Accounts in view
9
Processed volume, trailing 90 days
$61.8M
Open flagged payments
1
Account portfolio
9 of 9 accounts, 2 on your watchlist
| Watchlist | Account | Segment | 90-day volume | Share | Trend | Balance | Open flags | Risk | Owner |
|---|---|---|---|---|---|---|---|---|---|
| Bluepeak InsuranceInsurance, since 2022 | Enterprise | $14.5M | 23.4% | -3.5% | $920,128 | 1 | Elevated risk | Dana Okafor | |
| Northwind FreightLogistics, since 2021 | Enterprise | $10.7M | 17.3% | +18.0% | $2,099,904 | 0 | Medium risk | Priya Raman | |
| Ironvale ManufacturingIndustrial, since 2022 | Mid-market | $7.6M | 12.3% | +24.2% | $1,257,120 | 0 | Medium risk | Dana Okafor | |
| Verdant & CoSustainable Retail, since 2023 | Mid-market | $6.7M | 10.8% | +25.0% | $1,488,111 | 0 | Low risk | Marcus Webb | |
| Meridian RoboticsRobotics, since 2023 | Mid-market | $6.6M | 10.6% | +12.4% | $1,606,397 | 0 | Low risk | Priya Raman | |
| Arcadia HealthHealthcare, since 2023 | Mid-market | $6.1M | 9.9% | +5.5% | $819,690 | 0 | Low risk | Marcus Webb | |
| Fairmont & GrayProfessional Services, since 2025 | Growth | $3.6M | 5.9% | +10.9% | $722,108 | 0 | Medium risk | Dana Okafor | |
| Solstice MediaMedia & Entertainment, since 2024 | Growth | $3.1M | 5.0% | +11.0% | $1,025,842 | 0 | Low risk | Leo Tanaka | |
| Copperline LogisticsLogistics, since 2024 | Growth | $3M | 4.8% | +19.7% | $2,054,038 | 0 | Elevated risk | Leo Tanaka |