For Fintech & Payments

Which channels produced merchants who transact?

Match activated accounts and the revenue they process to the campaigns that produced the signup — because a signup that never transacts is not a customer.

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The blind spot

What's actually happening

Signups are cheap and most never activate. The accounts that do process volume are worth a great deal, and signup counts cannot tell you which channel brings them.

Activated, not signed up

Rank channels by accounts that actually process volume and the revenue they generate.

Volume over time, not day one

Run over a longer range and processed revenue traces back to the acquiring channel.

Alongside your product analytics

This covers revenue, not in-product behaviour. The two answer different questions.

The number you can take into a budget meeting

Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.

FY2026
Total revenue $1,500,000
Attributed to a channel $840,000 56% of revenue
Average deal $2,400
Match rate 71%
ChannelSalesRevenueShare
Google Ads186$405,000
LinkedIn Ads84$240,000
Email marketing121$195,000
Direct / Unknown248$660,000

Activation is the only conversion that counts

Fintech acquisition is measured on signups because signups are instant and easy to attribute. Activation — the first real transaction — happens days or weeks later, and processed volume builds for months after that.

Ranking channels by processed revenue rather than signup count routinely inverts the picture. The cheapest signup source is frequently the one that activates least, and a channel with a third of the signups can produce most of the volume.

This is not a replacement for product analytics

Your product analytics measures what happens inside the product, and does it well. It cannot tell you which advertising channel produced the merchant now processing six figures a month, because that connection was made before the account existed.

CloseRev joins the acquiring channel to the revenue the account went on to generate. The two views sit side by side and answer different questions; they are not alternatives and the numbers should not be summed.

What changes when you can prove it

You stop defending the budget and start growing it

"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.

You can cut the wrong channel without a fight

Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.

Your reporting survives the finance review

Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.

You answer in an afternoon, not a quarter

Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.

What fintech & payments usually push back on

We already have product analytics and attribution.

Keep both. They measure in-product behaviour and click paths. This measures which channel produced accounts that went on to generate revenue, over a horizon longer than a session.

Our volumes are very high.

Aggregate by account and month before exporting. The match works the same and keeps the row count inside your allowance.

Merchant data is regulated.

The match needs a contact detail, a revenue figure and a date — no card data, no transactions, no PANs. Encrypted, isolated per workspace, deletable.

Pricing

Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most fintech & payments land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.

Starter

A single business getting started

$49/mo

billed monthly

  • 1 workspace · 1 seat
  • 500 sales records / month
  • 6-month saved history
  • Phone + email matching with confidence tiers
  • Assisted column mapping
  • Your logo on every report
  • CSV export

Enterprise

One business closing at volume

$499/mo

billed monthly

  • 1 workspace · 10 seats
  • 25,000 sales records / month (+$49 per 10,000)
  • 24-month history
  • Campaign drill-down and period comparison
  • Your logo on every report
  • Roles, permissions and guided onboarding

Agency

Reporting on many clients at once

$799/mo

billed monthly

  • 10 client workspaces (+$25/mo each)
  • 10 seats
  • 10,000 sales records / month per workspace
  • 24-month history
  • White-label reports — our mark removed entirely
  • Roles, permissions and guided onboarding

Questions fintech & payments ask

Activated accounts with revenue: an account contact email, the revenue attributed to that account for the period, and a date.

Stop guessing which ads pay off.

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