Automation team for brokers on B2Core

Your own automation team on top of B2Core.

Ready-made automations live in days, custom logic in weeks. Your team runs it all from Slack or Teams.

Book a 15-min demoSee what we automate
  • Live in days
  • Custom on demand
  • Runs in Slack & Teams

Your platform covers the standard. Your ops live in the exceptions.

  • Ticket

    “Who checks the big deposits?”

    Someone scrolls the transactions list by hand. Large or unusual payments get noticed late, or not at all.

  • Ticket

    “Why is this transfer still pending?”

    Internal transfers get stuck between accounts. Nobody sees it until the client writes in.

  • Ticket

    “Can we just add one more rule?”

    Every broker has its own process. Waiting for a platform release to support it can take months.

A library built from real broker ops.

01

Transaction monitoring

Deposits and withdrawals watched by your filters: amount, method, client, status. Straight to Slack or Teams.

02

Bulk bonus creation

Credit bonuses to hundreds of accounts from one list. Preview, approve, done, with a full log and rollback.

03

Stuck transfer alerts

Transfers between accounts stuck in partial status are flagged, escalated and tracked until resolved.

04

IB rebate statements

Rebate statements for any partner and period, generated on schedule or on request.

Mockups show illustrative data.

Monitor & Report

  • Deposit & withdrawal monitoring by your filters
  • High-risk country registrations
  • Stuck partial transfers
  • Daily rebates report, paid and failed
  • Top 10 IBs, daily
  • IB rebate statements
  • Client deposit & withdrawal statements
  • Rejected withdrawal reasons, on request
  • Find an IB by referral link
  • Full IB chain, from master to every sub-IB

Actions

  • Bulk bonus creation
  • Bulk account archiving
  • Account limit increase
  • Risk actions: restrict a client, move funds to wallet, archive accounts, lower verification level, with approval
  • Any of the above as a Hugo command for your team

Every automation is configured for your filters, thresholds and team.

Your process, automated. No roadmap queue.

Every broker runs B2Core a little differently. If the B2Core API can do it, we can automate it: your rules, your thresholds, your workflow. New automations ship in weeks, not quarters.

  1. 01Tell us the process
  2. 02We build and test it on your instance
  3. 03It runs, and we keep it running

  • “Tag clients who deposit via crypto over $5k”

    BuildingLive ✓

  • “Alert the partner manager when an IB’s clients stop trading”

    BuildingLive ✓

  • “Block the abuser in SumSub too, so they can’t re-register”

    BuildingLive ✓

  • “Weekly report of dormant accounts with balance”

    BuildingLive ✓

Examples of custom requests

Bigger builds

Card withdrawal check

A portal that shows how much a client can still withdraw back to each card, by currency, from deposits, refunds and payouts.

BridgerPay today, more providers on request.

Bulk actions portal

Bonuses, archiving, tags and other bulk operations for your team, with proper logins and roles.

IB chain explorer & Partner API

Visualise any IB structure, or give partners secure API access to their own clients’ data.

Reads events. Takes action.

Your B2Core

  • Transactions
  • Transfers
  • Bonuses
  • IB & partners
  • Actionscreate bonus · comment · tag

Hugodesk

  • Your rules & filters
  • Approvals
  • Schedules

Your team

  • Slack
  • Teams

Your clients & partners

  • Email
  • Statements
  • Dedicated server per client
  • Approvals on money actions
  • Full audit log

Hugo · in Slack & Teams

Ask Hugo. Skip the CRM.

Hugo lives where your team already works. It sends alerts and reports, and takes commands. Support gets answers in seconds, back office runs bulk actions from a chat, and nobody needs extra CRM access to do it.

  • Answers in seconds. IB chains, rejected withdrawals, client statements, without opening five CRM screens.

  • Less CRM access. Give your team only the commands they need, not full admin rights.

  • Every action logged. Who asked, what changed, when. Money actions need approval.

# opsHugo from Hugodesk
AN

@Hugo chain IB 10482

HugoAPP09:14
Master IB 10482 · 41 clients
├ Sub-IB 20417 · 18 clients
├ Sub-IB 20533 · 15 clients
└ Sub-IB 21002 · 8 clients
MK

@Hugo why rejected 55120

HugoAPP10:02
Last 2 withdrawals
rejected
Reason
card holder name mismatch
Dates
28 Sep, 30 Sep
MK

@Hugo statement 77310 Sep

HugoAPP11:20

Deposit & withdrawal statement · September.pdf

Sent to client ✓

HugoAPP14:31

Deposit $48,200 via USDT · Client #10482 · above your $25k threshold

HugoAPP14:40

Bonus batch ready · 312 accounts · $15,600

ReviewApprove

✓ 312 / 312 credited · by @anna

AN

@Hugo find IB yourbroker.com/?ref=ax72

HugoAPP12:05
IB
20417 · 18 clients
Master
IB 10482
AN

@Hugo raise limit 77310 to $50k

HugoAPP15:12

Account 77310 · limit $20k → $50k

Approve

✓ Approved by @anna · logged

MK

@Hugo top IBs today

HugoAPP18:00
IB 104821,240 lots
IB 20417860 lots
IB 11903512 lots

Illustrative data.

Powerful, with guardrails.

  • Dedicated, isolated server per client in an EU data centre, hosted and managed by Hugodesk
  • API user with only the permissions each automation needs
  • Approval step and full audit log for every money action
  • Your team works through Hugo commands, not full CRM access
  • Rollback for bulk operations; access revocable at any time
  • Data processing agreement with every client

Start with a pilot. Grow at your pace.

Core

from$390/ month

  • The Monitor & Report library
  • Hugo alerts and reports in Slack or Teams
  • Support
Book a 15-min demo

Growth

from$790/ month

  • Everything in Core
  • Actions library and Hugo commands
  • Custom automations
  • Priority support
Book a 15-min demo

Custom projects

from$1,000per project

  • Portals, card withdrawal check, Partner API, integrations
  • Quoted per project
Book a 15-min demo

Exact scope is agreed on the call. Book a demo to get a proposal for your setup.

From first call to live in a week.

  1. Day 1

    15-min call

    We walk through your B2Core setup and the four pilot automations.

  2. Days 2-5

    Setup on your instance

    Your dedicated server, your rules and thresholds, test runs.

  3. Week 1

    Pilot live

    Alerts, bonuses, transfers and statements start running.

  4. Day 30

    Review & choose your plan

    We look at the month together and pick what comes next.

Coming soon

Coming next: ask Hugo

An AI assistant for your team that answers questions about your B2Core data in plain language.

Built by an operator, not an agency.

Hugodesk is built by a broker operations specialist with years inside retail FX and CFD brokerage: support, back office and product. We automate the work we used to do by hand.

Daniel P., Founder

automating B2Core in production
1.5+ years
support, back office, product
Operator view
not affiliated with B2Broker
Independent

Start with a 30-day pilot.

Four automations, live within a week. Tell us one process you’d like to automate next.

Book a 15-min demohello@hugodesk.com