Stay on top of every payment from one clear dashboard
Track payments, balances, and customer activity in real time without relying on spreadsheets or disconnected systems.
Know exactly where every payment stands
Payment tracking becomes difficult when information is spread across emails, spreadsheets, and different systems. Reporting and dashboards bring everything together into one clear view for your whole team.
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Track paid, pending, overdue, and refunded payments in real time so your team always has an accurate view of customer balances and payment activity without needing to manually check multiple systems.
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Clear reporting and organised transaction data help finance teams match payments faster, reduce manual admin, and spend less time working through spreadsheets or disconnected records.
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Give finance, operations, and customer-facing teams access to the same live payment information so everyone stays informed and works from one clear source of truth.
What’s included
Everything you need to stay in control
Reporting and dashboard tools help teams track payment activity clearly, reduce admin, and make faster decisions with confidence.
Real-time payment visibility
View payment activity as it happens with live updates across completed payments, outstanding balances, instalments, refunds, and customer activity.
- Track live payment activity
- Monitor outstanding balances
- View payment statuses instantly
Stay informed without waiting for manual updates.
Simplified reconciliation
Clear reporting makes it easier to match payments, balances, and customer records without relying on disconnected spreadsheets or manual processes.
- Reduce reconciliation time
- Match payments more easily
- Keep records organised
Help finance teams work faster and more accurately.
Clear reporting for your team
Give finance, operations, and customer-facing teams access to the same clear reporting and dashboard information without relying on manual updates.
- Shared team visibility
- Clear reporting dashboards
- Reduce internal confusion
Keep teams aligned with one source of truth.
Customer and payment tracking
Search and manage customer payment activity from one place, including reminders sent, instalment progress, balances remaining, and completed transactions.
- Track customer payment journeys
- View instalment progress
- Monitor reminder activity
Always know where customers are in the payment process.
How it works
A clearer way to manage payment activity
Track payments, customer activity, and balances from one central dashboard designed to keep your whole team informed.
01. Customer payments are processed
Payments, reminders, instalments, and customer activity are automatically recorded as they happen.
02. Activity appears in your dashboard
View live payment statuses, balances, and customer activity from one simple reporting dashboard.
03. Stay organised and informed
Monitor outstanding balances, completed payments, and reporting activity without manual spreadsheets or disconnected systems.
Speak to our team
Get started in three simple steps.
01 / Speak to our team. We’ll walk you through a demo and answer any questions you have.
02 / Find the right setup. We help you choose what works best for your team and customers.
03 / Go live with support. Get set up and start taking payments with direct support from us.