💰 Easily track every deposit made to your account with the Financial Settlement Reporting view!

Hi there!

You can now easily track when and how much funds are deposited into your organization’s account using the new Financial Settlement Reporting view!

With this view, you’ll always have clear visibility into ACH settlements deposited by Finix in your organization's bank account, making reconciliation easier and more efficient for your staff.

🎥 Watch the video below to see the Settlements View in action!

💡 Be sure to check this Help Center Article for more details on how to perform Plan Reviews!