Every Feature You Need toScale Your Processing Business
From real-time analytics to automated workflows, Fee Insider provides everything processors and merchants need in one powerful platform.
Powerful Integrations
Connect to industry-leading platforms and unify all your financial data
Quiltt Integration
Quiltt is a unified bank-linking API that aggregates Plaid, MX, Finicity, Akoya, and more under one connection — giving Fee Insider maximum financial institution coverage with automatic provider fallback for the highest merchant connection rates at scale.
- Single API across Plaid, MX, Finicity & more
- Automatic provider fallback for max coverage
- Bank account linking at scale
- Normalized transaction data across all providers
Clover POS Integration
Direct integration with Fiserv Clover point-of-sale systems. Pull orders, payments, inventory, and device data automatically without manual data entry.
- Automated transaction sync
- Device management
- Real-time sales data
- Inventory tracking
Salesforce CRM Integration
Seamlessly sync merchant relationships, opportunities, and sales pipeline data. Keep your CRM and processing platform in perfect harmony.
- Two-way data sync
- Opportunity tracking
- Contact management
- Sales automation
QuickBooks Online Integration
Push settlement data, fees, and adjustments directly into QuickBooks as journal entries or invoices — eliminating manual bookkeeping for processors and merchants.
- Automated journal entries
- Settlement reconciliation
- Fee and adjustment sync
- Real-time data posting
Sage Intacct Integration
Built for financial services companies — automate payment reconciliation, fee posting, and financial reporting directly within your Sage Intacct environment.
- Payment reconciliation automation
- Fee and revenue posting
- Multi-entity support
- Financial services focused
Acumatica Cloud ERP Integration
Leverage Acumatica's open REST API to sync processing data with your cloud ERP in real time — ideal for mid-market processors and ISOs.
- Open REST API connectivity
- Real-time data sync
- Custom workflow support
- Mid-market ERP ready
Oracle NetSuite Integration
Connect Fee Insider to Oracle NetSuite to automate settlement posting, fee reconciliation, and financial reporting directly within your enterprise ERP — ideal for large-scale processors and multi-entity ISOs.
- Automated settlement & fee posting
- Multi-subsidiary / multi-entity support
- Real-time GL reconciliation
- Custom saved search & reporting sync
Elavon Payment Gateway Integration
Connect to Elavon (a US Bank subsidiary) for real-time transaction sync, automated settlement reconciliation, fraud management, and 3D Secure 2 authentication data across your merchant portfolio.
- Real-time transaction & settlement sync
- Fraud filter & AVS data ingestion
- 3D Secure 2 authentication support
- Apple Pay & Google Pay data capture
Zapier Integration
Connect Fee Insider to 7,000+ apps without writing a single line of code. Automate merchant onboarding notifications, chargeback alerts, residual reports, and more — routing data to whatever tools your team already uses.
- Connect to 7,000+ apps instantly
- No-code workflow automation
- Trigger alerts from Fee Insider events
- Push data to Slack, email, CRMs & more
For Payment Processors
Manage your entire merchant portfolio with tools built for scale and efficiency
Real-Time Analytics Dashboard
Track total volume, transaction counts, fees, and merchant performance across your entire portfolio with live updates.
Merchant Management
Complete merchant profiles with pricing details, fee structures, contact information, and activity history in one place.
ISO/Agent Tracking
Monitor ISO and agent performance, residual calculations, and commission payouts with automated reporting.
Statement Processing
Upload and process merchant statements automatically, extracting key data points and identifying cost-saving opportunities.
Chargeback Management
Track and respond to chargebacks with built-in workflows, reason code analysis, and dispute management tools.
Downgrade Monitoring
Automatically detect interchange downgrades and alert merchants on how to optimize transactions and reduce costs.
Commercial Card Optimization
Identify Level 2 and Level 3 data opportunities on corporate cards to unlock lower interchange rates.
Settlement Tracking
Monitor funding batches, settlement timing, and payout schedules with full visibility into the settlement lifecycle.
Ticket System
Built-in support ticketing for merchant requests, account updates, technical issues, and service inquiries.
Live Chat
Real-time messaging between processors and merchants for faster communication and issue resolution.
Bulk Data Upload
CSV import tools for merchants, residuals, equipment, and transaction data with validation and error handling.
Export & Reporting
Generate custom reports and presentation-ready exports for sales meetings, audits, and portfolio reviews.
For Merchants
Get full visibility into your payment processing with actionable insights
Merchant Analytics
Comprehensive dashboard showing daily sales, processing fees, transaction trends, and payment method breakdowns.
Statement Library
Access all your monthly processing statements in one secure location with downloadable PDFs and searchable history.
Chargeback Alerts
Get notified immediately when chargebacks occur with all the details needed to respond effectively.
Fee Optimization Alerts
Receive proactive recommendations on how to reduce processing costs and avoid interchange downgrades.
Commercial Card Insights
Learn which transactions qualify for better rates when Level 2/3 data is provided.
Direct Communication
Chat directly with your processor, submit tickets, and track support requests without phone calls.