Financial Transparency
Financial transparency for every stakeholder - without leaking what shouldn't be shared.
Give customers, specialists, organizations, and affiliates clear visibility into the financial side of the platform: what was charged, what was earned, what was paid out - and how the totals were computed.
How it works
A streamlined process designed for efficiency and control
Configure role-based visibility rules to scope financial data by stakeholder type
Each role sees their relevant financial information - payments, earnings, commissions, or usage
Line items connect to payouts and histories for full traceability
Generate statements, histories, and reconciliation-ready exports for each stakeholder
Support reconciliation workflows with structured exports where applicable
Core capabilities
Enterprise-grade features for complex operational needs
Customer Payment Visibility
Customers see payment history, receipts, invoices, and clear pricing breakdowns with statuses.
Specialist Earnings Dashboard
Specialists access earnings summaries, payout history, and line-item details tied to sessions and transactions.
Organization Budget View
Organizations see budget usage, utilization costs, invoices/receipts, and internal reporting outputs.
Affiliate Commission Ledger
Affiliates access commission ledgers with payout traceability from attribution to payment.
Earnings Statements
Generate specialist earnings statements and affiliate commission statements with clear breakdowns.
Transaction & Payout History
Maintain complete transaction history for customers and payout history for specialists and affiliates.
Reconciliation-Ready Exports
CSV and structured exports for internal finance workflows with totals that reconcile to line-item ledgers.
Role-Scoped Access
Visibility is role-scoped and tenant-configurable so each stakeholder sees only what they need.
Pricing Transparency
Clear pricing breakdowns help customers understand what they paid and why.
Built for scale and precision
Our advanced capabilities are designed for organizations that need granular control, sophisticated workflows, and enterprise-grade reliability.
Use cases
See how different organizations leverage this capability
Customer Payment Clarity
Customers access payment history and receipts with clear breakdowns of what they paid and when.
Specialist Earnings Tracking
Specialists see earnings summaries and payout history with line-item details tied to their sessions.
Organization Budget Oversight
Organizations monitor budget usage and utilization costs without exposing sensitive patient data.
Affiliate Commission Visibility
Affiliates track commissions from attribution through to payout with full ledger access.
Finance Team Reconciliation
Finance teams export structured data for month-end reconciliation and internal workflows.
Dispute Prevention
Clear visibility into charges, earnings, and payouts reduces support friction and disputes.
Why choose this capability
Reduce disputes and increase trust
Talk to us about configuring statements, ledgers, and payout traceability for your business model.