Smarter Systems. Smoother Growth.
Every edition we release updates that make our platform sharper, not just for merchants, but also for the teams and systems behind the scenes.
This September brings three key upgrades:
- Instant answers
- Faster reporting
- AI-powered support tools
Some of these changes you’ll spot right away. Others run quietly under the hood, like upgrading the engine while you’re driving. Together, they make the whole experience smoother, smarter, and built for growth.
Clever AI Data Analyst
Designed to Notice. Built to Act.
Clever AI Data Analyst is built right into your payment flow so actionable insights show up in real time, not days later.
New this edition:
- Ask for details from any part of your dashboard: Balance ID, Payment ID, Campaigns, even transaction type.
- Upload invoices, reports, or screenshots (PDF, CSV, DOCX, PNG, JPEG) for instant analysis.
- Works across Finance, Ops, and Marketing. One assistant, many jobs.
Want to go deeper? Read the full Clever AI Data Analyst blog
or Book a demo
Finance & Member Roles
Can Export Payins Report
Export permissions for Payins and Payouts reports are no longer just for Admins.
Now Finance and Member roles can self-serve these exports directly from the dashboard:
- No more waiting for Admin access.
- Teams can grab the reports they need instantly.
- Faster reporting, fewer bottlenecks.
That means Finance and Ops teams can move quicker with the right data in hand, right when they need it.
Support Just Got Its Own
Team of AI Helpers
We’ve developed AI solutions for our customers, but we couldn’t forget about our own team. Behind the scenes, support conversations generate thousands of small tasks and action items. Our Agentic Support Monitor Dashboard automates the heavy lifting, so our people can focus on solving, not sorting.
Here’s what it does in seconds:
- Smart sorting: Routes finance, tech, or compliance queries to the right place.
- Instant recaps: Summarises entire conversations, flags urgency, and shows status.
- Task detection: Spots action items, assigns owners, sets priorities.
- Built-in memory: Remembers context from past chats.
- Analytics: Weekly and monthly insights into volumes, trends, and resolution rates.
Think of it like an assembly line of AI agents: one sorts, one summarises, one creates tasks, another compiles reports. Together, they make support faster, clearer, and easier to manage.
It’s the kind of work you won’t always see, but you’ll definitely feel it because when support runs smarter in the background, everything at the front runs smoother too.
That’s September’s update.
Real-time answers. Faster reporting. AI-powered support.
More in the next edition.
Leave a Reply