The statement summary endpoint returns a variety of statement details. These endpoints can be used to get statement information on details such as fees and card processing.
Key Features
Get detailed breakdowns of all processing fees by type, helping you understand and optimize your costs.
Track sales performance day-by-day with totals for sales, fees, and surcharges.
Analyze transaction volumes by card brand, type, and processing method to understand customer preferences.
Monitor chargebacks, disputes, and ACH rejections to proactively manage risk.
Query any time period to generate custom reports for accounting, analysis, or business planning.
Receive consistent, well-organized data perfect for integration with business intelligence tools and financial systems.
Common Use Cases
Generate comprehensive monthly statements showing total fees, sales volumes, and processing costs for accounting and P&L reporting.
Analyze fee breakdowns and payment method performance to identify opportunities to reduce processing costs and improve profitability.
Understand which payment methods your customers prefer, how card-present vs. online transactions perform, and optimize your payment acceptance strategy accordingly.
Track chargeback rates, monitor ACH rejection patterns, and identify potential issues before they impact your merchant account standing.
Feed statement data into dashboards, reporting tools, or analytics platforms to create custom business intelligence solutions.
How It Works
Step-by-Step Process
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Choose Your Endpoint - Select from eight specialized endpoints covering fees, sales, volumes, disputes, refunds, and more based on your reporting needs.
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Specify Date Range - Define your analysis period using simple start and end date parameters to get exactly the data you need.
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Retrieve Insights - Get structured data with detailed breakdowns and summary totals, ready for analysis or integration into your systems.
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Analyze and Act - Use the insights to optimize costs, understand customer behavior, manage risk, and make informed business decisions.
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Integrate and Automate - Build the data into dashboards, reports, or automated systems to streamline your financial operations.
Benefits of Using Statement Endpoints
Transform complex payment data into clear, actionable financial insights.
Identify and optimize processing costs with detailed fee analysis and payment method performance data.
Proactively monitor and address disputes, rejections, and other payment issues.
Make data-driven decisions with comprehensive analytics on your payment operations.
Automate reporting and integrate payment insights into your existing business systems.
From daily summaries to detailed annual analysis, get the exact level of insight your business needs.