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Overview

The Transactions Dashboard is all you need to provide full transaction classification to your users, with a full user experience allowing your users to:
  • Link bank accounts and credit cards
  • See how transactions were segmented between revenue, expenses, refunds, bank transfers, and tax payments
  • Drill into payouts, to understand which invoices, merchant fees, and other line items comprise a payout
  • Review any transactions that Tight AI could not confidently categorize
  • View/filter/search for transactions
Transaction Dashboard Demo

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Embedding the Transactions Dashboard

To initialize the Tight Embedded experience using plain Javascript in your project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example JS embedding of the Transactions Dashboard: 
Tight.renderScreen(elementId, 'transactionDashboard');