Turn statement data into your competitive advantage.

Five Reasons Payment Professionals Choose StatementAI

Analyze faster, uncover more opportunities, and win more business with intelligent automation built for modern payments teams.

AI-Powered Statement Intelligence

Enterprise-Grade Flexibility

Purpose-Built for Scale and Mobility

Maximum Security and Control

1

Extract and analyze complex merchant statements in seconds using advanced AI and OCR, eliminating manual data entry and reducing errors.

Actionable Optimization Recommendations

2

Identify interchange opportunities, downgrade recovery, commercial card enhancements under Visa's Commercial Enhanced Data Program (CEDP), and pricing improvements with estimated savings and clear next steps.

3

Supports batch processing, customizable pricing models, adjustable savings assumptions, and configurable workflows that adapt to your business.

4

Analyze statements from anywhere on any device, process multiple statements simultaneously, and support teams ranging from individual agents to enterprise organizations.

5

Merchant data stays under your control with no processor affiliation or lead harvesting, allowing ISOs, agents, and consultants to analyze statements with confidence.

Analyze more statements. Close more deals.

Screenshot of a software dashboard titled 'StatementAI' displaying financial data including total gross sales, refunds, net sales, surcharges, and fees for different card types like American Express, Debit, Discover, Mastercard, and Visa, with options to edit or delete entries.

1. Identify Opportunities Faster – Instantly extract and analyze merchant statement data without manual review.
2. Eliminate Administrative Work – Automate data entry, statement analysis, and report generation to save valuable time.
3. Engage More Prospects – Process more statements and deliver more proposals in the same amount of time.
4. Close More Business – Uncover pricing opportunities and present professional, data-driven recommendations with confidence.
5. Focus on Selling – Spend more time building relationships and growing your pipeline instead of reviewing statements manually.
1. Scale Statement Analysis – Analyze more merchant statements without increasing headcount or operational burden.
2. Standardize Every Opportunity – Deliver consistent, AI-driven statement reviews across every rep, office, and channel.
3. Uncover Hidden Revenue Opportunities – Automatically identify pricing improvements, interchange optimization, and profitability insights that might otherwise be missed.
4. Increase Production and Conversion Rates – Generate higher-quality proposals faster, enabling teams to engage more prospects and win more business.
5. Accelerate Sales Team Ramp-Up – Equip new representatives with a repeatable, data-driven process that reduces training time and improves performance.
1. Strengthen Client Relationships – Deliver consultative, data-driven insights that help businesses reduce costs and optimize payment acceptance.
2. Expand Treasury and Merchant Services Revenue – Identify new merchant services opportunities and drive deeper product adoption across commercial clients.
3. Automate Complex Statement Reviews – Eliminate manual analysis by quickly assessing merchant processing costs and uncovering actionable recommendations.
4. Improve Retention and Customer Value – Proactively identify savings opportunities that enhance the client experience and reinforce long-term relationships.
5. Position Advisors as Trusted Experts – Equip relationship managers with detailed analysis and meaningful insights that elevate strategic conversations with clients.
1. Embed Statement Intelligence Anywhere – Integrate AI-powered statement analysis directly into your platform through APIs and flexible integration options.
2. Automate Data Extraction and Analysis – Instantly ingest statements, extract key data, and identify pricing and interchange opportunities without manual effort.
3. Accelerate Customer Onboarding – Deliver immediate merchant insights that shorten implementation timelines and increase customer engagement.
4. Increase Platform Value and Sales Efficiency – Provide actionable analytics that help customers make better decisions and improve conversion rates.
5. Avoid Costly Internal Development – Add enterprise-grade statement intelligence without the time, expense, and complexity of building and maintaining it yourself.

Built on Multiple Advanced AI Models.

Unlike solutions that rely on a single AI model, StatementAI utilizes a layered approach to maximize accuracy.

Infographic showing the components of StatementAI, including AI Vision Models, OCR Engines, Large Language Models, Proprietary Rules Engines, Machine Learning Models, and AI Quality & Confidence Layer, with actionable outputs like pricing analysis, savings opportunities, and professional reports.

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.

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Enterprise Security Built In.

StatementAI combines advanced automation with enterprise-grade protections so ISOs, agents, and processors can collaborate efficiently while maintaining strict control over access and information security.

From the moment a statement is uploaded, every interaction is protected by encrypted data transmission, secure storage, and permission-based access controls designed to safeguard sensitive merchant information.

Encryption | Data protected in transit and at rest.

Shield with a padlock icon and connected data nodes underneath.

All data is secured using industry-standard encryption protocols during transmission and while stored, helping safeguard sensitive merchant information from unauthorized access.

Access Controls | Role-based permissions and authentication.

Role-based permissions let you control who can upload, view, and share analyses, so merchant data is visible only to the people who need it.

Secure Infrastructure | Monitored enterprise hosting.

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Built on resilient, enterprise-grade cloud infrastructure designed for high availability, performance, and proactive monitoring to maintain security and reliability.

Privacy First | Your data is protected and never shared.

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Merchant statements and analysis results remain your property and are processed solely to deliver platform functionality, with strict controls governing how data is accessed and handled.

ASK ABOUT SECURITY