How It Works
Four simple steps to a clearer rewards strategy
A focused process designed to take you from scattered cards and statements to one organized rewards optimization report.
1
Enter your business information
Tell us a few basics about your business — name, industry, and contact email — so your audit is organized in one place.
2
Add the cards you want reviewed
Add a quick nickname, the issuing bank, the last 4 digits, and the rewards type for each card you want included.
3
Upload or enter your monthly business expenses
Share a high-level view of your monthly spending categories so we can see where the bulk of your charges land.
4
Receive your rewards optimization report
Get a clear, easy-to-scan summary of your current setup with recommended card-to-category matches.