Get Insights Into HSA/FSA as a Channel - Flex Documentation

Documentation Index

Fetch the complete documentation index at: /llms.txt

Use this file to discover all available pages before exploring further.

To manage HSA/FSA payments and view insights, visit the Dashboard.

Flex provides all the tools you need to understand HSA/FSA as a channel. Through the Dashboard, you can manage your HSA/FSA payments, products, customers, subscriptions, and payment links. You can also export data for easy financial reconciliation. If you’re new to the Dashboard, you can watch a Loom walkthrough here. From the Overview page, adjust the date range to quickly see:

• Revenue, conversion, and checkout trends over time
• How this period compares to the previous period
• Your highest-spending Flex customers
• Your top-performing products on Flex
• How revenue and checkout sessions break down by eligibility
• How customers are completing purchases (direct payments vs reimbursements)

Using Redirects Instead of Webhooks
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