FAQs Customer Dashboard

The Customer Dashboard is a user-friendly interface that allows users to visually analyze financial account data. It aggregates and presents key account information in a clear graphical format, helping to monitor balances, track transactions, and assess financial risks.

Managing and analyzing financial data can be complex and time-consuming. The Customer Dashboard simplifies this by:

• Providing a consolidated view of accounts

• Visualizing key metrics and trends

• Allowing quick identification of financial risks

• Eliminating the need for technical integration

• Account Overview: All essential account information at a glance

• Account Statement as PDF: Easy export for records and transaction overviews

• Detailed Account Information: Comprehensive financial data analysis

• Balance Overview: Insights into account balances and transaction histories

• Risk Overview: Visualizations of financial risks

No. The Customer Dashboard can be accessed via a direct link, providing an organized view of data without the need for API integration.

• Businesses needing quick access to financial data

• Financial analysts monitoring multiple accounts

• Teams assessing account balances, transactions, and risks

• Anyone seeking a visual and easy-to-use interface for financial analysis

Yes. Users can view reports on the dashboard and download them as PDF documents for record-keeping or further analysis.

The dashboard includes a Risk Overview section that visualizes financial risks based on imported account data, helping users identify potential issues quickly.