The standard playbook for understanding your processing data: export a CSV at month-end, pivot it in a spreadsheet, reconcile against your bank statement, file a chargeback dispute in a separate portal, and email support to find out why a payout was short. By the time you have a real number, the month is over and the decision window has closed. Operating in the dark for 30 days at a time isn't a data problem — it's a tooling problem.
Every authorization, capture, refund, and dispute is on screen the second it happens. Success rates, decline reasons, and average ticket size update live — not in a daily batch.
Day, week, month, quarter, year — every view is one click. Compare periods, break out by payment method, channel, or product. The numbers match your accounting because the source of truth is the same.
Every payout is broken down into the underlying transactions, fees, refunds, and adjustments. Match it to your bank statement in seconds instead of hunting through line items.
New disputes generate an alert the moment we receive them, with the customer's payment history, the original receipt, and a one-click flow to upload evidence. No third-party portal.
A live ticker of every authorization, the running revenue for the day, and a comparison against last Tuesday. The numbers your team would otherwise text you about.
Gross revenue, fees paid, net to bank, payment method mix, and the trend against last month — all on a single page. The data your accountant would ask for, prepared.
Disputes that need a response, transactions that failed, payouts that look unusual. The dashboard's job is to surface the few things that need a human, not to bury them in a list of 10,000 events.
Yes. The full dashboard is responsive — every view, every report, every action. There's also a dedicated mobile app for iOS and Android if you want push notifications for transactions and disputes.
Yes. You can invite teammates with role-based access — full admin, finance-only, support-only, or view-only. Accountant access is a single-click role with the right permissions out of the box.
Yes. Two-way sync with QuickBooks Online, Xero, and NetSuite is built in. Transactions, fees, payouts, refunds, and disputes flow through to your books automatically — no monthly CSV import.
Every view has filters, groupings, and exports. For deeper analysis, the dashboard exposes the same data through a read-only API and webhook stream, so you can pipe it into a BI tool like Metabase or Looker if you want.
Chargebacks are a first-class object in the dashboard, not buried in a separate portal. You get an alert when one is filed, the evidence packet is pre-populated from the original transaction, and your win rate is tracked over time.
Get a live view of every dollar in and out, every fee paid, and every issue that needs your attention — all in one place.
