🚀 Product Update: Finance Dashboard Upgrades

🚀 Product Update: Finance Dashboard Upgrades

We’ve upgraded the finance management module to help owner to track and reconcile business finances more efficiently. This update moves away from manual processes to provide better real-time clarity across all operations.

  Section 1: The Ultimate Finance Command Center

Get a bird’s-eye view of the business health the moment you log in. No more digging through reports to find your bottom line.

  • Deep-Dive Payment Splits: See exactly how you’re getting paid—Card/UPI, Wallets, Cash, Online, and more.

  • Visual Insights: Use our Payment Distribution Chart to see your revenue mix and Monthly Trend Graphs to track behavior over time.

  • Deductions at a Glance: Instantly see the impact of Taxes, Discounts, Charges, and Tips on your earnings.


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 Section 2: Smart Card & UPI Reconciliation

Stop chasing transactions. Our new reconciliation engine does the heavy lifting for you.

  • Auto-Reconciliation Banners: For non-integrated users, we’ll highlight exactly how many orders are eligible for automated tracking.

  • Integrated Power: Connect your EDC machines and UPI partners to unlock:

    • Automated Split: Clear visibility between EDC and UPI totals.

    • Anomaly Detection: Quickly identify transactions missing invoices for immediate correction.

    • Payout Clarity: See provider charges and your final aggregated payout in one view.

  • Trend Tracking: Monitor swipe machine charges and digital usage (EDC vs. UPI) to optimize your payment methods.


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 Section 3: Order-Level Transparency

Total transparency, down to the very last cent. We’ve bridged the gap in payment reporting.

  • Granular Views: Reconcile every single order with a clear breakdown of payments received.

  • No More Manual Splits: Enjoy a clear Card vs. UPI bifurcation at an individual order level. Even with Credit, Debit card bifurgation.

  • Data Integrity: Resolve long-standing inaccuracies in reporting with automated, order-wise verification.


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 What’s Coming Next?

We’re not stopping here! 

 Banking Integrations

  • HDFC Loan Integration: Check eligibility and process loans directly from your dashboard for seamless disbursal.

  • HDFC Current Account: Open a professional current account digitally without ever leaving the platform.


 Advanced Reconciliation

  • Smart Charge Calculation: Enter provider rates and see your expected payout in real-time before settlement.

  • Payout Validation: Upload provider reports to automatically detect hidden fees or extra charges.

  • Smart Dashboard Alerts: Get upcoming payout estimates for online partner based on the commission structures to master the cash flow.


 EDC Connectivity: Faster, Stronger, Scalable!

We are evolving our infrastructure to bring you a better experience! We’re transitioning from local intra-server connections to a high-performance, internet-based EDC integration to future-proof the business.

  • Ultimate Reliability: By moving to the cloud, we’re ensuring your connection is more stable and robust than ever before.

  • Seamless Scalability: This upgrade allows your POS system to scale effortlessly, handling higher volumes as the business grow