Skip to main content
PGSwift

Dashboard

Every payment, payout and settlement in one place.

Balances, every transaction with its status history, payout approvals, and CSV exports your finance team can reconcile.

Dashboard overview with balances and recent transactions

Modules

Three views of the same ledger.

Transactions

Transactions

Search and filter payments by channel, status and date, with the full status history on each one.

Payouts and approvals

Payouts and approvals

Track every payout, approve the ones your rules hold back, and download proof of transfer.

Settlements and exports

Settlements and exports

Settlement records with fee and nett amount, exported as CSV and emailed to you when a large export is ready.

Operations

Access set per person, from finance to engineering.

  • Roles and per-user permissions for finance, operations and engineering
  • Two-factor authentication and IP allowlisting for sign-in
  • Payout approvals in the dashboard or in Telegram
  • CSV exports of transactions, settlements, payouts and balance history
  • Signing key management for your API integration

See the dashboard on a call

We will walk through balances, approvals and exports with your team.