Commercial & procurement
Follow customer payments, supplier settlements and supporting information in the context of each transaction.
- Organise payment details by customer and order
- Follow the review status of supporting documents
BUILT FOR CROSS-BORDER BUSINESS
Cross-border trade, customer collections and supplier payments.
Support import, export, procurement and supply-chain operations with overseas collections, supplier payments, account conversion and transaction queries.
Illustrative business workflow
- Collect from customersReceive funds through approved collection accounts01
- Query currency account balancesView balances and records by currency02
- Pay your suppliersConfirm available funds before submitting payments03
Trade payment and collection workflow
Configure collection, payment and reconciliation workflows according to business eligibility, transaction context and enabled products.
- 01
Prepare your business profile
Provide the required business, legal representative and beneficial owner information, together with your intended payment activity.
- 02
Receive customer payments
Provide bank payment instructions after account approval, query receipt records and submit contracts, invoices or other requested documents.
- 03
Arrange supplier payouts
Check available account funds, beneficiary details, payment currency and amount, then submit the payment and monitor review and processing results.
- 04
Review transactions and funds
Review collection and payout records alongside currency balances to inform your next procurement or settlement decision.
Business operations and financial management
Finance teams
Review available and frozen balances by currency and reconcile them against transaction records.
- Reconcile net collections and currency account balances separately
- Plan conversion and payments from available balances
Start business onboarding
Business onboarding and review documentation
Requirements vary by registration jurisdiction, business type and intended use, and are confirmed during onboarding.
Start business onboarding- 01
Business details
Company registration information, operating address, industry and contact details.
- 02
Relevant individuals
Legal representative, director or beneficial owner information, as required.
- 03
Business & transaction context
Describe payment purposes, countries and currencies; provide contracts, invoices or other supporting documents when requested.
Discuss your business payment requirements
Provide your collection, payment and account management requirements to confirm suitable products, service scope and integration options.