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TabaPay’s customers play a huge role in the North American economy — powering a third of American households. And when you’re orchestrating money movement on that scale, you need to know exactly what’s happening, and to act on that knowledge right away.
That is the standard the Portal team is building toward. Our vision is a single command center where you run payments and finance end to end: where understanding your business and acting on it happen in the same tools, the moment you need them, with less waiting and fewer handoffs.
The TabaPay Portal now provides powerful custom insights and tools to help our customers thrive at scale. It’s now easier than ever to streamline your operations, find clear patterns in complexity, and run your business better.
With the Portal, you’ll be able to do two things easily: see the state of your business, and act on what you see.
See your business clearly with Enhanced Transactions Feed & Insights Hub
Our customers have told us this again and again: you want more historical data and deeper business insights inside the Portal. So we brought the full picture to you.
The transaction page now offers additional metadata and search filters, so you can learn more about each transaction and be more precise with your research. Additionally, you can view the entire transaction lifecycle in one place, instead of pulling multiple reports to answer one simple question.
Effortlessly follow transactions from authorization and settlement to chargebacks in a single unified timeline.
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Insights Hub takes the data a step further. It will now automatically observe and display patterns across payments, so there’s no need to touch the raw transaction data.
Easily review approval rates, the reasons for declines, and volume over time. When your approval rate dips or declines start climbing, you catch it as it happens and can respond before the problem compounds.
Act on what you see with Report Builder
Seeing is only half of the equation. We believe the Portal becomes far more powerful when it is also where you get things done. That is the direction we are building in, and it is well underway.
Report Builder enables you to build your own custom reports. In seconds, you can select the data columns you need, generate a table, and export it to any stakeholder on your team that needs it.
Where we're headed
We know your team does its best work when everything it needs is right at hand. That is what the Portal is built to give you: more visibility, more control, and more you can do on your own, all in one place.
Report Builder & Insights Hub are just the beginning towards this vision. More of your day-to-day will be coming into the TabaPay Portal soon, starting with the features our customers ask for most: responding to chargebacks, managing your own team's access with user roles, initiating partial refunds, viewing and managing program configurations, and more. The Portal is becoming the place you run your entire payments operation.
We’ve built out these features in response to customer feedback, and we’re always eager to hear from you. Respond to this survey with your thoughts! The Portal is a living and evolving platform, and one we plan to expand even more over time.