CRMX

Customers · Finance & Operations

Control the money. Clear the queues.

Finance opens to payment queues with SLA timers and maker-checker approvals. Operations opens to request backlogs, desk capacity, and platform health — the levers of the whole operation.

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87%same-day processing attainment (mock)
12payouts awaiting approval right now (mock)
142open queue items across desks (mock)

By role

Two control rooms, one system.

Money movement and operational flow, with the same discipline.

01

The finance picture

Deposits, withdrawals, IB payouts, and PSP reconciliation in queues with age, SLA, and approval state.

Maker-checker everywhere
Stuck transactions surfaced
02

The operations picture

Requests resolved within SLA, oldest-item age, desk capacity, and platform ops in one view.

Backlog by team and age
Reassign desks in one action
03

Shared escalation

Finance flags a stuck transaction; Operations picks it up as a request with an owner and a clock.

Cross-team requests
Escalation on breach

I can tell the CEO exactly how many withdrawals are aging and why — while it's happening, not in next week's report.

Fadi AounHead of Finance (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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