Team Member

If the statement is protected, add the password at the end of the file before uploading: “statement.pdf” -> “statement_12345.pdf”. Or, ensure your zip code matches the zip used as password by your processor.

Add the following link to your email signature or post it anywhere.

It allows merchants to drop statements for analysis – you get a notification anytime they do so, alongside a summary analysis:

Here is the raw URL if you need it:

And here is an image you can add to your signature with your URL above:

If you have your own website, add the Lead Funnel to any HTML page by copying and pasting the code below:

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.