Settlement data

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Our reporting tools give you access to merchants’ settled transactions, which you can use to reconcile transactions and verify that merchants have received the correct funds. To view settlement data, you can integrate with our Payroc API or use Payroc Insights.

Different reporting tools

AspectPayroc APISelf-Care Portal
Ideal forPartners and ISVs who want to integrate reporting and analytics directly into their software.Partners and merchants who want to access reporting through a separate self-service interface.
Speed of setupModerate - Requires some development effort.Fast – Settlement data is ready to view.
ScalabilityHigh – Handle reporting for multiple merchants and large datasets with ease.Moderate – Suitable for day-to-day reporting for one or several merchant accounts.
CustomizationHigh – Fully customizable to your internal workflows and data needs.Low – Preconfigured reports for quick and easy access to key insights.

Key capabilities of our Payroc API

Seamless integration

  • Integrate reporting directly into your software for an uninterrupted user experience.
  • Automate data retrieval and synchronization to reduce manual tasks.

Scalability

  • Scale reporting effortlessly as your merchant base expands.
  • Handle large volumes of data without significant manual effort.

Custom reporting

  • Tailor reports to include the data that matters most to your merchants.
  • Provide customizable reporting interfaces that perfectly match your merchants’ unique branding.

Key capabilities of Payroc Insights

On-demand reporting

  • Access settlement reports on time without any integration or setup.
  • Review monthly statements to understand fees and account activity.

User-friendly interface

  • Use the dashboard to gain a high-level overview of your transactions and merchants.
  • Highlight key metrics easily with the intuitive dashboard filters.

Automated notifications

  • Stay informed with updates on merchant accounts, chargebacks, statements, and PCI compliance status.
  • Schedule notifications for the times that work best for you and your merchants.
  • Receive notifications and alerts by phone, email, or both.

How to use our reporting tools

Choose the reporting tool that aligns best with your requirements:

  • Payroc API - Integrate with our Settlement endpoints to retrieve settlement-related data, including settled transactions, batch details, and ACH deposits. For detailed information on our Settlement endpoints, go to our API Explorer.
  • Payroc Insights - Use Payroc Insights to view settlement reports and monthly statements. For more information about how to use Payroc Insights, go to our Support Hub.

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