Are your merchants and agents calling you for information they could see themselves?
Merchant, agent and partner portals
Web portals for merchant onboarding, agent management, transaction monitoring and reporting, with role-based access.
What this covers
Behind every payment platform are people who need to see it: merchants checking settlements, agents managing float, support staff tracing a failed transaction, and administrators onboarding the next partner. Without a portal, all of that becomes a request to your engineers.
We build the portals that take that load off, with role-based access so an agent sees their own business and an administrator sees everything, and with an audit trail of who did what. Onboarding flows, including document capture and approval steps, are built to match how your compliance team actually works.
What’s included
- Merchant onboarding, including document capture and approval steps
- Agent management, including float and commission visibility
- Transaction monitoring and search for support teams
- Reporting for merchants, agents and internal finance
- Role-based access for admins, agents and support
- Audit trail of administrative actions
Rails and technologies
Sound familiar?
Tell us about the project and our engineers will come back with a practical proposal.