Every card. One ledger.
Profit Pipeline tracks payments, spend deadlines, vendor totals, credits, and points across every Amex card and cardholder — in one ledger.
HOW IT WORKS
Connect once.
See the whole fleet.
01
Connect through Plaid.
Connect read-only bank data. Profit Pipeline cannot move money and never asks for, sees, or stores card numbers.
02
Match cards to cardholders.
Use the last four digits to match each Amex card to the right person.
03
See one ledger.
Payments, spend deadlines, vendor totals, credits, and points stay together across the fleet.
EXAMPLE FLEETILLUSTRATIVE DATA
Payments, reconciled.
Platinum ·· 3005$12,304.88matched
Gold ·· 1177$4,861.02matched
Business Platinum ·· 4413$9,118.44due in 6 days
Deadlines, watched.
Gold ·· 1177$2,400 to spend12 days
Vendors, itemized.
Every merchant total across every card and cardholder.
Credits, collected.
Airline fee creditPLATINUM ·· 3005
+$200.00
CAPTURED
Dell TechnologiesBUSINESS PLATINUM ·· 4413
+$300.00
CAPTURED
Saks Fifth AvenuePLATINUM ·· 8821 — 12 DAYS LEFT
+$50.00
ON THE TABLE
Points, appraised.
$36,000 at 2× → 72,000 MR
fleet total 79,400 MR × 2.0¢ = est. $1,588
fleet total 79,400 MR × 2.0¢ = est. $1,588
READ-ONLY
Profit Pipeline can read linked bank data, but it cannot move money.
NO CARD NUMBERS
Profit Pipeline never requests, sees, or stores them.
ONE LEDGER
Payments, deadlines, vendors, credits, and points stay together.
TRACKED VALUE IN THIS EXAMPLE
The fleet, tallied.
$2,088