Choose the Right Embedded Payments Solution with Confidence

Choose the Right Embedded Payments Solution with Confidence

Use this checklist to simplify your evaluation, reduce risk, and make a smarter vendor choice for your business.

Selecting the right embedded payments solution for your ERP is a critical decision that directly impacts your cash flow, operational efficiency, and customer satisfaction. With so many options available, it can be challenging to compare vendors and ensure you’re choosing a partner that aligns with your specific business needs. This straightforward checklist empowers your team to conduct a thorough and organized evaluation.

Our Payments Evaluation Checklist guides you through every essential consideration. Systematically compare critical capabilities, integration depth, security protocols, and pricing models. Use it to assess everything from reconciliation and reporting features to vendor support and implementation processes.

This evaluation checklist helps you compare solutions on:

  • Seamless payment acceptance from directly within your ERP.
  • Advanced tokenization and security for PCI compliance.
  • Transparent fees and interchange optimization strategies.
  • Real-time, automated transaction reconciliation capabilities.
  • Efficient dispute and chargeback management workflows.
  • Clear onboarding processes and change management support.
  • Actionable analytics for improved cash flow forecasting.
  • Go-live readiness, including sandbox and testing environments.

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