Create accounts through our APIs, to have virtual pots of client/supplier/merchant funds. These accounts can be grouped by applying tags, which helps with reporting on balances and movement of money across your customers. You are able to allocate funds to these customer funds automatically through reconciliation, or manually through the dashboard. This gives you a clear view of who owes you what, and vice versa.
Follow our API reference for creating client accounts and applying tags.
Updated about 1 month ago