Payment Reporting and Analytics Dashboards | SOTpay
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Payment Reporting and Analytics


See every payment, across every channel, in real time


SOTpay consolidates transaction data from across your business into dashboards your team can actually use, so finance, operations and management are all working from the same picture.


Less time pulling reports together, more time acting on what they show.

Data-Driven Payment Reporting


SOTpay provides comprehensive revenue reporting designed to give businesses full visibility into payment performance. Transaction data is consolidated into intuitive dashboards like Marketplace Connect, allowing teams to analyse payment activity and optimise workflows.


Businesses can monitor:



This enables informed decision-making and improved financial visibility.



Customisable Reporting and Insights


SOTpay reporting tools can be tailored to match business requirements. Custom dashboards and filters allow teams to extract relevant insights quickly, reducing manual reporting and improving operational efficiency.


Real-time reporting helps:


  • Track payment performance
  • Monitor outstanding balances
  • Identify trends and patterns
  • Improve forecasting
  • Optimise payment workflows
SOTpay payment reporting dashboard showing transaction data and performance metrics

The Questions Reporting Should Answer

Most payment reporting tells you what happened. The useful version tells you what to do about it.


  • Which payment channels convert best, and which are costing you sales
  • How much is outstanding right now, and how old it is
  • Where payments are failing, and at which step
  • How quickly customers pay once a request is sent
  • Which parts of the business are carrying the most payment admin
  • Whether settlement is landing when it should

Built for the People Reading It

The same data serves different jobs, so the reporting is designed to be filtered rather than one fixed view.


  • Finance teams tracking outstanding balances and settlement
  • Operations teams watching channel and workflow performance
  • Management wanting a consolidated position without a spreadsheet
  • Auditors needing a clear, traceable record

Reporting Across Multiple Entities


Businesses running more than one brand, site, department or trading entity usually end up reporting on each one separately and stitching the picture together by hand.


SOTpay supports unlimited sub-vendors, so each entity keeps its own reporting while the organisation sees the consolidated position through Marketplace Connect.


  • Per-entity and group-level views
  • Performance compared across sites or brands
  • Separate reporting without separate systems
  • No transaction volume ceiling on what you can report on

Who Sees What


Payment data is sensitive, and not everyone who needs a report needs all of it. SOTpay allows unlimited user access with control over what each person can see.


  • Access scoped by role or by entity
  • Reporting shared without sharing everything
  • No per-seat penalty for giving people visibility


Audit and Compliance Reporting


Because card data never enters your business systems, the reporting holds a clear record of payment activity without holding anything that widens your PCI DSS scope. SOTpay is ISO 27001 certified, and the trail is designed to stand up to an audit rather than be reconstructed for one.

Reporting That Reflects Your Other Systems

Reporting is only as good as the data reaching it. Where SOTpay connects to your accounting platform or PMS, payments arrive already matched to the invoice, folio or reservation that created them, so the reporting reflects allocated payments rather than a list of receipts somebody still has to identify.


SOTpay integrates with Xero, QuickBooks, iplicit, Oracle OPERA Cloud and Cloudbeds, and connects to CRMs, booking engines and bespoke applications through flexible APIs and middleware. The full set is on the integrations page.

Payment Reporting Questions

What payment reporting does SOTpay provide?

SOTpay consolidates transaction data into dashboards covering volume, values, payment success rates, channel performance, customer payment behaviour, and settlement and reconciliation status. Reporting is real time rather than a periodic export.

Can we customise the dashboards and reports?

Yes. Custom dashboards and filters let teams pull the view they need rather than working around a fixed report, which is what removes most of the manual reporting effort.

Can we report across multiple brands, sites or entities?

Yes. SOTpay supports unlimited sub-vendors, so each brand, site or trading entity keeps its own reporting while the organisation sees the consolidated position through Marketplace Connect.

Can we control who sees which reports?

Access is controlled, so people see the reporting relevant to their role or their entity rather than everything. SOTpay allows unlimited users, so there is no cost reason to leave someone without the visibility they need.

Does the reporting show settlement and reconciliation status?

Yes. Settlement and reconciliation status sits alongside the transaction data, so finance can see not just that a payment was taken but where it has got to.

How does reporting work alongside our accounting system?

Where SOTpay is connected to your accounting platform or PMS, payments are matched back to the invoice or folio that generated them. The reporting then shows allocated payments rather than a list of receipts nobody has identified yet. See the integrations page for the platforms supported.

Is the payment data held securely?

Card data never enters your business systems, so the reporting holds a full record of payment activity without holding card numbers. SOTpay is ISO 27001 certified and payment handling is PCI DSS compliant.

Where Businesses See the Benefits


Organisations using SOTpay reporting see measurable improvements across finance and operations.


  • Time savings for finance teams
  • Cleaner audits and reporting
  • Improved operational visibility
  • Better forecasting from current data
  • Faster identification of failing channels
  • Fewer manual reports pulled together by hand

See your payment data in one place


See how SOTpay reporting gives finance and operations the same live picture, by requesting a no-obligation demonstration from our team of payment experts using the button below.

Download the SOTpay brochure