All payment processes at a single dashboard

Payment processes in your business are a thousand-piece jigsaw puzzle you are trying to complete. Dashboard by Corefy is that final piece to snugly fit the blank space and make the overall picture perfect and understandable. Just sit back and admire the seamless flow of your transactions.

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transactions header transactions sidebar

Status

Amount

Method

Transaction ID

Date

    visa rectangle mastercard rectangle stripe rectangle skrill rectangle paypal rectangle neteller rectangle
    transactions

    Find any payment

    transactions

    Search for necessary transactions by ID or external ID you supplied regardless of transaction origins. Get the results displayed in a convenient grid form and grouped by sections. Each of the results typically includes an amount, a merchant or deposit account name, transaction status, resolution, time, and date. By clicking on a search result, you'll be pointed to the actual transaction.

    • Search queries

    • Time periods

    • Transaction status

    • Used payment methods

    All payment data at one point

    • Webhook notification was received 11.04.020, 19:08
    • Payment of type “PayPal” paid 11.04.020, 19:08
    • Payment of type “PayPal” created 11.04.020, 19:07
    • Payment of type “E-commerce” paid 11.04.020, 19:07
    • Payment of type “E-commerce” created 11.04.020, 19:06
    transactions small

    Manage all payment processes and configure your Corefy account from a single Dashboard. This powerful tool allows you to view all data, monitor your integrations, manage payments and refunds, respond to disputes, and many more.

    • Make refunds in one click

    • Payment statements

    • Event history

    • Webhook notification was received 11.04.020, 19:08
    • Payment of type “PayPal” paid 11.04.020, 19:08
    • Payment of type “PayPal” created 11.04.020, 19:07
    • Payment of type “E-commerce” paid 11.04.020, 19:07
    • Payment of type “E-commerce” created 11.04.020, 19:06
    transactions small
    administration header

    June 2019

    Payment method

    Count

    Amount

    • pp rectangle PayPal
      129
      $3,940.00
    • alipay rectangle Alipay
      144
      $4,127.00
    • stripe rectangle Stripe
      78
      $2,875.00
    • skrill rectangle Skrill
      83
      $1,784.50
    • neteller rectangle Neteller
      14
      $724.80
    • paypal rectangle paysafecard
      25
      $1,218.00

    Total

    $ 14,669.30

    Real-time Dashboard

    administration header

    June 2019

    Payment method

    Count

    Amount

    • pp rectangle PayPal
      129
      $3 940,00
    • alipay rectangle Alipay
      144
      $4 127,00
    • stripe rectangle Stripe
      78
      $2 875,00
    • skrill rectangle Skrill
      83
      $1 784,50
    • neteller rectangle Neteller
      14
      $724,80
    • paypal rectangle paysafecard
      25
      $1 218,00

    Total

    $ 14 669,30

    Get a real-time overview of your business efficiency. Monitor detailed analytics for all indicators of your turnover. Analyse financial flows to control and improve your business processes.

    • Relevant information about all payments in real time

    • Convenient creation of personalised reports

    • You are always aware when you receive each payment

    Analytics

    A feature-rich section in the Dashboard representing all your key business data aggregated at one point.

