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This page focuses on the Backoffice (admin panel) used by your team (ops, compliance, support, finance). If you’re integrating the API, see the API Integration — Introduction.

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What is the Backoffice?

A secure, web-based admin tool for managing users, accounts, cards, transactions, reporting, and compliance workflows in your white‑label banking stack.

Reports

Dashboards, onboarding, reconciliation.

Bank management

Individuals, corporates, transactions, cards.

Administration

Admins, contracts, revenue accounts, requests.

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Access & invitations

Backoffice sign‑up is restricted. Admin users are created by the Finhost team or by existing admins. There is no public self‑registration form.
To request initial access, provide to Finhost:
  • First name
  • Last name
  • Email (work)
You’ll receive an invitation email with your username and a temporary password. After first sign‑in you’ll be prompted to change it.
Once the first admin is created, that admin can invite additional admins directly from Administration → Administrators (permissions apply).

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Sign in (with 2FA)

  1. Open your Backoffice URL.
  2. Enter your email and temporary password from the invitation.
  3. Set up two‑factor authentication (2FA) with Google Authenticator.
  4. Use the one‑time code to complete login.
If you change devices, ask another admin to temporarily disable 2FA for your user, then set it up again on the new device.
Use the left navigation to reach the main areas:
  • Reports → Dashboard, Onboarding, Reconciliation
  • Bank management → Individuals, Corporates, Transactions, Cards
  • Administration → Administrators, Contracts, Revenue accounts, Requests
Use the search (look for the search bar or ⌘K) to quickly jump to entities by name, email, or ID.

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Role‑based quick starts

Compliance

Review KYC/KYB states, run manual checks, monitor high‑risk transactions, and approve/decline Requests.

Operations

Create accounts, view balances & bank details, troubleshoot failed payouts, and reconcile Reports daily.

Support

Locate users, reset access (with policy), view recent transactions, and raise internal Requests to compliance.

Finance

Track KPI dashboards, export onboarding & reconciliation datasets, and audit Revenue accounts.

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Daily checklist

  • Review Dashboard KPIs & alerts
  • Process pending Requests (limits, accounts, compliance flags)
  • Clear today’s Onboarding queue
  • Reconcile incoming/outgoing payments
  • Sample check of high‑value transactions
  • Audit recent admin actions (spot check)