Transaction Summary Dashboard
Real-Time Visibility into Your Business Transactions
Visualize recent customer transactions.
See Transaction Summary Dashboard In Action
The Transaction Summary Dashboard by Kriatix is an AI-powered analytics solution designed to give businesses a single, real-time view of all transactions across systems. It helps finance, operations, and leadership teams track volumes, values, trends, and exceptions without relying on manual reports or scattered spreadsheets.
Whether you manage high-frequency digital transactions or complex enterprise workflows, this dashboard brings clarity, control, and confidence to your decision-making.
🔹 Start Free Trial
🔹 Book a Demo
🔹 Request Pricing
What Is the Transaction Summary Dashboard?
The Transaction Summary Dashboard is a ready-to-use, configurable analytics interface that consolidates transaction data from multiple sources into one unified view. It enables teams to monitor performance, identify anomalies, and act on insights as they happen—without delays or data silos.
Built for scale, it adapts to different business models, transaction types, and reporting needs while maintaining accuracy and speed.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Finance Teams | Monitor daily, weekly, and monthly transaction summaries |
| Operations Managers | Track transaction flow and spot bottlenecks early |
| Business Analysts | Analyze trends, patterns, and anomalies |
| Compliance Teams | Identify irregular or suspicious transactions |
| Founders & CXOs | Get a real-time snapshot of financial performance |
Key Features
- Unified transaction view across multiple systems
- Real-time transaction aggregation and updates
- Volume and value-based summaries
- Exception and anomaly detection
- Custom filters by date, channel, region, or status
- Interactive charts and summary tables
- Export-ready reports for audits and reviews
Benefits
- Eliminate manual reconciliation and reporting delays
- Gain instant visibility into transaction health
- Detect issues before they escalate into risks
- Improve financial and operational decision-making
- Adapt dashboards to your business logic
- Support compliance, audits, and leadership reporting
How It Works
- Connect Data Sources – Integrate transaction feeds from your systems
- Define Metrics & Views – Choose KPIs, summaries, and breakdowns
- Monitor in Real Time – Track transactions as they flow through systems
- Flag Exceptions – Highlight anomalies and unusual patterns
- Analyze & Report – Generate insights for teams and leadership
Add-ons & Integrations
- AI Anomaly Detection Module
- Advanced Financial Analytics Dashboard
- ERP & Accounting System Connectors
- Data Warehouse Integrations
- API access for custom data pipelines
Deployment & Access
- Web, tablet, and desktop interfaces
- Cloud-hosted or on-premise deployment
- Role-based access and permissions
- Enterprise-ready security and controls
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
Can this dashboard handle high-volume transactions?
Yes. It is designed to support high-frequency and large-scale transaction environments without performance degradation.
Can we customize the metrics and views?
Absolutely. Metrics, filters, and summaries can be tailored to match your business and reporting needs.
Does it support multiple transaction sources?
Yes. You can consolidate data from multiple systems into a single unified dashboard.
Is historical data supported?
Yes. The dashboard supports both real-time monitoring and historical trend analysis.
Can different teams have different access levels?
Yes. Role-based access ensures each user sees only what’s relevant to them.
Ready to Automate Smarter with Kriatix?
Build next-gen, AI-powered apps and workflows—faster, smarter, and tailored to your industry.
Get StartedRelated Products
