Live reporting for your customers and your team: balances, activity, exceptions and the figures you run the business on, always up to date.
An example operations view for a payments product: the day's numbers, the trend and the problems to fix.
Payments · Operations
Example dataVolume today
$58.2k
−4.6% vs yesterday
Transactions
4,812
97.9% succeeded
Failed
101
Most: card declined
Unreconciled
3
Oldest: 2 hours
Daily volume, last 7 days ($k)
Metrics and balances that update live, not on a batch delay that leaves users guessing.
A clear, at-a-glance view of balances, activity, and status for end users.
Internal dashboards your ops team actually needs: queues, exceptions, and reconciliation states.
Thresholds and alerts tuned to what actually matters for your product and your team.
Exportable reports and a reliable audit trail for every material change.
Views and actions scoped to who should actually see and do them.
A dashboard is only as good as its data, so the work starts with cleaning and matching it.
Sources
Ledger, payment providers, bank statements
Clean and match
Duplicates removed, records reconciled
Metrics
Calculated once, the same everywhere
Dashboards
For customers, operations and management
Alerts
When a number needs a person
Yes. Views and actions are set by role, so customers, operations staff and managers each see what they need and nothing more.
As live as the source allows: ledger and payment events can update in seconds, while bank statements usually arrive daily.
Yes, to CSV or PDF, with an audit trail of who changed what.
Tell us what decisions it needs to support. We'll design the views around that.
