Submitting Statements
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.
Leads Funnel Unlimited
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, and then decide which ones you’d like to analyze and engage with:
Here is the raw URL if you need it:
And here is an image to 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:
If on PRO or TEAM plan, you can also edit the contents of your page and the logo in Account Details.
Analysis Bot
When in front of a merchant, ask them to forward their statement to .
In about 15 seconds, you get the analysis (and proposals if on PRO/TEAM plans) on your smartphone and computer.
Even better, help them set up a forwarding rule so that their statement always gets sent to your bot for automatic analysis.
This way, you get a native PDF, which works best. One statement per PDF, one PDF per email.
If the statement is protected, have them enter the password in the subject line.
If on PRO or TEAM plan, you can also choose your own bot email and logo in Account Details.
Spending Credits
| Item | Credits |
|---|---|
| Statement analysis | 1 |
| Case analysis (2-3 statements from the same merchant with different time periods submitted together) | 2 |
| AI-assisted DYI | 0 |
| Statement analysis performed by our Professional Services | 5 |
| Case analysis performed by our Professional Services | 10 |