Branded, token-authenticated self-serve. Customers manage cards, subscriptions, and invoices. No passwords, no tickets, no awkward handoffs.
Hosted at your own subdomain. For example portal.greenfieldbakery.com.
Polished enough that customers use it. Opinionated enough that support tickets drop.
Customers update cards, pause or cancel subscriptions, and download invoices themselves. Support volume drops without the experience getting worse.
When the same buyer shops across your portfolio, the portal recognizes them and offers a safe, token-bound switch between sibling accounts.
Access is granted via signed tokens. Customers never manage another password, and you never manage another credential leak vector.
Every action is audit-logged, webhook-emitted, and respects your merchant permissions.
Add, remove, and set a default card.
View active plans with the next charge date.
Customer-initiated pause with a reason captured.
Cancel at period end or immediately.
Pay, download PDF, or view payment history.
Signed link with a 7-day TTL.
For ISOs and multi-brand operators, a single customer might buy from three merchants in your portfolio. FinMI detects the overlap inside the same ISO scope, shows a switcher in the portal, and mints a freshly-signed token bound to the new (customer, merchant) pair on every switch. Tenant isolation is never violated.
We could not process your May 5 charge of $39 for Monthly Bread Box. Tap below to update your card. It takes a minute and you stay on your current plan.
When dunning emails a customer a signed update-payment link, it lands on the same branded portal. The customer updates their card in a hosted Collect.js form, the vault refreshes, and the retry runs automatically. One click. No password. No cart abandonment.
Full self-serve, cross-merchant aware, and recovery-native, without a custom build.
