How-tos and overviews of payments and financial services basics.
Accounting
Explore accounting basics, including revenue recognition, reconciliation, and ASC 606 compliance.
Banking-as-a-service
Learn about banking-as-a-service (BaaS), including examples of embedded finance, the basics of API banking, and open banking.
Billing
Explore the process of billing and invoicing for businesses. Learn about billing capabilities for recurring businesses, including subscription management, reconciliation, invoice collection, and more.
Business
Navigate essential resources for your small to enterprise-level business. Explore payment processing, billing, startups, risk management, and more.
Business formation
Familiarize yourself with business formation basics, including different ways to incorporate and how to register a business in the US.
Invoicing
Learn the fundamentals of invoicing, from when to use an invoice to recurring invoices to invoice reconciliation.
Issuing
Find out about physical and virtual card issuing, including selecting a credit card program for your business, co-branded credit cards, and virtual credit cards for businesses.