We've designed a new analytics experience in Transact, built to show you how much of your transaction flow is clearing without human hands on it.

Most analytics products are designed for the quarterly review. Someone opens them once, exports a chart into a board deck, and closes the tab for six weeks.

That is not how compliance teams work.

So we designed against a different test. A compliance officer logs in at 8am with coffee. They glance at the status breakdown to see if anything stalled overnight. They check outstanding due diligence requests. They look at volume week over week. They scan top counterparties. They check what percentage resolved automatically. Then they close the tab and get on with the day.

Ninety seconds, start to finish.

If the dashboard supports that ritual, we built the right thing. If it takes five minutes to find any one of those answers, we didn't. Everything below follows from that.

Transaction Metrics

The first of two views. It answers the question you have before you've finished your coffee: is anything wrong, and how much did we have to touch by hand?

Percent resolved automatically is the number most teams end up watching hardest, because it is your straight-through processing rate made visible. Every transaction that clears without a person opening it is time your team didn't spend, and cost your business didn't carry. Watching that number is how you find out whether your policy configuration is doing its job or whether your team is quietly absorbing work that automation should be handling. When it dips, a policy usually needs attention. When you tune one and it climbs, you can see the return.

That has always been the point of configurable authorization workflows. Until now you had to infer the effect. Now you can watch it.

Status breakdown shows where your transactions actually sat, so a pile-up in one state is visible immediately rather than at month-end.

Median response latency tells you how long counterparties actually take to come back to you. Median rather than mean, deliberately: a handful of outliers shouldn't distort your view of a normal day. Slow counterparties are one of the largest drags on straight-through processing, and this is where you find out which ones they are.

Hosted vs self-hosted splits, broken out by proof of ownership type, show the shape of your self-hosted wallet exposure. Given where supervisory attention is going, this is a view worth knowing before someone asks you for it.

Counterparty Metrics

The second view is about who you're transacting with.

Active counterparties and top counterparties by volume show concentration. Most teams have a rough sense of their largest relationships. The ranked view tends to surprise people anyway.

Top jurisdictions does the same for geography, which matters more each quarter as obligations activate in new markets on different timelines.

Due diligence status is the one we're most pleased with, because it doesn't dead-end. Every counterparty's DD status links straight through to DD Management. You spot the gap and you act on it in the same motion, rather than noting it somewhere and coming back later. Incomplete due diligence is a common reason transactions fall out of automation, so closing those gaps feeds directly back into the number at the top of the page.

The global transaction flow map

An interactive map of your transaction flows, showing where value is actually moving across your network.

It is the fastest way to explain your business to someone who doesn't live in it. Auditors, boards, and new team members understand a map immediately, in a way they don't understand a table.

Export when you need it

CSV export is included throughout. The dashboard is built for the daily glance, but reporting season is real, and your data should come with you when it arrives.

Where to find it

Look for Analytics in the left-hand menu. It's rolling out now, with no configuration required.

‍

Book a walkthrough with your customer success manager or schedule a demo with the team