Resources for every stage of your payments journey.

Whether you're just starting to evaluate ERP-native payment orchestration or ready to book a blueprint call, we have practical tools and expert guidance for every step.

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Getting Started

AR Acceleration Kit

A practical starter kit with templates, workflow diagrams, and a step-by-step guide to accelerate your accounts receivable process with ERP-native payment orchestration.

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Fee Savings Calculator

Our interactive calculator models your current payment processing costs and shows exactly how much you can save by consolidating gateways and optimizing routing through PaymentHub.

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Ready to Launch

Payments Blueprint Call

A 45–60 minute session with a PaymentHub architect. We map your ERP, gateway stack, and payment workflows — and deliver a written blueprint.

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All Resources

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7 results

Getting Startedtoolkit

AR Acceleration Kit: 7 Levers That Reduce DSO and Accelerate Cash Collection

DSO diagnostic framework: identify where cash is stuck in your AR cycle — invoice delivery gaps, payment friction, posting delays, and reconciliation bottlenecks
Portal adoption checklist: the 12 capabilities your customer payment portal needs to drive meaningful self-service adoption and reduce CS call volume

Download the AR Kit

Getting Startedplaybook

ACH Adoption Playbook: Shift B2B Customers from Check and Card to ACH

ACH business case template: calculate fee savings by shifting payment mix from card to ACH — input your current volume, rates, and mix to see the annual impact
Customer communication templates: email sequences, portal banners, and invoice inserts that position ACH as a convenience for the buyer, not just a cost savings for you

Download the Playbook

Getting Startedtemplate

Reconciliation Audit Template: Find the Gaps Between Payment Capture and ERP Posting

Payment flow mapping worksheet: document every step from payment capture to GL posting for each payment method (card, ACH, check, wire) — where data flows, where it stops, and where humans intervene
Manual matching time calculator: estimate the hours your AR team spends matching payments to invoices each month — broken down by payment method and exception type

Download the Template

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Fee Savings Calculator: Quantify Your Payment Processing Waste

Level 2/3 interchange savings: estimated annual fee reduction from automated Level 2/3 data capture on qualifying B2B card transactions
ACH shift savings: projected fee reduction from shifting a portion of card and check volume to ACH based on your current payment mix

Calculate Your Savings

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Payments Workflow Readiness Assessment: Discover Your Maturity Score

ERP integration depth score (25%): how deeply your payment operations are connected to your ERP — from manual entry to native GL posting
Reconciliation automation score (20%): where you fall on the spectrum from fully manual matching to automated invoice-level reconciliation

Start Your Assessment

Ready to Launchconsultation

Payments Blueprint Call: A Modernization Plan Tailored to Your ERP and Workflows

Payment stack audit: review your current gateways, payment methods, posting workflows, and reconciliation processes — identify specific waste, friction, and risk
ERP mapping plan: assess your ERP (version, API capabilities, GL structure) and define the integration architecture for native payment posting

Book a Payments Blueprint

Ready to Launchpilot

Portal + Posting Pilot: See PaymentHub Processing Real Transactions with Your ERP

Customer payment portal: deploy a branded self-service portal for invoice payments, autopay enrollment, and payment history — connected to your ERP balances in real time
Gateway connection: connect one payment processor and configure transaction routing, Level 2/3 data capture, and fee tracking

Start a Pilot

Ready to go deeper? Let's build your payments roadmap.

Book a Payments Blueprint call with a PaymentHub architect and walk away with a written plan tailored to your ERP and gateway stack.

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