Merchant Dashboard - One portal to run your payment operations
Manage your account, see every transaction, track settlements, and pull the reports you need — all from a single dashboard.
Powerful features
Your merchant dashboard gives you everything you need to manage your payment operations in one place.
Unified Merchant Dashboard
Access all your payment data in one place with a comprehensive dashboard that provides a complete view of your business.
Transaction Management
Search, filter, and manage transactions across all payment channels with detailed information and action capabilities.
Settlement Tracking
Monitor funds movement with real-time settlement tracking, reconciliation tools, and automated reporting.
User Role Management
Control access with customizable user roles and permissions to ensure the right people have the right level of access.
Customizable Reporting
Create and schedule custom reports with flexible parameters, visualization options, and automated delivery.
Multi-Location Support
Manage multiple business locations from a single portal with location-specific reporting and user access controls.
Tech stack
Your dashboard is built for reliability and security, so your account and reporting are always at your fingertips.
Platform
Cloud-based SaaS, Mobile-responsive design, Progressive web app
Security
Role-based access control, Two-factor authentication, Audit logging
Data Management
Real-time data processing, Data warehousing, Historical archiving
Reporting Engine
Custom report builder, Scheduled exports, Data visualization
Integrations
QuickBooks accounting sync, Homebase, ShipStation, MailChimp
Compliance
PCI-DSS program, $100K breach indemnification, data retention policies
Business benefits
Your merchant dashboard makes day-to-day payment management simpler for your business.
Operational Efficiency
Centralized management and automated reporting keep your back office running with less manual work.
Better Decision Making
Make data-driven decisions with comprehensive analytics and real-time business insights.
Enhanced Security
Protect sensitive payment data with role-based access controls and comprehensive audit trails.
Scalable Growth
Easily manage expanding operations with multi-location support and flexible user management.
See it in action
Here's how the dashboard fits into your day, from logging in to closing the books.
Log in to one place
Sign in to your dashboard to see your account at a glance — recent transactions, pending settlements, and the reports you check most, all on one screen.
Manage every transaction
Search and filter transactions across your payment channels, follow settlements as funds move, and give your team the right level of access with customizable roles.
- Review and search transactions across all your payment channels
- Track settlements and reconcile funds as they move to your account
- Build and schedule the reports your team relies on
What you get
- Manage transactions, settlements, and reporting in one place
- One dashboard
- Give your team the right access without sharing logins
- Role-based access
- Build the reports you need and have them sent on a schedule
- Custom & scheduled
One login, full visibility — see every transaction, settlement, and report without switching between tools.
Ready to centralize your merchant operations?
A single dashboard for all payment activity, reporting, and account management.