Payment processing dashboard for back-office teams
Every Finix customer and merchant has a custom dashboard auto-populated with their transactions, reports, settlements, and more so anyone from your team can manage your payment operations. No coding required.
Transparent transaction details for easy reconciliation
Be in the know about your transactions. All the payments data you need can be found and exported from your Finix dashboard. Our reports give you visibility into all costs and fees associated with your transactions so you can optimize revenue and improve your customer experience. No need to build complicated data models to reconcile transactions. We make reconciliation a breeze by allowing you to access all your payment details in one place.
With the new Finix Dashboard, everything we depend on is still there, but it’s faster, easier to navigate and helps our team find the payment information we need much more quickly. We were able to jump right in without missing a beat, which made the transition seamless for our team.
The payments dashboard built around how your team works
Payment operations get more complex as a business grows. The Finix dashboard is designed to reduce that complexity. Search across merchants, transactions, and other records by the fields your team uses most, then narrow the results with one-click filters. Each user can set the dashboard up around their own work by customizing their homepage, saving frequent filters, and pinning the pages they open daily.
Intuitively access all transaction information
See all associated information per transaction in your dashboard. For example, your linked payment ID, payment instrument, the merchant the transaction is associated with, the software platform the merchant uses, and more.
Transparency across omnichannel transactions
With the Finix dashboard, back office teams managing operations, finance, risk and more can see all transaction details, with the ability to copy-paste the payment ID, payment instrument ID, or export reporting to ingest payment information into your own reporting system for audits, analyses, and optimization.
Hear from our customers
We had a customer that had problems when it came to organizing their data because they had to deal with data coming in from Stripe, data coming in from their own fundraising software at the time, then having to reconcile that into their own CRM - which made everything a mess. With Finix, it’s so much more scalable to have a single source of truth that enables payments for fundraising tech.
Every single person that I’ve had the pleasure of working with at Finix has been lovely! They make sure that we get to the bottom of questions or concerns that we have, while working with different processors and different companies. Additionally, it’s amazing how easy it is to get a hold of someone from Finix when it comes to support.
Managing payments with the Finix dashboard: FAQs
A payment processing dashboard is a central interface where businesses can monitor and manage their payment activity. The Finix dashboard allows teams to view transactions, track performance, manage merchants, and access reporting tools from one place.
Yes, you can customize the Finix dashboard to match how your team works. Set up a personalized homepage, save filters you use often, pin frequently visited pages for one-click access, and configure tables to show the columns that matter to your role. These settings apply per user, so each person on your team can work the way they prefer.
Yes, the Finix payments dashboard is a no-code interface that allows businesses to manage payment operations without needing to build custom tools. Teams can monitor transactions, manage merchants, and access reporting directly from the dashboard.
You can find a specific transaction in the Finix dashboard using search and filtering. Search across merchants, transactions, and other records by the fields your team relies on most, then narrow results with one-click filters. This helps when you are reconciling a settlement, researching a dispute, or answering a customer question against a large dataset.
You manage merchant accounts in the Finix dashboard from a single merchant view that brings account and identity information together. From there, you can review a merchant's details, check their processing activity, and access the records associated with them without switching between separate pages. Teams handling onboarding, support, and risk all work from the same view.
A payment dashboard helps optimize transaction costs by giving businesses insight into fees, payment performance, and processing data. With Finix analytics and reporting tools, teams can identify cost drivers and make decisions that improve payment efficiency.
Yes, Finix offers a payout management dashboard that allows businesses to view payout activity, track transfers, and manage how funds move to merchants or recipients.
Yes, you can export custom payment reports from the Finix dashboard. Businesses can generate and download payment data and reports to support accounting, reconciliation, and financial analysis.
Yes, the Finix dashboard shows chargebacks and disputes. Businesses can monitor dispute activity, review chargeback details, and manage dispute workflows directly within the dashboard.