Reporting & Integration

Data-Driven Payment Reporting

SOTpay provides comprehensive revenue reporting designed to give businesses full visibility into payment performance. Transaction data is consolidated into intuitive dashboards, allowing teams to analyse payment activity and optimise workflows.

Businesses can monitor:

• Transaction volume
• Transaction values
• Payment success rates
• Channel performance
• Customer payment behaviour
• Settlement and reconciliation status

This enables informed decision-making and improved financial visibility.

Customisable Reporting & Insights

SOTpay reporting tools can be tailored to match business requirements. Custom dashboards and filters allow teams to extract relevant insights quickly, reducing manual reporting and improving operational efficiency.

Real-time reporting helps:

• Track payment performance
• Monitor outstanding balances
• Identify trends and patterns
• Improve forecasting
• Optimise payment workflows

Accounting Software Integrations

SOTpay integrates directly with leading accounting platforms including:

• Xero
• QuickBooks
• Sage

These integrations automate reconciliation by linking payments to invoices automatically. Once a customer completes a payment, the transaction is posted directly into the accounting system.

This removes manual matching and reduces errors.

Automated Reconciliation

• Invoice created in accounting system
• Payment request generated via SOTpay
• Customer completes payment securely
• Payment automatically matched to invoice
• Accounting records updated in real time
• Reconciliation completed automatically

This significantly reduces administrative workload for finance teams.

Built for Accountancy Firms

Accountancy practices use SOTpay to automate billing, simplify reconciliation, and reduce compliance risk. Payment requests can be sent via SMS, email, WhatsApp, or secure links, allowing clients to pay quickly and securely.

SOTpay supports:

• Retainer billing automation
• Recurring service fees
• One-off project invoicing
• Client payment collection
• Automated reconciliation
• Multi-client payment management

Why Accountants Choose SOTpay

• Automated retainers and service fees
• Deep Xero, QuickBooks and Sage integrations
• Multichannel payment requests
• Fraud and chargeback protection
• Reduced manual reconciliation
• Improved cash flow visibility
• PCI DSS compliant payment handling

Where Businesses See the Benefits

Organisations using SOTpay integrations experience measurable improvements across operations.

• Reduced acquiring fees
• Lower payment processing costs
• Zero fraud-related chargebacks
• Automated reconciliation
• Time savings for finance teams
• Improved conversion rates
• Cleaner audits and reporting
• Improved operational visibility

Built for Connected Payment Workflows

Reporting and integration capabilities allow SOTpay to function as a central payment layer across the organisation. Payments, accounting, reporting and operational systems work together to reduce manual processing and improve accuracy.

This creates a scalable and efficient payment infrastructure.

API & System Integration

SOTpay integrates with business systems via flexible APIs and middleware connections. This allows organisations to embed payment workflows into CRM platforms, PMS systems, booking engines and custom applications.

This supports:

• CRM-triggered payment requests
• Automated billing workflows
• System-driven payment notifications
• Centralised payment tracking
• Custom business logic integration

Connect payments with your business systems

See how SOTpay reporting and integrations streamline reconciliation and improve visibility, by requesting a no-obligation demonstration from our team of payment experts using the button below.