Payment Reporting and Analytics for Finance and Operations

Gain real-time visibility into transactions, deposits, exceptions, and trends, across every payment channel, department, and system.

Real-time dashboards and transaction-level detail
Reconciliation-ready reports aligned with deposits and GL
Audit-grade logs for compliance and oversight

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Used by municipalities and government agencies across North America

Supports high-volume, multi-department reporting

Built into the Access2Pay platform (not bolt-on BI)

Designed for audit, reconciliation, and compliance

Used by municipalities and government agencies across North America

Supports high-volume, multi-department reporting

Built into the Access2Pay platform (not bolt-on BI)

Designed for audit, reconciliation, and compliance

Why Reporting & Analytics Matter in Payment Operations

Payment reporting often lives across terminals, portals, processors, spreadsheets, and ERP exports. This fragmentation delays insight, increases reconciliation effort, and introduces audit risk.

Access2Pay centralizes all payment activity into a single reporting layer, giving teams immediate access to accurate data, whether they’re tracking today’s deposits, investigating an exception, or preparing for audit.

Real-Time Dashboards for Every Role

Executive & Leadership Dashboards

Daily and monthly revenue summaries
Volume and channel performance
Trend analysis across departments and services

Finance Dashboards

Deposit and settlement tracking
Reconciliation status and variances
GL export monitoring

Operations & Service Dashboards

Transaction counts by location, terminal, and user
Cash drawer activity and exceptions
Refunds, voids, and adjustments

Transaction-Level Reporting (Full Visibility)

Capabilities

Drill down from enterprise totals to:

Department
Location
Terminal
User
Payment type
Channel

View full transaction lifecycle: authorization, posting, settlement
Reprint receipts and trace refunds to original transactions

Outcome

Every number in a summary report can be traced back to its source.

Audit-Ready Logs & Compliance Reporting

Audit Capabilities

Immutable logs of transactions and adjustments
User-level tracking for overrides, refunds, and approvals
Timestamped activity records
Historical access for audit reviews

Compliance Alignment

Supports PCI and public-sector audit standards
Transparent reporting for regulatory review

Custom Reports & Data Export

Reporting Tools

Ad-hoc report builder with filters and dimensions
Saved and scheduled reports
Export formats: Excel, CSV, PDF
Automated distribution to email lists

External BI Support

Publish datasets to external BI tools
API access for advanced analytics
Scheduled data feeds for enterprise reporting environments

Analytics & Insight Capabilities

Analytics Features

Volume and revenue trend analysis
Channel performance comparisons
Forecasting and seasonal patterns
Exception and dispute analysis

Value

Identify operational bottlenecks
Optimize payment channels
Improve planning and forecasting

How Reporting Fits Into the Access2Pay Platform

Secure engine for AR collections and AP disbursements

Accept and send payments across all channels

Centralized interfaces for invoice and payment management

Automated posting to financial systems

Real-time AR/AP visibility and forecasting

Automated approvals and financial process controls

Accounts Receivable and Payable are fully integrated with Access2Pay’s payment gateway, reporting,
and ERP integrations, ensuring every financial action is synchronized and auditable.

Accounts Receivable and Payable are fully integrated with Access2Pay’s payment gateway, reporting, and ERP integrations, ensuring every financial action is synchronized and auditable.