Dashboard

Run the service from one Back-Office Dashboard: user roles, fees, onboarding, issued cards, transaction approvals and limits.

  • Roles and permissions
  • Payment approvals
  • Operational reporting
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Dashboard

Build the operating model behind your fintech.

Configure access, approval policies and operating views in one back-office environment.

The people behind your platform

Build the team behind a better banking experience.

Give operations, payments and compliance teams a shared place to work, with access and approval responsibilities shaped around your business.

  • Clear roles and responsibilities
  • One connected operating environment
A financial product team working together in a studio.
User management

The right access for every role.

Create employee access roles, customise permissions and control the functionality available to each team. Keep viewing, payment preparation and approval responsibilities distinct.

  • Role-based access
  • Separate preparation and approval permissions
  • Support for business account access
Access-role configuration - product configuration
Approval policy

Make oversight part of the payment flow.

Add single or multi-level transaction pre-approvals to your operating process. Define the scope, threshold and approval roles at policy level, then let the customer app reflect the payment outcome.

  • Product-wide approval rules
  • Amount and currency thresholds
  • Clear approval responsibility
Payment pre-approval policy - product configuration
Back-office workspace

One workspace for the work behind banking.

Configure reporting views, client and business relationships, onboarding processes and case-management access. Use dictionaries and country groups to organise pricing and operations, and retain UTM attribution for acquisition analysis.

  • Reports for fees, volumes and currencies
  • CRM, onboarding and case-management access
  • Dictionaries, country groups and attribution
Operations workspace - product configuration
Crassula Connectors

Connect the services your product needs.

Choose integrations that fit your programme, market and required capabilities.

Built for developers

Connect your operations to the same source of truth.

Bring client and account information into your own reporting tools. Retrieve a paginated account report for a connected view of your financial business.

  • Retrieve clients and their associated accounts
  • Choose the page size and page number
  • Filter reports for people or companies
Explore the API docs
GET/api/reports/client-accounts
Node.js · native fetch
// Retrieve an account report
const baseUrl = process.env.CRASSULA_BASE_URL;
const apiKey = process.env.CRASSULA_API_KEY;

const path = `/api/reports/client-accounts`;
const query = new URLSearchParams({
  "filter[limit]": "25",
  "filter[page]": "1",
  "filter[clientType]": "COMPANY"
});
const response = await fetch(`${baseUrl}${path}?${query}`, {
  method: 'GET',
  headers: {
    Authorization: apiKey,
  },
});

if (!response.ok) throw new Error(`HTTP ${response.status}`);
const data = await response.json();
Case Studies

See what teams build with Crassula.

A closer look

Plan the details of your product.

The questions teams ask us before a first call.

Not covered here?Bring your question to a demo with our team.
Can different teams have different permissions?

Yes. Access roles can distinguish which teams view, configure and approve activity. Permissions describe responsibilities across the product, rather than the state of one customer.

How do pricing and onboarding fit in?

The back office connects price lists, verification processes, client profiles and documents. Configure these in their relevant modules, with access granted through the operating roles.

What can reporting cover?

Use reporting for fees, currencies, markups and volumes. Configure the report view and export format your operations team needs.

Dashboard

Bring your operating model into focus.

Explore how your team can configure and run the fintech behind the customer experience.

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Dashboard - customer app preview
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