API Key Management
Supports Anthropic (Claude), OpenAI (GPT-4o), and Google (Gemini).
Up to 11 keys. System auto-rotates on rate limits and falls back between providers.
Computed Fields (auto-calculated on save)
Effective Rate = Total Fees ÷ Monthly Volume × 100
Interchange Rate = Interchange Cost ÷ Monthly Volume × 100
Markup Rate = Processor Markup ÷ Monthly Volume × 100
ℹ User will be required to change their password on first sign-in.
Assign Merchants
Enter exact merchant names as they appear in the portfolio. Client sees these + their own uploads.
🐺 Upgrade Your Plan
Monthly
Annual SAVE 5%
Standard
Free
Get started
✓ 3 statement uploads/mo
✓ Basic audit summary
✓ Savings estimate
✓ 5 merchants max
✕ Full audit reports
✕ Rate intelligence
✕ Compliance center
MOST POPULAR
Pro
$299/mo
Full analytics
✓ 25 uploads/month
✓ Full detailed PDF reports
✓ Rate intelligence
✓ Compliance center
✓ Savings calculator
✓ 50 merchants
✓ Email support
Enterprise
$999/mo
Unlimited everything
✓ Unlimited uploads
✓ Unlimited merchants
✓ AI reconciliation
✓ Custom branded PDFs
✓ API access
✓ Dedicated account mgr
✓ Priority phone support