Client Portal
This is what your backend looks like.
Every card transaction your business runs — settled, itemized, reconciled, and tied directly to its dispute record. Your accountant can close a period without calling your processor.
Live Dashboard — Sample Business
One set of numbers. Every view you need.
The figures below are from one fictional restaurant (Hillside Kitchen & Bar) doing $1.28M in card volume in August. Every section uses the same numbers so you can follow the money from gross sales to net deposit to open disputes.
Gross Volume
$1,284,930
+14.2% vs Aug '25
Net Settled
$1,251,118
↓ $33,812 in fees
Fees Absorbed
$14,390
Your cost
Fees Passed
$19,422
Passed through
Dispute Win Rate
88.9%
8 of 9 closed won
Revenue Defended
$47,640
Recovered this month
Losses to CB
$3,210
1 lost dispute
Sales Tax Collected
$88,420
Reconciled
| Transaction ID | Date & Time | Items | Tax | Fee | Net | Card | Status |
|---|---|---|---|---|---|---|---|
| TXN-8841-0293 | Aug 29 · 8:14 PM | Dinner for 4 · Bar tab | $31.00 | $8.21 | $348.29 | Visa | Settled |
| TXN-8839-1174 | Aug 29 · 7:52 PM | Dinner for 2 · Wine | $18.40 | $5.64 | $206.96 | MC | Settled |
| TXN-8836-0058 | Aug 28 · 9:01 PM | Private event deposit | $0 | $41.40 | $1,919.10 | Amex | Dispute Open |
| TXN-8834-7720 | Aug 28 · 1:22 PM | Lunch for 3 | $8.10 | $2.48 | $107.52 | Visa | Settled |
| TXN-8831-4491 | Aug 27 · 8:38 PM | Dinner for 6 · Bar tab | $44.20 | $11.70 | $497.10 | MC | Settled |
Everything You Get
Twelve things in one portal.
Full accounting
Gross, net, tax, reserves — reconciled to your bank deposits period by period. Sortable by day, week, month, quarter, or year.
Processing fees paid vs. passed
Every card-network fee broken out by network, rate, and how much was passed vs. what you absorbed.
Dispute register & win rate
Every open and closed dispute: amount, reason code, deadline clock, evidence status, and outcome.
Clickable receipts
Drill from any transaction to its full itemized receipt including the acknowledgement captured at payment.
Top-selling items
Your highest-revenue items ranked over any period. Know what is driving card volume, not just totals.
Peak hours
Transaction volume by hour, day, and week. Busiest windows pinpointed so every scheduling decision is data-backed.
Year-over-year comparison
Current period revenue against the prior year — same period, side by side.
Settlements
Live view of what has cleared, what is pending, and when each deposit is expected.
Deadline alerts
Notification the moment a dispute lands. Alert before every network response window closes.
Multi-location & users
Roll up all locations or drill into one. Least-privilege access: staff see only their scope.
Exports
CSV and journal-ready exports mapped to the periods and account codes your bookkeeper uses.
Losses to chargebacks
Revenue lost to disputes broken out separately — real cost visible, not buried in a net line.
See How ChargeSecured Protects You
Tell us your industry and your card volume. We will walk through your actual exposure.