With the recent release of the Fee Navigator API for all accounts, we thought it would be helpful to let you know some of the ways the API can be used to improve your merchant processing sales process.

The Fee Navigator API lets you integrate existing systems with the powerful AI based Merchant Statement Analysis features. You can upload PDF statements automatically and also use webhooks or Zapier to push the results to your system of choice.

Here are 4 awesome ways you can use the Fee Navigator API.

  1. You could offer merchants a way to track hard to spot changes in their statements. Imagine offering a solution to prospects or clients that allows them to upload their statements each month and then receive helpful reports based on the fee history, including possible cost savings.
  2. You might want to automatically update your CRM with key statement metrics, such as the current Effective Rate and potential savings with one of your Payment Processing Plans. This could be used to trigger automated emails or follow up tasks based on the opportunities with the biggest potential savings.
  3. For larger or more complex deals, you could instantly populate internal systems used to determine pricing. By avoiding hours of manual entry extracting statement data, the API can send rich details of the statement right into your own custom pricing or analysis tools.
  4. Or, you can get creative and build a fully automated online sales experience for prospects, allowing them to load statements, get instant analysis and fill out your application without ever having to speak to an agent.

Of course, these are just a few of the ideas we’ve run into. To learn more about the Fee Navigator API and get insights on how you can use it to enhance your payments based business model, you can book a call any time.