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More resources

How-tos and overviews of payments and financial services basics.

Categories
  1. Accounting
  2. Billing
  3. Business
  4. Business formation
  5. Invoicing
  6. Issuing
  7. Money management
  8. Payments
  9. Risk management
  10. Startups
  11. Tax

Accounting

Explore accounting basics, including revenue recognition, reconciliation and ASC 606 compliance.
See all accounting articles 

Billing

Explore the process of billing and invoicing for businesses. Learn about billing capabilities for recurring businesses, including subscription management, reconciliation, invoice collection and more.
See all billing articles 

Business

Navigate essential resources for your small to enterprise-level business. Explore payment processing, billing, startups, risk management and more.
See all business articles 

Business formation

Familiarise yourself with business formation basics, including different ways to incorporate and how to register a business in the US.
See all business formation articles 

Invoicing

Learn the fundamentals of invoicing, from when to use an invoice to recurring invoices and invoice reconciliation.
See all invoicing articles 

Issuing

Find out about physical and virtual card issuing, including selecting a credit card programme for your business, co-branded credit cards and virtual credit cards for businesses.
See all issuing articles 

Money management

Learn about money management, including examples of embedded finance, the basics of API banking and open banking.
See all BaaS articles 

Payments

Explore the expansive world of payments, from getting started to digital wallets and beyond.
See all payments articles 

Risk management

Learn how to protect your business from losses due to fraud, chargebacks and more.
See all risk management articles 

Startups

Find out how to pitch, launch and run a successful startup.
See all startups articles 

Tax

Learn about tax compliance, collection, and the different types of taxes that might apply to your business.
See all tax articles 

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