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Automating Merchant Payments Workflows

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GPT4? Dall-E? Bard? Custom LLMs or RL? AI is taking over the world, so don’t get left behind.

If you’re interested in any automation whatsoever for merchant payments, Fee Navigator is the one and only solution available on the market today. Because it’s actual tech, with instant results. Every other provider is using tired humans behind a web interface; they give you answers in hours or days, make unpredictable mistakes, and can’t scale cost-effectively. An API only makes sense as communication between machines; if you bring humans into the mix, they don’t speak API but human… you get it, apples vs oranges… so human-based providers speaking about automation via API are funny/pointless at best and misleading at worst. (Fee Navigator automates 76% of statement analysis; most of the rest come through as poor-quality scans, which our human experts can help with on-demand).

Automation is already enabled for all existing customers, so everything you see below you can use today, at no extra charge.

#1 Zapier

Zapier

We are happy to share that we have enabled Zapier integration, with three triggers: on a New analysis; on any subsequent Updated analysis; and on the combination of the two. Now you can send any data extracted from statements or generated from your pricing and cost structure to any source to power your workflows. Think sending to CRMs, your onboarding app etc.

#2 Email Bot

Email Bot

Your own personal analysis bot. When chatting with merchants, just ask them to forward their merchant statement to your email bot (you can choose its name). In less than a minute, you’ll receive the analysis as well as your default proposal in both Fee Navigator standard format and in your merchant-ready custom PDF. Because they come straight from the merchant in likely native PDF format, statements submitted this way get closer to 100% auto-completion.

#3 Webhooks

Webhooks

Don’t want Zapier (too expensive?) or have some custom app that you’d like to feed data automatically based on your activity in Fee Navigator? As an Admin or Manager, you can go to Integrations > Webhooks and send the data to whatever data sink you desire. It’s in a simple JSON format that will make your devs happy to work with.

#4 IRIS CRM

IRIS

Register your IRIS API token with Fee Navigator and automatically pull statements from IRIS for analysis, complete the analysis and pricing, then push back your custom proposals and fill in IRIS fields with data from Fee Navigator.

#5 API

API

Are you a developer or have developers that are itching to build the next great thing? Use the Fee Navigator engine directly via API at https://developer.feenavigator.com

It’s 2023. Things are happening, don’t get left behind. You get all these automation tools included in your account at no extra charge.

Let’s go! If you have questions, please book a time here: https://www.feenavigator.com/book-demo

Adrian Talapan2023-04-17T10:33:56-04:00

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  • Save time and maximize efficiency
  • Automating Merchant Payments Workflows
  • Instant Merchant Statement Analysis and Custom Proposals: The Benefits
  • Faster Speed and New Powers
  • Accuracy: Data Extraction vs Human Entry

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