Guides

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Guides
Guide to Partnering with a Bank

In this guide, we outline key considerations for customers who are thinking about partnering with a bank, including whether to sit in the flow of funds, how to select a bank partner, and what goes into establishing a banking relationship.

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How to Handle Concurrent Transactions

To prevent a double-spend situation, your ledger needs to be able to record transactions that are conditional on the state of an account balance or account. The Ledgers API now supports account balance locking to make it even easier to handle concurrency in your ledger.

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Guides
Managing Embedded Payments with an Application Ledger

In this Guide, we discuss how companies that facilitate payments of any kind can use a ledgering database to track balances and transactions at scale.

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Managing Programmatic Payouts with an Application Ledger

A look at how you can use an application ledger to keep track of balances and transactions on your platform and build programmatic, instant payouts.

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Best Practices For Setting Up a Robust Approvals System

Businesses seeking to optimize their payments operation strategy need a robust approvals system. This guide walks through what to consider when creating one.

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How Incoming Payment Details Work

We have tools to make managing your financial transactions simple and straightforward. One of those tools is our notification of the details of an incoming payment. 

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The Ledger Transaction Status

It can be challenging to differentiate between money that’s in flight and settled. Ledger transactions have a status field that can help with this.

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How Insurance Companies Use Modern Treasury

Managing payment flows within an insurance company can be difficult. In this article, we share how insurance companies can use Modern Treasury to help with three common payment operations challenges.

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Guides
Enforcing Immutability in your Double-Entry Ledger

Immutability is one of three core principles to adhere to good engineering and accounting principles.

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Automating Payouts: How to Evaluate Payments Solutions

Businesses that move money eventually need a solution for how to handle payouts for their products and services. In this guide, we’ll describe the key factors to consider when choosing a payments solution for automatic payouts at scale.