What it is, and why it matters.
Analytics helps you decide; reporting helps you close the books and answer to stakeholders. The two are related but distinct — and finance teams need reporting that is complete, reconciled, and delivered on a predictable cadence.
Vertlo reporting covers processing, settlement reconciliation, fees, refunds, disputes, reserves, subscriptions, and cohort views, with saved and scheduled reports and clean exports across multiple entities, brands, MIDs, and currencies.
Reporting built for finance
Reconciled, not raw
Reports tie to settlement so numbers agree with the bank.
Saved & scheduled
Set a report once and receive it on your cadence.
Multi-entity
Filter by legal entity, brand, MID, and currency.
Export anywhere
CSV, PDF, and API for your warehouse or accountant.
Inside reporting
Configured with your acquiring, routing, and reporting during onboarding — and supported by a team that knows the account.
Book a call→Report library
Processing, settlement, fees, refunds, disputes, reserves, subscriptions, cohorts.
Scheduling
Automated delivery by email on your cadence.
Multi-entity filters
Entity, brand, MID, and currency scoping.
Reconciliation exports
Files that tie to settlement statements.
API access
Pull reporting data into your own systems.
Reporting use cases
Month-end close
Settlement reconciliation and fee reports to close cleanly.
Stakeholder updates
Processing summaries for boards and investors.
Audit & compliance
Complete, exportable records for review.
Reporting FAQs
Answers to the questions merchants ask most about this part of the platform.
What reports are available?
Processing summaries, settlement reconciliation, fees, approval performance, declines, refunds, disputes, reserves, subscriptions, processor and MID performance, geography, currency, and customer cohorts.
Can reports be scheduled?
Yes — save any report and schedule it for automatic email delivery on daily, weekly, or monthly cadences.
Do reports reconcile to settlement?
Yes. Reporting ties to your settlement statements so finance can close the books without manual reconciliation.
Can I report across multiple entities?
Yes — filter by legal entity, brand, MID, and currency for groups operating more than one business.