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  1. Neobank Backend
  2. Reports and analysis
Reference

Reports for the questions your team asks

Answer treasury questions from instructions, decisions and provider records.

Overview
Neobank Backend · Overview

Neobank Backend dashboard

This quarter

Provider account links in view
6
Total revision
2,610
Draft
2
Submitted
2

Bank instructions by status

How far records got this quarter

StageReachedStep
Draft28
Review1036%
Authorized440%
Submitted125%

Amount USD by status

Sample totals per stage

1.0k0
1.0kDraft
-3000Review
-5000Authorized
-2000Submitted
0Pending
Example screen with sample data

Questions to answer

What needs a decision?

Inspect instructions in review and link applications submitted for independent evaluation.

What is waiting on the provider?

Compare submitted and pending instructions with their provider identifiers and evidence.

What remains unmatched?

Review provider movements by account, amount, date and exception state.

Which operation needs investigation?

Open receipts needing review and compare their claimed effects with persisted records.

More reports

Instruction status by organization Grouped

Group instructions by organization and current status with their recorded amounts.

Pending provider outcomes List

Show submitted and pending instructions with provider identifiers and requested dates.

Review decisions by reviewer Grouped

Group recorded decisions by reviewer, decision, and decision date.

Unmatched movements List

Show source event, occurrence date, amount, account, and exception state.

Account snapshot history Grouped

Compare ledger and available amounts by account and as-of date.

Operation receipt exceptions List

Show receipts needing review with their failure reason and expected revision.

Evidence by instruction Grouped

Trace provider evidence type, verified flag, event date, and amount to its parent instruction.

Set up Neobank Backend your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started