Numbers you can act on
Where the money came from, where a payment stalled, and how each agent is actually doing — filtered the way you ask the question, and exportable when someone wants it in a spreadsheet.
The reports the team actually asks for
Built from the work itself — the payments that were sent, opened and paid, and the conversations that were answered.
Payments, end to end
A summary, and then the funnel behind it: link sent, link opened, attempt made, payment taken. You can see where it stops.
- The funnel from link sent to paid
- Income over time, and the lifecycle of a single payment
- Declines grouped by reason
- Revenue by channel, and what is still outstanding
Agent performance
A leaderboard made of work, not impressions: what each agent sent, what was paid, and how fast the first reply went out.
- Requests sent, requests paid, conversion
- Deals closed and money collected
- Median time to payment
- Chats closed, reopen rate, median first response
Every agent’s own view
Each agent sees their own numbers with a weekly trend, and a short list of what is worth chasing today.
- A weekly trend, per agent
- To chase: expiring soon, never opened, worth retrying
- The conversations they are assigned and holding
Ask it your way, then export it
Pick a date range and a time zone, compare with the period before or the same period last year, then narrow it down.
- Compare with the previous period, or last year
- Filter by agent, channel, bank account and currency
- CSV and XLSX export from every report
- Who sees which report follows the role you gave them
Not only payments
The rest of the platform reports on itself too.
Broadcast delivery
A timeline of the campaign, the batches it went out in, and the status of every single recipient.
Visibility by role
A supervisor and an agent do not see the same report. Access follows the role they were given.
Take the data with you
Every report exports as a spreadsheet, so it can go into a board pack or into your own warehouse.
See what your team is really doing
Connect a channel, take a payment, and the reports fill themselves in.