Business panel
The Business panel is the workspace for your company's finances: employee wallets, payroll, approvals, treasury, reports and integrations. It is independent from your personal wallet — you can switch between both with Business Panel (in Settings) and Back to wallet.
What you need to activate it
- An active business plan — Startup, Growth or Enterprise (see Plans and limits).
- Subscription in good standing — with a pending payment you'll see a warning; without a subscription the panel is locked.
- Business verification (KYB) approved — the Persona process for your legal entity.
KYB verification, in short
- It's completed in a single session (the form does not save progress): prepare your documents first with the guide's checklist.
- It asks for company data, corporate documents and the ultimate beneficial owners (UBO): each beneficiary receives their own verification link by email and must complete it.
- Statuses: awaiting beneficiaries → under review → active. The panel unlocks automatically upon approval.
Do not resubmit the form if you already completed it: each submission adds duplicate beneficiaries who will also need to verify. If the status says "awaiting beneficiaries", the pending step is in each beneficiary's email.
What's in the panel
| Section | What it's for | Available on |
|---|---|---|
| Dashboard | Balance, active employees, team KYC status, monthly volume and recent activity | All B2B plans |
| Employees | Employee onboarding with their own wallet and KYC verification | All (limit per plan) |
| Payroll | Individual, batch (CSV) and scheduled payments | All · CSV & scheduled: Growth+ |
| Approvals | Dual approval of payments (maker-checker) | Enterprise |
| Recurring collections | Reusable deposit instructions for your clients | All B2B plans |
| Treasury | Balance alerts, budgets and sub-accounts | Alerts: Growth+ · Rest: Enterprise |
| Team | Panel access with roles (Administrator / Finance / Read-only) | Startup+ · Roles: Growth+ |
| Reports | Volume, analytics and exports (CSV, PDF, accounting) | CSV: Startup+ · Analytics: Growth+ |
| Audit | Log of who did what in the panel | Enterprise |
| Integrations | Signed webhooks to your systems | Enterprise |
| Top up / Withdraw | Funding and withdrawing the company account | All B2B plans |
Next steps
Updated 4 days ago
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