Use this page as your first-run path. The goal is simple: set your defaults once, open the dashboard, and run comparisons without reconfiguring filters every time.
Create your account or sign in with your existing credentials.
Open Profile Settings and set:
These defaults drive your baseline dashboard behavior and your Favorites preset.
Go to Remittance Data, review the prefilled values, then click Apply to load results.
If your plan supports custom presets, save your filter setup so you can switch workflows in one click.
For full details:
| Tier | Availability | Notes for getting started |
|---|---|---|
| Free | Available | Starter options and shorter date-range limits. |
| Standard | Available | Broader options and longer historical range. |
| Advanced | Available | Full option coverage with longer historical range. |
| Enterprise | Available | Full option and date-range access. |
If something in this flow does not match what you see, include your current page URL and selected tier when contacting support.