-facing proposals.
How does StatementAI work?
StatementAI analyzes merchant processing statements to identify processing costs, pricing structures, interchange expenses, fees, savings opportunities, and other information that can help payment professionals evaluate merchant accounts.
Who is StatementAI designed for?
StatementAI is designed for ISOs, independent agents, payment processors, banks, credit unions, sales organizations, and other companies that review merchant processing statements as part of their sales, pricing, underwriting, or portfolio management workflows.
Can I use StatementAI on a mobile device?
Yes. StatementAI features a responsive interface that allows users to access the platform, review analyses, and work with merchant opportunities from desktop, tablet, or mobile devices.
How do I get started?
Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.
How does AI improve merchant statement analysis?
StatementAI combines advanced AI, OCR, data extraction, and payments-specific logic to interpret complex merchant statements faster and with less manual effort. This allows teams to focus on recommendations and sales strategy instead of manually reading statement data.
Can StatementAI analyze multiple merchant statements at once?
Yes. StatementAI supports batch statement uploads and simultaneous processing, allowing teams to analyze multiple merchant opportunities without working through statements one at a time.
How does StatementAI help with interchange optimization?
StatementAI can help identify interchange-related opportunities, including potential downgrade recovery, CEDP compliant enhanced-data opportunities, and other areas where transaction qualification may affect processing costs.
What happens if a statement is difficult to analyze?
StatementAI is built to handle a wide range of statement formats and uses multiple technologies to improve extraction and completion. When data requires additional attention, the platform is designed to minimize manual intervention while giving users visibility into the analysis.
Can I generate merchant proposals?
StatementAI turns statement analysis results and proposed pricing into polished merchant-facing proposals that clearly communicate potential savings and financial impact.
Can I customize pricing and fee categorization?
Yes. StatementAI provides flexible controls that allow users to categorize fees and configure proposed pricing to better reflect their organization’s pricing strategy and sales approach.
How much does StatementAI cost?
Plans start at $49.95 per month for one user and five statements. Compare all eight plans for statement allowances, seats, and add-ons.
Can I put my own branding on proposals?
Yes. Basic and higher plans support your logo on proposals. White labeling is available as an add-on for Scale and Volume and is included with Enterprise.
How does StatementAI protect merchant data?
StatementAI uses encrypted connections, secure cloud infrastructure, role-based access controls, and security monitoring to help protect sensitive merchant information. Data is protected both in transit and at rest.
Is StatementAI affiliated with a payment processor?
No. StatementAI is independent, with no processor affiliation and no lead harvesting. Merchant statements and analysis results remain your property, so ISOs, agents, and consultants can analyze statements with confidence.
Does StatementAI integrate with my CRM or other systems?
Yes. CRM integration is available as an add-on from Professional through Volume and is included with Enterprise. Contact the team to discuss API access and your integration requirements.