Most CFOs at brokers or fintechs don't have a data-volume problem. They have a fragmentation problem. Every PSP has its own dashboard, every wallet its own export, and the only 'consolidated' view tends to be an Excel sheet built by hand at every month-end.
The real cost of having no consolidation
- 5–8 business days every month to close the books — CFO and finance-team time.
- Reconciliation errors that surface 30–60 days later, when the source is already hard to trace.
- Blind treasury decisions: you never know in real time how much cash you have available on each rail.
- Regulatory risk: monthly reports are delivered late or with numbers corrected after the fact.
How Smart Dashboard changes operations
A single view that consolidates PSP APIs (Stripe, B2BinPay, Coinsbuy, Unipayment), crypto wallets and manual entries with traceability by source. Lockable closes, exposure alerts and automated reports exportable to BI.