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Cashflow Copilot Dashboard

AI Merchant Insights

Overview

Pulls from Funding API, Reporting Tool, Inquire/Settlestat, and Profiles to power a GenAI dashboard that forecasts cashflow, flags anomalies, auto-reconciles, and generates actionable insights like 'Your Friday evenings have 15% higher fraud — enable AI router?' Predictive alerts via email and Slack.

Key Metric
40%
Faster anomaly detection
Market Angle

Turn raw payment data into actionable intelligence. Sell as standalone SaaS or white-label to processors. Recurring revenue from data insights plus premium AI agents.

Revenue Model

Tiered SaaS subscription + premium AI agent add-ons

CardConnect APIs Used

GET
/funding

Daily funding data for cashflow forecasting

GET
/settlestat

Settlement status for reconciliation

GET
/inquire

Transaction details for anomaly detection

GET
/profile

Customer data for segmentation insights

GET
/reporting

Aggregated transaction reporting

Interactive Demo

Step-by-Step API Simulation

Step 1: Ingest Data

AI pulls funding, settlement, and transaction data from all CardConnect APIs.

API Request
GET /cardconnect/rest/funding?merchid=496160873888&date=20260403
Architecture Note

This demo simulates the API flow with mock data. In production, LevukaLabs' AI layer intercepts and enriches requests before forwarding to CardConnect's Gateway at https://<site>.cardconnect.com/cardconnect/rest/

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