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WEALTH
Easy Way to Help
Customer Build Wealth

Make it easy for people to pay their friends,  bills, or other businesses.

TRUSTED BY 10,000+ ENTREPRENEURS AND BUSINESSES
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The Problem

To succeed today, digital wealth platforms need to give their customers instant access to the markets and offer tailored financial advice.

However, gaining holistic insight into customers’ finances can be challenging and enabling quick access to funds can put wealth platforms at risk of fraud or payments returns.

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The Solution

Plaid gives digital wealth platforms everything they need to instantly fund accounts, deliver tailored advice, and fight fraud–all on a single platform.

Plus, with Plaid’s best-in-class conversion, it’s easy to increase customer lifetime value.

PRODUCTS & BENEFITS
Build The Future
of Business Finance
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Signal
Enhances your risk program to speed up access to funds and reduce return risk with ACH as a funding source.
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Monitor
Helps you maintain ongoing compliance with AML and PEP screening with fewer false positives and manual reviews.
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Transactions
Gives you up to 24 months of enhanced transaction history, so you can guide customers to manage their cash flow and reduce spend.
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Assets
Retrieve a consolidated summary showing account balances, historical transactions, and account holder identity information.
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Identity Verification
Is the lowest friction identity verification experience, making it easier to fight fraud and meet KYC requirements.
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Auth
Instantly authenticates bank accounts for account funding so customers can set up ACH transfers from any bank and credit union in the US.
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Investments
Delivers insight into a customer's investment accounts, including account balances, holdings, and transactions that create a change in a holding.
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Liabilities
Retrieves detailed loan data including account balances, terms, and payment timing. Coverage for student loans, mortgages, and credit cards.
WHAT OUR CUSTOMERS SAY
Industry Leaders
Trust Katana Pay

Switching to Katana Pay this payment processing company has been a game-changer for our business. Transactions are smooth and hassle-free!

Exceptional customer service and seamless integration with our existing systems. Couldn't be happier with our choice!

We've seen a significant increase in efficiency since partnering with Katana. Highly recommend their services!

The transparency and reliability of their payment processing are unmatched. Our customers and team are both thrilled!

From setup to daily operations, everything has been incredibly user-friendly. Katana Pay truly understands our needs!

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FREQUENTLY ASKED QUESTIONS
Have Questions?
We Have Answers
Can't find what you're looking for?
Use the contact button below
Contact Us

If you are currently accepting or looking to start accepting credit card payments... then we can help!

Katana Pay helps slash fees by taking a Consumer First approach. We understand what is important to you as a business owner and we make sure that is our priority.

Yes, Katana Pay is designed to seamlessly integrate with a wide range of existing financial systems. Our platform supports integration with popular accounting software, ERP systems, and other financial tools, ensuring a smooth transition and minimal disruption to your current processes. By utilizing APIs and other integration methods, Katana Pay can connect with your existing systems to provide a unified and efficient financial management experience.

Katana Pay automates financial processes by leveraging advanced algorithms and AI technology to streamline routine tasks such as invoicing, payroll, expense management, and reconciliation. Our platform can automatically capture and categorize financial data, generate reports, and even forecast cash flow, reducing the need for manual intervention and minimizing errors. This automation not only saves time but also enhances the accuracy and efficiency of your financial operations.

Katana Pay uses only the newest and most reliable security measures to make sure you can process with a piece of mind.

We look to get your business up an processing as quickly as possible!

Times can vary depending on your industry, but most importantly, if you have your documents in order and have great communication with our team, we will get you up and slashing fees in no time!

Businesses can start using Katana Pay swiftly and seamlessly. Our user-friendly platform and intuitive setup process allow businesses to get up and running in no time. Whether you need to accept payments online, in-store, or via mobile, Katana Pay offers quick onboarding and personalized support to ensure a smooth transition.

Absolutely! Katana Pay offers robust tools and insights to help businesses develop and implement effective financial growth strategies. Our platform provides detailed analytics and reporting features that allow you to monitor key financial metrics, identify trends, and make data-driven decisions. Additionally, Katana Pay offers strategic recommendations tailored to your business goals, helping you optimize cash flow, manage investments, and plan for future growth. By providing a comprehensive view of your financial health, Katana Pay empowers you to make informed decisions that drive business success.

START USING KATANA PAY
Start Slashing Fees
with Katana Pay

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