Introduction to Customer Dashboard

Learn more about our Customer Dashboard, which allows you to to analyze account data visually.

What it solves

Managing and analyzing financial data can be complex and time-consuming. The Customer Dashboard simplifies this by aggregating and visualizing key account information, making it easier to monitor balances, track transactions, and assess financial risks — all without the need for technical integration.

Customer Dashboard

The Customer Dashboard provides a user-friendly interface for visualizing reports and analyses. It presents account data in a clear graphical format and allows users to view and download PDF documents. Although the dashboard is still in development, several useful features are already available:

Account Overview: All key information at a glance.
Account Statement as PDF: Easy export for your records and an overview of all transactions.
Detailed Account Information: Comprehensive analysis of financial data.
Balance Overview: Insight into account balances and transaction histories.
Risk Overview: Visualization of financial risks.

No API integration is required to use the Customer Dashboard. You simply receive a link that provides direct access to the desired data in an organized view. This makes the Customer Dashboard especially valuable in business environments, where quick and easy access to data is essential.

Please note that the Customer Dashboard relies on imported transactions and account data. Therefore, it is necessary to first import this data via finAPI WebForm or finAPI OpenBanking Access and use Data Intelligence Products. After the import, you can take full advantage of the dashboard’s features.