Commercial operations
Follow business-account applications from the merchant record.
Manage applications through supported banking partners and keep your team informed of progress and outstanding queries. The banking provider completes the regulated account-opening activity.
What it handles
Manage business-account applications through supported banking partners and track their progress.
Lease & Finance capability
What Business accounts covers
Manage business-account applications through supported banking partners and track their progress.
01
Embedded business-account applications
02
Supported banking-partner connections
03
Application progress and outstanding queries
04
Merchant communication and hand-off tracking
Workflow notes
Business accounts in practice
A merchant is interested in a business account offered through a supported banking partner. Staff need to explain the application steps and follow its progress.
What to prepare
Prepare the partner requirements, merchant-facing information and the status information available through the agreed connection.
Review the workflow
- Review the fields sent to the banking partner.
- Review how staff and merchants understand the current stage.
- Agree the support handover for questions that belong with the account provider.
Who provides the business account?
The supported banking partner provides the account under its own terms. We will confirm the provider, eligibility requirements and responsibilities for the connection you need.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Retention workflows — Move cancellation requests through triage, approvals, save offers, follow-up and final outcome tracking.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Explain when the banking provider takes over and who the merchant should contact while the application is being processed.
Continue through Lease & Finance
Related capabilities
Walk through your finance requirements.
Bring a typical funding application, acquirer statement or commission agreement. We will show the relevant workflow and explain the available modules.