BUSINESS & STAR Owner & Manager

If the statement is protected, add the password at the end of the file before uploading: “statement.pdf” -> “statement_12345.pdf”.

You may upload a single statement at a time, or 2-3 statements from the same merchant, but for different time periods simultaneously.

Simply go to the Teams menu on the left, and from there click on Add Member.

By default, if you send the link it will be for your merchants – to help you with lead nurturing or retention. If you wish to invite another colleague/Pro user to your account, enter their email, select Pro from the drop-down, and press Send.

You can have as many Pro users (colleagues) as the number of STAR sets you subscribed to.

If you need to add additional colleagues, or expand the number of merchants you’d like to reach, simply go to the Teams menu on the left, and from there click on Team Settings.

Click on Change Seats, and from there you can increase/decrease the size of your team.

Click on Teams, and in the list shown find the Remove button.

Removing a user lets you reuse that seat for another Pro user or Merchant. The previous user loses access to the system.

When in front of a merchant, ask them to send their statement to your bot: . Don’t like the bot email the computer chose for you? Go to Account Details and change it there.

In about 15 seconds, you get the analysis and three pre-defined proposals on your smartphone and computer.

Invite the merchant to join your team for free, to benefit from AUTOMATED FEE MONITORING and help them forward their statements to their own Fee Navigator bot for analysis. This way, you’ll see every statement that comes in, already analyzed. You also get native PDF statements, which work best. If the statement is protected, have them enter the password in the subject line.