A clear path from connection to control.
Set up your workspace, connect an eligible provider, then manage payment operations with assistance from AI and voice.
- 01
Create your workspace
Register your account and set up the business details your payment operations need.
Create an account → - 02
Connect and verify your provider
Review supported connections and complete the provider’s account, business and payment requirements. Availability depends on your account and region.
Review go-live requirements → - 03
Prepare a payment workflow
Use payments, invoices or payment links to prepare a supported action. Voice can help you navigate and ask questions.
Explore payment operations → - 04
Review and authorize
Check amounts, currency, recipient and provider eligibility. An authorized person approves money-moving actions.
Understand the controls → - 05
Track and reconcile
Follow payment states, provider attempts and ledger activity in your workspace. Review exceptions and operational signals.
Explore the platform →
Creating an account does not automatically enable live processing. Payments require an eligible, verified provider connection and any applicable activation requirements.