VAI — Wallet
W1 Balance · W2 Affiliate · W3 Cashout · W4 Connect Entry · W5 Pick Provider · W6 Permissions · W7 Connected
W1 — Wallet Home
9:41••• WiFi ···
VAI
+
AVANTI 3 new affiliate signups — $47.85 pending
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Available Balance
$2,450.00
Pending
$47.85
This month
$312.40
Referrals
3 active
Transactions
All
Due
Received
Pending
Paid out
JD
John Doe AFFILIATE
Yesterday · Level 1 commission
+$500
SS
Sarah Smith PENDING
2 days ago · Expires in 5 days
$250
TF
Team Fee
4 days ago · VAI FC North dues
-$100
MR
Mentor Booking EARNED
1 week ago · Session payout
+$85
Payout to Bank
Last week · Chase ••••4821
-$1,200
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W2 — Affiliate Earnings
9:41••• WiFi ···
VAI
+
AVANTI Your link got 3 new signups this week — share again to hit Level 2
Affiliate Earnings
All Time
$1,240
since joined
This Month
$312
Apr 2026
Pending
$47
awaiting
Your Link
Share this link. You earn recurring commission on every plan they pay.
Commission Tiers
Level 1
25%
direct refs
Level 2
10%
their refs
Level 3
5%
L3
Active Referrals
JD
John Doe
VAI+ · Joined 3 months ago
+$125/mo
SS
Sarah Smith
Basic · Joined last week
Pending
TK
Tyler King
VAI+ · Joined 1 month ago
+$47/mo
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W3 — Cashout / Payout
9:41••• WiFi ···
VAI
+
Cashout
Payout to
Chase Bank
Checking ••••4821
Verified
Amount
$
500.00
MAX
Summary
Cashout amount
$500.00
VAI fee (1.5%)
-$7.50
You receive
$492.50
Arrival
1–2 business days
AVANTI
Your $47.85 affiliate pending clears in 3 days — you may want to include it in a larger payout then.
Payout History
Chase ••••4821
Apr 10 · 2 days to clear
-$1,200
Chase ••••4821
Mar 28 · Completed
-$850
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Wallet — Account Connections
W4 Connect Entry · W5 Pick Provider · W6 Stripe Permissions · W7 Connected
W4 — Connect Accounts
9:41••• WiFi ···
VAI
+
AVANTI · WALLET
CONNECT YOUR
ACCOUNTS
AVANTI surfaces insights from your data — read only. We never move money or post on your behalf.
What AVANTI Reads
Balances & receivables
Captures live balance and overdue amounts clearly
Recent transactions
Categorize income and trackable payouts
Outstanding dues
Helps payments to activate accounts
Tax-relevant activity
1099 prep · categories tagging
Read-only access
Review any time from Wallet → Connections. Revoke access instantly.
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W5 — Pick a Provider
9:41••• WiFi ···
VAI
+
STEP 1 OF 3
Pick a provider
You can connect more later. Each opens a secure OAuth flow with the provider.
S
Stripe POPULAR
Payments · Payouts · Receivables
P
PayPal
Inbound payments · All receivables
QB
QuickBooks
Bookkeeping · Transactions
V
Venmo Business ADVISOR
Restricted service only
DOC TYPE II · BASE-LEVEL ENCRYPTION
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W6 — Stripe Permissions
9:41••• WiFi ···
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+
STEP 2 OF 3
S
Stripe Permissions
Review what AVANTI will read
Read Access
Account balances
Exc. 24-hrs min
READ
Charges & payouts
Exc. 24-hrs min
READ
Customer + product metadata
For categorization
READ
Refunds & disputes
Read-only
READ
No Write — Do Not
Move money or initiate transfers
Refund or void charges
Create new products or prices
Post on your behalf
Allow AVANTI to use this data
Surface insights and reminders. Off = alerts only.
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W7 — Connected
9:41••• WiFi ···
VAI
+
STEP 3 OF 3
STRIPE CONNECTED
AVANTI is now reading your Stripe data. Insights will appear in your Home strip and feed.
FIRST AVANTI INSIGHT
$4,280 available · Last payout 3 days ago
You have payout-eligible funds. Want me to schedule a weekly auto-payout to Chase +4421?
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VAI Wallet · W1–W3 Core · W4–W7 Account Connections Flow