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Business banking & payments

Prepare a business bank account application and plan how customers will pay you, from invoicing through reconciliation.

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What we’ll discuss

Business banking & payments

  • Entity and ownership documents
  • Bank and payment-provider requirements
  • Checkout, invoicing, and payout setup

What we can help with

Prepare the application

Review the documents providers may ask for, including company records, ownership information, and evidence of business activity.

Plan how to get paid

Compare invoicing and checkout options against your customer markets, currencies, and entity location.

Connect payments to your records

Plan how payouts, fees, refunds, and currency conversions reach your bookkeeping records.

From the portfolio

Payment setup for a subscription business · Illustrative project

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Common questions

Who decides whether the account is approved?

The bank or payment provider reviews the application and makes the decision. SpendWise helps you prepare and coordinate the process.

Can you help with an existing setup?

Yes. Tell us which accounts, payment tools, or reconciliation steps are causing problems so we can scope the work.

Let’s discuss your plans.

Meet on Google Meet for 15 minutes, free of charge.

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