A proposal based on a single monthly total can miss the details that actually drive cost and workflow. A more useful review combines processing data with operational context.
Recent detailed statements
Gather enough detail to see volume, transaction count, card mix, interchange categories, processor charges and ancillary fees. A summary statement may not be sufficient.
Acceptance channels
Document in-person, keyed, ecommerce, mobile, recurring, invoice and ACH activity. Different channels create different requirements.
Business systems
List POS, gateway, ERP, CRM, accounting, billing and vertical software that touch the payment process.
Commercial-card exposure
For B2B environments, estimate the share of corporate, purchasing and government cards and whether invoice or line-item data is available.
Operational pain points
Note reconciliation work, reporting gaps, support issues, multi-location complexity, chargeback handling and anything staff routinely works around.
The strongest payment review combines the statement with the story behind the statement.
See what your payment environment is telling you.
Upload a recent detailed statement and request an EASYPAY payment review.