Lite

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.

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:

You can also edit the contents of your page and the logo in Account Details.