Payments Built for the Back Office
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.
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.
Dig into the details of your payments with automated reporting you can customize with date, payment method, and many more filters that help you manage your business, identify trends, and create solutions to optimize.
With the click of a button, share a hosted onboarding form with the merchant you want to onboard. All information gathered is routed directly to Finix for quick review and approval.
Maintain your own brand on your dashboard, emails, and merchant onboarding forms for a seamless employee and customer experience.
Designate team members to have access to your payments dashboard, with customizable levels of access to ensure your payments information is secure.
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.