Merchant Statement Generation
Generates and delivers monthly merchant statements automatically.
Core · Financial Operations
Your agent produces monthly merchant processing statements — summarizing volume, fees, chargebacks, and funding activity — and delivers them through configured channels on schedule, so your operations team handles exceptions, not statement production.
What your agent does
- ◆ Compiles monthly processing data per merchant from source systems
- ◆ Generates branded statements in configurable formats (PDF, CSV, portal)
- ◆ Delivers statements through email, portal, or API on schedule
- ◆ Tracks delivery confirmation and manages re-send workflows for failures
Common use cases
- Monthly statement generation
- Merchant self-service portal
- Billing transparency compliance
Usage & pricing
∞ Unlimited
Token cost only — no per-execution charge. Runs as many times as your team needs.
Available in
Financial Operations core included
merchant statementprocessing statementmonthly statementstatement generationmerchant billingprocessing summary