Product Corner: Unlocking Financial Control with VoPay’s Advanced Reporting Tools

In today’s real-time financial landscape, data isn’t just a support function—it’s a growth driver. CFOs, controllers, and software platform leaders need precision, speed, and visibility across their payment operations to make confident decisions. That’s why Advanced Reporting is a foundational element of the VoPay financial automation toolbox.

VoPay’s newly redesigned Reports feature empowers enterprises and ISVs to simplify reconciliation, maintain audit-readiness, and meet compliance obligations—all through a modern, intuitive UI. Whether you're managing multi-rail transactions, building custom workflows, or preparing for a FINTRAC audit, VoPay’s Advanced Reporting puts the right data in the right hands at the right time.

What’s New in Reporting

The latest update to the VoPay Portal introduces major usability and feature enhancements that transform how finance teams interact with transaction data:

Key Enhancements:

• Clean empty state for first-time users with quick-start guidance
• Sliding drawer for intuitive report creation
• Three-step collapsible setup: Details, Frequency, Configuration
• Tabbed navigation for one-time and subscription reports
• New filters for faster data retrieval and segmentation
• Expanded report library, including:
  • GL Code Transaction Summary
  • GL Code Summary
  • Transaction Code Summary
  • Transaction Summary by Code

Integrated with VoPay 360™ for End-to-End Financial Visibility

Advanced Reporting is fully integrated with VoPay 360™, our all-in-one accounting synchronization solution. This means your reports don’t just reflect payment activity—they mirror your full financial operations in real time.

• Auto-sync with accounting platforms: Ensure your GL codes, invoice status, and cash movements are reflected across your ERP
• One centralized portal for payables, receivables, and reconciliation: View everything from a single source of truth
• Close books faster: With automated data flow and advanced filters, finance teams can cut days off month-end reporting cycles

Whether you’re reconciling large-volume transactions, tracking disbursements by department, or reporting across multiple business units, VoPay 360 + VoPay’s Advanced Reporting Tools gives you the automation, accuracy, and transparency needed to scale with confidence.

Why Advanced Reporting Matters

For CFOs & Controllers:

• Visibility on cash flow: Know where funds are, how they move, and what’s pending
• GL Code mapping: Easily segment spend and revenue by department or account
• Audit readiness: Quickly generate historical data for internal reviews or regulatory exams
• Real-time insights: Turn data into action with scheduled or ad-hoc reports

For Compliance Teams:

• FINTRAC and regulatory reporting: Maintain defensible records for KYC, AML, and transaction thresholds
• Transaction code audits: Monitor payment activity by type to detect anomalies
• Report traceability: Assign recipients, tag payment methods, and include sub-account structures

For ISVs & SaaS Platforms:

• Embedded finance tracking: Monitor usage across your client base by rail, frequency, and behaviour
• Automated delivery: Subscription-based reports eliminate the need for manual generation
• End-user customization: Create branded, user-facing reporting tools with minimal dev lift

Use Cases: Advanced Reporting in Action

1. Monthly CFO Dashboards

A SaaS-based PropTech platform uses VoPay’s subscription reports to auto-send monthly GL summaries to its CFO, segmented by building and payment rail. This enables instant reconciliation against QuickBooks via VoPay360 Accounting Integration.

2. Compliance Snapshot for Regulators

A cross-border remittance provider schedules weekly reports showing transaction types, volumes, and flags for large transfers, enabling a fast response during FINTRAC audits.

3. Partner Insights for ISVs

An insurance platform offers white-labeled reports to brokers using VoPay’s reporting engine, showing claim disbursement activity, success/failure rates, and customer engagement across payout types.

Get Started with VoPay

VoPay’s reporting suite is more than a data export tool—it’s an intelligent system built for today’s fast-moving finance teams and digital platforms. Whether you're building embedded finance into your SaaS or scaling your enterprise treasury function, Advanced Reporting helps you reduce manual work, stay compliant, and make better decisions, faster.

To learn more about VoPay’s Advanced Reporting Tools or book a consultation, visit https://vopay.com/