Dashboard

An accurate, real-time view of your customer's financial data, enriched with intelligent credit & risk insights.

View customer insights in one dashboard

The dashboard is a seamless interface, giving you access to an end user's real-time transaction data, alongside our suite of insights.

Access categorised transactions and insights on affordability, income, cashflow, financial distress, and more, on one easy-to-use interface.

Better quality data. Better quality portfolio.

Lenders choose Atto to fill the gaps in their traditional prediction models; to bring colour to data that was black and white.

View transactions

View up to 12 months of transactions from every customer who has consented. Customer transactions are enriched with information on how and where they spend.

View customer insights

View all our financial insights in one place. Insights on income, predictive cashflow, affordability, categorisation, and more, are available to view in the dashboard.

Download statements

We provide a normalised bank-branded statement in PDF format for current, credit and savings accounts, that can be downloaded from the dashboard.

Data refresh

Where a consent is still valid, typically up to 90 days after consent, trigger a data refresh to have access to the latest customer insights.

Send requests

Send consent requests to customers directly from the dashboard. After consent is provided view customers financial behaviours.

Consent management

The consent management tab gives visibility on consents that are due to expire. Trigger data refreshes or send another consent request.