    • Current period
    • Previous period
    • Total balance

      $54,320.00

      +4,5%

      Jan, 2018 — Jan, 2019

      January ‘18
    • Total balance

      $62,000.00

      +5,4%

      Feb, 2018 — Feb, 2019

      February ‘18
    • Total balance

      $76,748.00

      +6.01%

      Mar, 2018 — Mar, 2019

      March ‘18
    • Total balance

      $58,100.00

      +5.3%

      Apr, 2018 — Apr, 2019

      April ‘18
    • Total balance

      $45,000.00

      +3.5%

      May, 2018 — May, 2019

      May ‘18
    • Total balance

      $79,231.00

      +7,25%

      Jun, 2018 — Jun, 2019

      June ‘18
    • Total balance

      $81,000.00

      +7,5%

      Jul, 2018 — Jul, 2019

      July ‘18
    • Total balance

      $49,570.00

      +3,5%

      Aug, 2018 — Aug, 2019

      August ‘18
    • Total balance

      $44,000.00

      +3.8%

      Sep, 2018 — Sep, 2019

      September ‘18
    • Total balance

      $47,100.00

      +3.9%

      Oct, 2018 — Oct, 2019

      October ‘18
    • Total balance

      $51,255.00

      +4%

      Nov, 2018 — Nov, 2019

      November ‘18
    • Total balance

      $35,000.00

      +3.1%

      Dec, 2018 — Dec, 2019

      December ‘18
    • Total balance

      $54,320.00

      +4,5%

      Jan, 2018 — Jan, 2019

      January ‘18
    • Total balance

      $62,000.00

      +5,4%

      Feb, 2018 — Feb, 2019

      February ‘18
    • Total balance

      $76,748.00

      +6.01%

      Mar, 2018 — Mar, 2019

      March ‘18
    • Total balance

      $58,100.00

      +5.3%

      Apr, 2018 — Apr, 2019

      April ‘18
    • Total balance

      $45,000.00

      +3.5%

      May, 2018 — May, 2019

      May ‘18
    • Total balance

      $79,231.00

      +7,25%

      Jun, 2018 — Jun, 2019

      June ‘18
    • Total balance

      $81,000.00

      +7,5%

      Jul, 2018 — Jul, 2019

      July ‘18
    • Total balance

      $49,570.00

      +3,5%

      Aug, 2018 — Aug, 2019

      August ‘18
    • Total balance

      $45,000.00

      +3.85%

      Sep, 2018 — Sep, 2019

      September ‘18
    • Total balance

      $47,100.00

      +3.9%

      Oct, 2018 — Oct, 2019

      October ‘18
    • Total balance

      $51,255.00

      +4%

      Nov, 2018 — Nov, 2019

      November ‘18
    • Total balance

      $35,000.00

      +3.1%

      Dec, 2018 — Dec, 2019

      December ‘18

    A double graph gives you detailed information at a glance. In addition to your current data, it automatically shows data for the corresponding previous time period. You'll have extensive insights and data into how your business is developing, and all the data you need to create year-over-year analyses, is readily available.

    • heart yellow

      Key metrics overview

      Monitor the key metrics to make well-informed decisions and help your business evolve.

    • speedometer yellow

      Real-time metrics

      Track the operational and analytical KPIs in real-time mode to identify gaps and pinpoint the areas of concern in your operations.

    • file yellow

      Predefined reports

      Select any of our out-of-the-box reports or create a custom report to meet your specific business needs. Reports can be generated in a few clicks or automatically on a regular basis.

    • alerts yellow

      Alerts

      Set and configure Alerts to be timely notified of reaching crucial figures or some error or malfunction occurring.

    Unlimited exports to .csv or .xls format

    Export

    Data file

    • Data report
    • Providers analysis
    • July report

    Export as

    • cvs
    • xls
    Export
    transactions

    All transactional data about payment and payout invoices can be filtered and exported in .csv or .xls format. You can write queries to generate highly customised reports without the need to use additional reporting tools.

    You can use and combine any filters of your choice:

    • Requisites
    • Customer
    • Client IP
    • Storefront
    • Time of creation
    • Transaction status and resolution
    • Amount
    • Currency
    • Payment & Payout methods

    For advanced search and reporting, the Analytics section makes all your data available as an interactive SQL environment on the Dashboard.

    Export

    Data file

    • Data report
    • Providers analysis
    • July report

    Export as

    • cvs
    • xls
    Export
    transactions
    dashboard users add user

    Access control

    dashboard users add user

    Allow or forbid access to particular data and tools to different members of your team, ensuring they access only the areas they need to do their work.

    • Multiple-user access

      i
      Smartly distribute data management across your team to collaborate and maximise your work efficiency.
    • Custom roles

      i
      Protect sensitive data or actions by tailoring specific roles for each team member.
    • Predefined roles

      i
      Choose among the list of predefined functions to restrict access to specific data.
    • Individual access scope

      i
      Edit the access specifications to limit your team members' actions.

    Dashboard features

    Security

    Be sure your revenue and data are protected.

    two factor

    Two-factor authentication. Two levels of verification add extra protection to your basic log-in procedure and restrict unauthorized access.

    compuctor yellow

    Sessions management. Check out the devices that have logged into your account in the sessions list. Revoke any session you do not recognise, if necessary.

    audit logs yellow

    Audit logs. Monitor all the security-related changes made by any user in your company account in the past two months.

    Personalisation

    Personalise the Dashboard in compliance with your individual preferences.

    globus yellow

    Time zone. Set your time zone to see the precise time of all transactions and connections.

    language yellow

    Language. Choose the language you want to operate your Dashboard in and keep records.

    clock yellow

    Define the date & time format. Set the format of date and time suitable for your preferences or local requirements.

    Changelogs

    Chronologically ordered lists of notable changes.

    man yellow

    Activity logs. Look through all actions that are logged with the IP and username of the performing user for full transparency, visibility, and control.

    logs yellow

    Transactions timelines. See the timeline of events concerning each transaction.

    revisions yellow

    Revisions. Monitor the data about current and previous versions of routing schemes. Keep track of all the edits made to a particular entity throughout its lifetime and roll back to a certain version when necessary.

    Telegram bot

    Get account balances and access monthly reports hassle-freely in our Telegram bot. Quickly check balances for every account you have with Corefy on the go, when and where you need it, without even leaving a messenger.

    • Multi-account access. When you add multiple Corefy accounts, you can switch between them without having to log out and log back in.

    • Balance report. Provides information on opening and closing balances, as well as on debit and credit turnover for a selected period for every account used.

    • Transaction search. Search for necessary transactions by ID or external ID you supplied regardless of transaction origins.

    • Push notifications. Get updates directly to your mobile phone. You are always aware when you receive each payment.

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    Ready to boost your business to the next level?

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