Find the story behind every fee.
Add a PDF or take photos of every page. Read the statement, check the findings beside their source, then turn the numbers into a clear merchant conversation.
Add every page of your statement.
Upload a PDF or photograph every page. Review one account and one month at a time.
Checking optional AI availability. You can add and read pages locally now.
Files and camera photos start locally in this tab and are cleared on reload. Images or extracted text are sent for AI analysis only after you review them and explicitly consent in the corresponding AI tool. Only aggregate values you explicitly save go to your account. Local OCR is not AI interpretation or a complete fee audit.
Enter totals manually
Start with the source.
Use the same month and payment scope for all three totals. Leave unknown values blank; zero means a confirmed zero.
A clear overview starts with a checked number.
Read your pages and accept a finding after checking its source. Your partial results will appear here as you go. You can also enter totals yourself.
Enter totals manually ↗A report worth bringing to the meeting.
Add your branding, review the complete worksheet, then print or save a PDF. These optional details stay in this tab; no account or upload is required. Include only your business contact details.
Your review, ready to revisit.
Anonymous entries stay in memory in this tab. Export locally, or save aggregate values to your private account when account services are configured. Creating a proposal transfers aggregate values and source attestations through temporary tab storage, consumed when the proposal opens. Source files, images and AI text are excluded.
Sign-in opens in a new tab. Keep this review open, then return here and select Refresh saved reviews after signing in. Your unsaved review and source pages stay in this tab; do not reload the editor.
How this worksheet works & what it does not assume
Aggregate statement worksheet: values may be entered manually or imported from local reading or optional AI interpretation. Source files, extracted text and AI evidence are not included in this export. Enter only aggregate USD amounts, counts and page numbers; no merchant identifiers, account numbers, card data or document text. Fee credits are entered as positive amounts and subtracted. Effective rate = reported total processing fees / processing volume; average ticket = volume / transaction count. These figures depend on your inputs. Proposed pricing is a what-if estimate for the same volume and transactions. Include every applicable proposed monthly and other fee; interchange-plus also reuses verified interchange and assessments under an unchanged card-mix assumption. Annual differences assume this month repeats 12 times. Estimates exclude unentered charges, equipment, taxes, contractual changes and transition costs. No savings are guaranteed. Source verified is your attestation, not an automated confidence score.