Technology built by payments industry experts.
Starter
For independent agents and small teams looking to automate statement analysis, uncover savings opportunities, and generate professional proposals
Professional
Designed for growing sales organizations that need team collaboration, enhanced capabilities, and higher-volume statement processing.
Enterprise
A customized platform for processors, banks, ISOs, and other organizations requiring enterprise-scale automation, integrations, white-label capabilities.
Accurate Statement Analysis. Instantly.
Our automated statement analysis leverages advanced AI to transform complex processing statements into clear, actionable insights in seconds.
By simplifying the process and uncovering opportunities for cost savings, we help businesses and sales partners drive smarter decisions and boost profitability with ease.
Streamline Client Onboarding
Simplify and accelerate the onboarding process for your clients with our automated, AI-driven statement analysis. By eliminating manual data entry and streamlining statement reviews, you can sell and onboard clients faster, impressing them with a seamless experience that sets you apart from the competition. This efficiency gives you more time to focus on building relationships and winning new business.
Leverage Data-Driven Insights for Increased Margins
Empower your clients with actionable insights derived from our advanced statement analysis. Our AI technology identifies hidden costs, inefficiencies, and opportunities for savings, enabling your clients to reduce expenses and put margin back into their business. As a sales partner, you’ll position yourself as a trusted advisor who delivers tangible value, strengthening client relationships and retention.
Increase Sales Conversions
Win more business by using our solution to create compelling, data-backed proposals. With instant access to detailed analysis and clear visuals, you can demonstrate how your offerings will directly benefit clients’ bottom lines. This transparency builds trust and confidence, making it easier to close deals and stand out in a competitive marketplace.
Analyze more statements. Close more deals.
-
Independent sales agents succeed by identifying opportunities quickly and engaging more prospects. StatementAI eliminates the time-consuming process of manually reviewing merchant statements by automatically extracting key data, identifying pricing opportunities, and generating professional analysis reports in minutes. This allows agents to spend less time on administrative work and more time building relationships, increasing proposal volume, and closing new business with confidence.
-
For ISOs, growth depends on scaling analysis and maintaining consistency across sales teams. StatementAI standardizes the statement review process by leveraging AI-powered extraction, pricing analysis, interchange evaluation, and profitability modeling across all opportunities. Teams can analyze more statements, uncover hidden savings opportunities, improve proposal quality, and onboard new sales representatives faster through a repeatable, data-driven process that drives increased production and higher conversion rates.
-
Banks, credit unions, and financial institutions face increasing pressure to deepen client relationships while expanding treasury and merchant services revenue. StatementAI enables relationship managers and merchant services teams to quickly assess merchant processing costs, identify optimization opportunities, and deliver consultative recommendations backed by detailed analysis. By automating complex statement reviews and providing actionable insights, financial institutions can enhance customer value, improve retention, uncover new revenue opportunities, and strengthen their position as trusted financial advisors.
-
Technology providers, CRM platforms, gateways, processors, and payment software companies can leverage StatementAI to enhance their existing solutions with powerful merchant statement intelligence. Through API and integration capabilities, partners can automate statement ingestion, data extraction, pricing analysis, interchange optimization, and opportunity identification directly within their platforms. By embedding StatementAI’s AI-powered analytics, technology partners can accelerate customer onboarding, improve sales efficiency, increase platform value, and deliver actionable insights without the cost and complexity of building statement analysis capabilities internally.
Built on multiple AI models.
Unlike solutions that rely on a single AI model, StatementAI utilizes a layered approach to maximize accuracy
Powerful AI. Flexible Solution Packages.
StatementAI delivers enterprise-grade statement analysis capabilities to organizations of every size.
From automated data extraction and savings opportunity identification to advanced profitability analysis and workflow automation, each package is designed to help you work smarter, move faster, and close more business.