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eBook

Automating Your Payment Operations

In this ebook, we will highlight a few best practices to automating your payment operations so that you can easily deliver financial services directly within your offering.

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To create a seamless and connected financial product, developers and product managers must automate each step in the payment journey. In this ebook, we will highlight a few best practices to automating your payment operations. Here's what you'll learn:

  • Automating user onboarding: Learn how to present users an onboarding journey that collects relevant information to perform AML and KYC checks.
  • Automating payments: Explore how to build end-to-end automation workflows for payment acceptance, attribution, and payouts.
  • Automating reconciliation: Build systems that seamlessly match payment data and metadata from your databases to payments in your accounts, at scale.

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