PaymentHub
Implementation

From First Call to First Payment — In Weeks, Not Months

PaymentHub deploys alongside your existing payment flows. No cliff-edge cutover. No disruption.

Getting Started

How PaymentHub Works

Four straightforward steps from audit to automated posting. Most teams are live within a single sprint.

01

Blueprint + Audit

Map your ERP, gateways, payment methods, and current pain points.

1-2 hours

02

Connect ERP + Gateways

Configure posting rules, connect payment sources, set up routing.

2-4 hours

03

Configure Policies

Set up fee policies, surcharge rules, approval workflows.

1-2 hours

04

Launch + Optimize

Go live with automated posting. Continuously optimize.

Ongoing
Step 01

Blueprint + Audit

We map your current payment landscape — ERP setup, gateway contracts, payment methods, fee schedules, and reconciliation workflows — to identify savings opportunities and integration requirements.

Map every payment method, gateway, and ERP posting rule currently in use
Identify interchange fee savings from Level 2/Level 3 data gaps
Document reconciliation pain points and manual workarounds
Produce a scoped implementation plan with timeline and milestones
Step 02

Connect ERP + Gateways

PaymentHub connects to your ERP and payment gateways using pre-built connectors. The AI copilot generates posting rules and validates edge cases before anything goes live.

Install ERP connector — pre-built for Acumatica, NetSuite, Dynamics, SAP B1
Configure gateway connections with existing merchant credentials
AI copilot generates GL mapping and posting rules from your chart of accounts
Validate edge cases: partial payments, split tenders, multi-currency, credit memos
Step 03

Configure Policies

Set up the business rules that govern your payment operations — fee policies, surcharge rules, approval workflows, and reconciliation patterns — all upgrade-safe and version-controlled.

Define fee policies: surcharging, convenience fees, early-pay discounts
Configure approval workflows with role-based thresholds for refunds and adjustments
Set reconciliation schedules and exception-handling rules
Apply upgrade-safe hooks for custom logic without modifying core code
Step 04

Launch + Optimize

Go live with automated posting and real-time reconciliation. Monitor transaction flow, optimize routing, and continuously reduce processing costs.

Go live with automated payment posting to your ERP in real time
Monitor transaction flow, fee breakdowns, and reconciliation health from a single dashboard
Optimize gateway routing based on card type, transaction size, and payment method
Quarterly business reviews with your PaymentHub account team to identify new savings
Timeline

Typical Implementation Timeline

Most teams are live within a single sprint cycle. Here is what the typical 8-week engagement looks like.

Blueprint

Week 1-2

Connection

Week 3-4

Configuration

Week 5-6

Launch

Week 7-8

Ready to start your payments blueprint?

Book a Payments Blueprint call and we'll map your ERP, gateways, and fee optimization opportunities — at no cost.

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Implementation — FAQs

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