One-stop onboarding experience

 MSA to Compliance: We manage the onboarding process starting from the execution of the Master Services Agreement (MSA), ensuring all contractual obligations are aligned with business requirements. Our team facilitates comprehensive KYC (Know Your Customer) and KYB (Know Your Business)checks, coordinates AML (Anti-Money Laundering) and OFAC screenings, and supports completion of due diligence documentation, including merchant risk profiling and PCI DSS compliance assessments. We act as the liaison between the merchant and internal compliance, risk, and legal teams to ensure all regulatory, operational, and technical requirements are met before integration begins.

Technical Integration: Once compliance is approved, we move into the technical scoping and integration phase. Our team works closely with the merchant’s developers and solution architects to define integration requirements, map data flows, and align on authentication protocols (e.g., OAuth 2.0, API key management, webhook configurations). We provide access to sandbox environments, detailed API documentation, and SDKs, and assist with setting up test scenarios that mirror production behavior. We also support the configuration of transaction routing, risk rules, and other platform-specific features to ensure full alignment with merchant use cases. 

Development Lifecycle Support: Throughout the build phase, we act as an embedded partner to the merchant’s development and QA teams. We provide hands-on assistance with API implementation, help troubleshoot integration errors, and validate transaction flows in the sandbox environment. Our support includes guidance on error code handling, response parsing, retry logic, and idempotency best practices. We also oversee the completion of UAT (User Acceptance Testing) and help merchants pass certification checklists required for production access. Regular syncs and issue-tracking ensure that development stays on schedule and meets all technical and operational standards.

Go-Live Coordination: As the merchant nears production readiness, we lead the go-live process end-to-end. This includes final validations of API integrations, security configurations (e.g., TLS encryption, IP whitelisting, JWT token validation), and transaction processing workflows. We coordinate with internal teams to provision production credentials, activate live endpoints, and set up monitoring tools. Our team oversees the go/no-go checklist, manages rollout planning (including phased rollouts or pilot groups if needed), and provides real-time support during the launch window to ensure a smooth and stable transition to live operations.

Post-Launch Support: After the merchant is live, we remain a dedicated point of contact for continued technical and operational success. We assist with incident management, log analysis, and root cause investigations, ensuring that any post-launch issues are quickly resolved. Our support includes performance monitoring, guidance on scaling integrations, and ongoing optimization based on merchant transaction data and feedback. We also help merchants implement product updates and new features over time, ensuring long-term alignment with platform capabilities and compliance requirements.