Overview

Finmo's Analytics dashboard is your central mission control. Each card brings critical financial activity to your fingertips. The dashboard aims to give you an overview of your Finmo account at a glance. Visually helping you provide a lot more information with the help of graphs, aiding you in making better and quicker decisions.

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Information

The cards visible for each organization may vary based on the account controls that are enabled.

All analytics modules can be filtered to refine data views based on specific needs. Filters like currency, date range (e.g., Last 7D, Last 30D), and transaction type offer a customizable and focused look into transaction activity. These filters help narrow down, making it easier to track trends, monitor performance, and make informed decisions across different financial flows.

Let's explore each of the cards on the dashboard below:

Wallet Balances

View real-time balances across all your currency wallets. Quickly assess available funds to make funding or payout decisions without navigating away. Perfect for finance and treasury teams to stay on top of funds available per currency.

Payin(Receivables)

Track all incoming payments via virtual accounts, direct transfers, and refunds. Use this view to monitor collection trends and stay ahead of receivables.

Payout (Payables)

Visualize your outgoing payments. Spot spikes or delays in settlements and align payout activity with your vendor or partner obligations.

Top-ups

See how your wallet is being funded over time. Compare regular Top-ups and GCA Top-ups to better manage liquidity planning.

Customers / Virtual Accounts

Monitor how customers are using assigned virtual accounts. Identify high-usage accounts or inactivity to optimize your collection setup.

Invoice Statuses

Get a snapshot of invoice health — paid, pending, or overdue. Use it to flag aging issues and drive collection follow-ups.

Invoice Aging

Break down outstanding invoices by overdue buckets. Prioritize follow-ups and reduce aging with clear visibility into delays.