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CUSTOMER PORTAL

A Portal Your Customers Actually Use

A branded, token-authenticated self-serve portal where customers manage cards, subscriptions, and invoices — plus a cross-merchant switch for buyers who shop across your portfolio. No passwords, no tickets, no awkward handoffs.

Greenfield Bakery
Welcome back, jane@globalco.com
You have accounts at 2 other merchants
Overview
Invoices
Subscriptions
Payment Methods
Outstanding
$3,420
Paid YTD
$18,640
Invoices
12
Subscriptions
2 active
Recent activity
Invoice INV-1042 paid
$1,240 · Apr 4
Subscription Monthly Bread Box renewed
$39 · Apr 5
Invoice INV-1117 issued
$3,420 · Due May 12

Hosted at your own subdomain — e.g. portal.greenfieldbakery.com

Self-Serve Without Lowering the Bar

Polished enough that customers use it. Opinionated enough that support tickets drop.

Branded Self-Serve

Customers update cards, pause or cancel subscriptions, and download invoices themselves — cutting support volume without cutting the experience.

Cross-Merchant Switch

When the same customer buys from multiple merchants in your portfolio, the portal recognizes them and offers a safe, token-bound switch between accounts.

Zero Password Overhead

Portal access is granted via signed tokens, so customers never manage another password — and you never manage another credential leak vector.

EVERYTHING A CUSTOMER NEEDS

All the Actions That Used to Be Support Tickets

Every portal action is audit-logged, webhook-emitted, and respects your merchant’s permissions.

Cards on file

Add, remove, and set a default card

Subscriptions

View active plans with next charge date

Pause subscription

Customer-initiated pause with reason

Cancel subscription

Cancel at period end or immediately

Invoices

Pay, download PDF, or view payment history

Update after a failed charge

Signed link with 7-day TTL

CROSS-MERCHANT SWITCH

Same Customer, Different Merchants, Same Login-less Experience

For ISOs and multi-brand operators, a single customer might buy from three of your merchants. FinMI detects the overlap (same email within the same ISO scope), shows a switcher in the portal, and issues a freshly-signed token bound to the target (customer, merchant) pair on each switch — so tenant isolation is never violated.

Same-ISO scope only — cross-ISO leaks are structurally impossible
"Switch to {merchant}" button rebinds the portal token on click
Each merchant keeps its own books, PII scope, and analytics
Cross-merchant disclosure on the customer record (dashboard side)
Switch merchant — jane@globalco.com
Greenfield Bakery
Current
You are here
Pinnacle SaaS Inc.
Active · 2 subs
Switch
Apex Auto Parts
Active · 1 invoice due
Switch
Every switch mints a new token — no session leaks between merchants.
Email from Greenfield Bakery
Your recent payment didn't go through
We couldn't process your May 5 charge of $39 for Monthly Bread Box. Tap below to update your card — it only takes a minute and you'll stay on your current plan.
Update Payment Method
Tapping the button opens a hosted, signed URL valid for 7 days — no login, no password.
PAYMENT UPDATE FLOW

The Recovery Loop, Closed

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, we refresh the vault, and the retry runs automatically. One click, no password, no cart abandonment.

HMAC-signed tokens, 7-day TTL, signed with your secret
Works for any recurring invoice or subscription with a vault id
Hosted Collect.js form tinted to your brand color
Auto-retry and resume on success; audit-logged every step

How the FinMI Portal Compares

Full self-serve, cross-merchant aware, and recovery-native — without a custom build.

FinMI PortalMost Popular

  • Monthly costIncluded
  • Branded + custom domainFull white-label
  • Token-based auth (no password)
  • Cards on file (add, remove, default)
  • Subscription management
  • Invoice view + pay
  • Update-payment after dunningSigned link, 7d TTL
  • Cross-merchant sibling switch
  • Same-ISO scoped (no cross-ISO leaks)
  • Mobile-first responsive

Stripe Customer Portal

  • Monthly costIncluded
  • Branded + custom domainLogo + colors
  • Token-based auth (no password)
  • Cards on file (add, remove, default)
  • Subscription management
  • Invoice view + pay
  • Update-payment after dunningPortal required
  • Cross-merchant sibling switch
  • Same-ISO scoped (no cross-ISO leaks)N/A
  • Mobile-first responsive

Build Your Own

  • Monthly cost$5K+/mo eng cost
  • Branded + custom domainCustom
  • Token-based auth (no password)Custom
  • Cards on file (add, remove, default)Custom
  • Subscription managementCustom
  • Invoice view + payCustom
  • Update-payment after dunningCustom
  • Cross-merchant sibling switch
  • Same-ISO scoped (no cross-ISO leaks)Custom
  • Mobile-first responsiveCustom

Give Your Customers a Portal They'll Actually Use

Turn on the customer portal, brand it in minutes, and watch support volume drop while recovery goes up.