Get valuable financial insights with DesignPay’s reporting and reconciliation tools

You can’t make data-driven decisions about how best to run your firm without visibility into every transaction. With our customizable reports and dashboards, you have on-demand access to real-time payment statistics and important business metrics.

Easily view short- and long-term payment details, including comprehensive daily and monthly transaction summaries as well as deposit history.

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Better manage your firm’s finances and more accurately forecast future earnings with user-friendly reports and dashboards.

Reporting and Reconciliation

Get full daily client fund deposits and all the transaction details you need in customizable deposit reports. Organize transactions and create custom reports with our tagging functionality, and export data for further analysis.

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Dashboard

With instant access to key business metrics, you can better manage seasonal revenue trends, understand and project cash flow, and identify opportunities for business growth. That’s why we’ve designed the dashboard to give you robust tools to dig into your data.

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