Smarter Insights. Stronger Opportunities.ANALYZE · COMPARE · WIN

New Analysis

Enter merchant details to begin

Monthly Volume—
Avg Ticket—
Transactions—
Analysis Date—

Merchant information

Enter the current statement first, then select and price the proposal.

rateIQ reads the statement and fills in the merchant DBA and current pricing for you. The file isn't saved.
No statement? Enter the numbers by hand

Interchange Plus

Fee paid by:

Current vs. proposed pricing

Review the merchant-cost comparison before presenting the proposal.

Your projected residual income

Estimated agent income based on the split entered on the data page.

Cost breakdown

Line-by-line current vs. proposed monthly cost. "Estimated" marks modeled figures not read from the statement.

Enter current statement and proposed pricing data to calculate the comparison.

Side-by-side comparison

Pricing structurePricingMerchant monthly costPaid by customersMonthly savingsAnnual savingsYour monthly residual

Calculation details

Review before presenting

Calculate recommendations to create the proposal.
Calculate recommendations to create the agent residual sheet.

Who is this proposal for?

Add the customer’s contact details for .

Print Proposal

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