White-Label Reporting
The report is your deliverable. It should carry your brand.
White-label reporting means the PDF a client opens looks like it came from your agency, not from your software vendor. Here is exactly what that covers in MerchantFlow.
What White-Label Covers
Exactly what gets branded
White-labeling is often marketed loosely. These are the specific PDF and email surfaces the Agency plan brands with your identity.
Your logo on the report header
Every exported PDF carries your uploaded logo at the top of every page, next to the report title.
Your brand color throughout
Headers, summary tiles, and table styling take your primary brand color, so the document reads as one designed piece.
Prepared by your company
Your company name appears in the header and page footer, with an optional contact address.
Scheduled emails in your brand
Scheduled report emails use your agency logo, company name, brand color, and footer address. MerchantFlow service links remain in the email, while exported PDFs carry the full report branding.
Managed clients inherit it
When a client you manage exports their own report, it carries your agency's branding automatically - the white-label follows the relationship.
Free Tool
Try the white-label treatment on a sample report
The free builder applies your agency name, brand color, and logo to an illustrative combined sample PDF.
Common Questions
Frequently asked questions
What does white-label reporting actually include?
Exported PDFs use your logo, brand color, company name, and optional contact address. Scheduled report emails use your agency logo, company name, brand color, and footer address, while retaining MerchantFlow service links.
Can reports be scheduled and emailed automatically?
Yes. Supported report templates can be scheduled for daily, weekly, or monthly email delivery. The email carries your agency identity and links to the full report; separately exported PDFs carry the complete PDF branding.
Do my clients' own exports carry my branding?
Yes, for managed clients. When a merchant your agency manages exports a report from their own dashboard, it automatically carries your agency's white-label branding - the relationship, not the button, decides the brand.
Is white-labeling included in the Agency plan or an add-on?
It is part of the Agency plan feature set, alongside the portfolio dashboard and scheduled reporting. $499/mo includes 10 client stores. $29/mo per additional store. 14-day free trial, billed as one invoice.
Can I see what a branded report looks like before signing up?
Yes - the free report builder on this site generates an illustrative combined sample PDF with your agency name, color, and logo applied. It demonstrates the branding treatment rather than a specific live export template.