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Accounts Payable
Vendor onboarding for Pay Out: W-9, banking, and preferences

Key Takeaways Vendor onboarding collects four data categories: identity and tax (W-9 or W-8), banking, payment method preferences, and contact information. Each

SaaS Payments
Underwriting in Payments: What It Is and Who Makes the Call

Key takeaways Underwriting is a credit, fraud, and regulatory decision combined. It exists because everyone downstream of a card transaction is extending

SaaS Payments
SaaS Payments Processing: A Guide to the Basics

Key takeaways SaaS payment processing moves a customer’s money into your software customer’s account through a chain of banks and networks, each

ACH and Returns
Intelligent ACH: Predicting Returns Before They Happen

Key takeaways Intelligent ACH uses machine learning to predict which ACH transactions are likely to return before they are submitted, so a

Embedded Finance
How embedded finance works: a guide for SaaS platforms

Key Takeaways Embedded finance works by incorporating financial services (embedded payments, Pay In, Pay Out, and Pay Ops) into the software that

Embedded Finance
How Embedded Finance Improves SaaS Customer Retention

Key takeaways Retention in vertical SaaS is rarely a feature problem. It’s a payments problem: when merchants manage money outside your platform,

Intelligent Payments
Agentic Payments: How AI Agents Pay Vendors for You

Key takeaways Paying a vendor still usually starts with a human decision. Someone confirms whether the vendor takes a card, finds the