Win Deals While They're Hot

Manual statement analysis slows down deals. Reps wait for pricing while prospects talk to other ISOs. Gratify analyzes statements in seconds so reps generate competitive proposals while prospects are still on the phone.

Gratify merchant onboarding platform interfaceMerchant analytics dashboard showing transaction insights

Statement Analysis Slows Down Deals

Prospects request quotes from multiple ISOs simultaneously. The first ISO to send a complete proposal usually wins. Manual statement analysis creates delays while prospects compare your competitors' offers. Speed wins competitive deals.

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Your Bottleneck

Only experienced staff can accurately analyze statements and calculate pricing. Less experienced reps make mistakes. Delays and bottlenecks let prospects keep shopping.

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Stop Merchants Shopping

Prospects request quotes from multiple ISOs simultaneously. The first ISO to send a complete proposal usually wins. Speed wins competitive deals and stops your prospects from shopping around.

Gratify payment intelligence software on laptop screenOpportunities Graph
Automated merchant statement analysis tool

Pricing mistakes lose merchants

Pricing errors in proposals lose merchant trust. Underpricing hurts margins. Overpricing loses competitive deals. Manual calculations create errors that cost you either the merchant or the profit.

Instant Statement Analysis

Upload PDF statements and get complete analysis in minutes. Extract monthly volume, effective rate, interchange costs, and junk fees automatically. Calculate potential savings based on your standard pricing. Generate results while reps are still on the phone with prospects.

  1. Enrich & verify merchant data against multiple sources instantly
  2. Apply custom risk frameworks for each merchant category
  3. Generate evidence packages with screenshots and highlighted documents ready for compliance review

Protect Your Margins

Upload PDF statements and get complete analysis in minutes. Extract monthly volume, effective rate, interchange costs, and junk fees automatically. Calculate potential savings based on your standard pricing. Generate results while reps are still on the phone with prospects.

Features That Speed Up Sales

Graphs and charts from merchant analytics dashboard

Instant Analysis

Analyze statements in minutes instead of hours. Extract volume, rates, and fees automatically.

  • 1-minute analysis
  • Consistent pricing
  • No manual math
card mix analysis
Merchant performance metrics and KPIs dashboard

Any Statement

Upload statements from any processor. Extract data regardless of statement format or layout.

Fintech expert analyzing merchant transaction data
Gratify intelligent merchant onboarding system

Complete Fee Analysis

Extract monthly volume, transaction count, average ticket, effective rate, and junk fees.

Gratify intelligent merchant onboarding system
Payment processing trends visualized in dashboard

Branded Proposals

1 click export to share a side-by-side comparison with prospects

Automated data extraction from merchant statements
AI-powered merchant intelligence tool by Gratify

Accurate Pricing

Supported with up-to-date interchange tables to protect your margin. Prevent underpricing that hurts margins.

Financial manager using Gratify analytics software
Secure digital onboarding process for merchants

Competitor Insights

See what competitors are charging and target prospects where you have clear pricing advantage.

  • Competitor benchmarks
  • Average savings
  • Win rate tracking
Gratify platform improving payment visibility

Push Results to Your CRM

Push analysis results and proposals directly to Salesforce, HubSpot, Iris, or your internal CRM. Link statement analysis to merchant applications for seamless handoff to underwriting.

Hubspot
Salesforce
Iris NMI
Mastercard
Equifax
OpenSanctions
Lexis Nexis
Giact
Hubspot
Salesforce
Iris NMI
Mastercard
Equifax
OpenSanctions
Lexis Nexis
Giact
Key facts

Statistical Insights

Any Processor
500+

Processor statements supported, ensuring accurate analysis regardless of processor or document quality.

Cheaper
$200+

Average savings per merchant application through automated verification and reduced manual review time.

APIs
1

One API connects to all your data providers and systems, reducing deployment complexity and total cost of ownership.

FAQ's

Frequently Asked Questions

What statement formats can you analyze?
Can you integrate with our CRM system?
How do you handle different processor formats?
How accurate are the pricing recommendations?
What if a statement has missing information?
What level of customer support do you offer?

Ready to close more deals?

Analyze statements in minutes and generate proposals while prospects are on the phone. Stop losing competitive deals to faster ISOs.

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