Finance, Excel & Invoicing
Prepare recurring reports and invoice outputs with your finance team’s formats and review steps.
From iGaming to our first forex partnership. Explore a ready platform for payments, finance, BI, CRM and customer support. Go live in days; build tailored automation with your teams while live.
Days
Core platform setup
Your brand
White-label back office
While live
Tailored automation
Operator Scenario
Show us the spreadsheets, reports and repeated tasks your teams use today. Explore the ready white-label platform, then build automation together while your core platform is already live.
The Reality
Reports, invoices and spreadsheet preparation take time. Show us the work your team repeats and the outputs it needs.
Finance, BI and support need shared visibility. Agree the sources, metrics and reports that matter to your operation.
Repeated checks and handoffs add support workload. Map the process with your team and automate agreed steps.
Bring supported payment providers and transaction visibility into the same operational platform.
How It Works
Apply your branding and prepare your environment on the existing platform.
Start using the ready core platform in a few days. Custom automation does not need to finish first.
Work with finance, BI and support teams to build and validate automation around their workflows.
Capabilities
Shape financial reports and invoice workflows around your finance team, with agreed calculations and checks.
Automate recurring reports in familiar formats and build insights around agreed data sources.
Bring customer operations into your branded back office and automate repeated tasks with your support team.
Manage supported providers, routing rules and transaction status within the wider platform.
Setup & Workflow Review
Why Us
Experience From iGaming
Our existing platform comes from iGaming operations. We are looking for our first forex partner, with no forex customer results claimed.
Ready Platform First
Branding and environment setup launch your core platform in days. Automation continues while you operate.
Work With Your Teams
We sit with the people doing the work and build around their actual reports, processes and handoffs.
From Sales Calls
We are seeking our first forex partner. Our experience comes from iGaming, and we will demonstrate the existing platform and agree forex-specific work together.
No. The ready core platform launches in a few days through branding and environment setup. Tailored automation is built while you are live.
Yes. Bring the finance reports and Excel formats your team uses. We agree the data sources, calculations and outputs before automating each workflow.
We review your specific systems, provider access and integration requirements together. No particular trading-platform connector is promised before that review.
Start with your branded platform in days. Bring finance, BI and support teams into the same conversation as you add tailored automation while live.
Prepare recurring reports and invoice outputs with your finance team’s formats and review steps.
Define useful metrics and investigate payment performance with a shared view of the data.
Connect customer context to support work and automate repeated handoffs with your teams.
Payments remain part of the same platform. Explore payment orchestration and configurable payment risk controls.
See the ready platform. Bring your finance, BI and support workflows. Launch the core in days and automate while live.