> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/xyb-console/get-started-with-xyb-console.md). # Get Started with XYB Console The **XYB Console** is a unified, web-based interface where you can design, configure, and operate financial services tailored to your business. It is built for product owners, compliance analysts, developers, or operations leads to bring all your financial operations and tools into a single cohesive environment. Through the console, you can manage the services you’ve subscribed to and access a wide array of **administrative and operational capabilities,** including **access control**, **task workflows**, and **financial configurations**. It is your centralized control center for launching and managing modern financial products, without scattered tooling. *** ## Manage Services and Design Products The console intelligently adapts based on the **services you've enabled**. For each service, it surfaces the relevant capabilities and gives you the flexibility to: * **Service management:** Customize configurations to suit your specific business needs * **Product Configuration:** Design financial products using modular product configuration tools. * **Workflows:** Orchestrate operations by linking services through no-code workflows. Whether it’s launching a new product, troubleshooting transactions, or managing accounts, the console ensures everything happens in one place. *** ## Admin & Operational Features Across all services, the console provides: * **Access Management**: Define roles, permissions, and visibility controls for different user types across your organization. * **Task Management**: Track pending actions, assign approvals, and orchestrate workflows involving your internal teams. *** ## Available Services ### Ledger You can create and manage both manual and bulk chart structures, review and add manual postings, and view balances, all within a fully transparent, real-time ledger. This gives you complete visibility and control over your financial data and accounting activity. [Learn more about using Ledger powered by XYB.](https://docs.xyb.co/xyb-platform-1/xyb-ledger/) ### Payments You can create customized payment products, such as **payouts to bank accounts** via ACH or SEPA, or **wallet-to-wallet transfers** for real-time peer transactions, and **define workflows** to manage how payments are processed. The console also lets you view and filter transaction history, cleared, failed, or pending with full traceability and audit-friendly identifiers.\ \ [Learn more about setting up payment systems and workflows with XYB.](https://docs.xyb.co/xyb-platform-1/xyb-payments/) ### Accounts You can design account products, such as a “Retail GBP Wallet”, directly in the Console by configuring default currency, jurisdictions, lifecycle rules, balance behavior, and access controls. These product templates are fully customizable using the Schema Builder, and you can view, manage, and operate all accounts created from them in one place. [Learn more about creating accounts and managing them using XYB.](/xyb-platform-1/accounts/getting-started-with-accounts/xyb-accounts-overview.md) ### Credit You can create a variety of credit products such as **loans**, **microloans**, **BNPL**, or **embedded finance offerings,** tailored to your business model. The console enables you to automate contract creation, configure credit terms, and manage the full lifecycle of each credit product from origination to closure. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.xyb.co/xyb-console/get-started-with-xyb-console.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.