Smart Dashboard: multi-PSP operating finance in real time
How Smart Dashboard reconciles multiple payment processors, wallets and manual data into one live view — without losing traceability.
The reason finance teams at brokerages and PSPs spend their week in spreadsheets is not that they love spreadsheets. It is that no single system gives them the view they actually need: a reconciled, multi-source picture of money in flight.
Smart Dashboard is our answer to that. It is not a generic BI tool. It is an operating dashboard built for the messy reality of fintech finance: multiple PSPs, multiple wallets, manual entries, and a regulator who wants to see the audit trail.
What it consolidates
In a typical deployment, Smart Dashboard pulls from:
- Payment processors — Stripe, Adyen, regional acquirers, crypto on-ramps.
- Wallets — custodial, non-custodial, exchange-side balances.
- Manual entries — bank statements, MT103 messages, internal transfers.
- Trading platforms — MT5 and Match-Trader position and PnL data.
All of it, in real time, into one ledger that respects the source. Each line keeps a reference back to the upstream transaction, so the audit trail is never lost.
What you see
The default views are tuned for the questions a CFO actually asks:
- Executive summary — net position, today's flow, weekly burn.
- Consolidated movements — every transaction, filterable by source, with the original reference preserved.
- Per-wallet balances — reconciled to the cent, refreshed live.
- Income, outflows, fees and liquidity — broken down by source and destination.
- Risk Dashboard — withdrawals, exposure, alerts. Designed for the head of risk, not just the CFO.
- Automated reports — daily, weekly, monthly. Lockable accounting closes for month-end.
For multi-company groups, HR and full audit trail are first-class. Per-entity views, consolidated views, and an immutable log of every adjustment.
What it does not do
Smart Dashboard is not a trading platform. It does not place orders. It does not manage risk limits. It shows you the financial truth of what is happening, so the team that places orders and the team that reports on them can argue from the same numbers.
Access
Smart Dashboard is available at dashboard.zois.solutions. It ships integrated with Orion CRM, and standalone access is available to qualified firms. Get in touch for a walkthrough on your own data.