Six steps from app onboarding to settled funds.

TapTrestle is designed for organisations that need one reliable control layer for payment collection, receipts, reconciliation, and settlement.

1

Engagement & scoping

You contact TapTrestle and we confirm your business model, apps, payment rails, currencies, provider requirements, settlement preferences, and compliance expectations.

TapTrestle scopesYou provide app info
2

Client and app onboarding

TapTrestle creates the client account, app profile, API credentials, webhook secrets, callback URLs, contacts, and rate-card assignment for your integration.

TapTrestle provisionsYou approve
3

Integration testing

Your app creates payment intents through the TapTrestle API. We verify provider callbacks, receipts, app webhook delivery, reconciliation, and low-value test transactions.

Your app integratesTapTrestle verifies
4

Production collections

Once go-live is approved, TapTrestle routes transactions across enabled providers, tracks payment status, records receipts, and updates your app through signed webhooks.

TapTrestle routesYou monitor
5

Reconciliation and settlement

TapTrestle reconciles provider events, refunds, payouts, receipts, provider charges, TapTrestle rates, margins, and net payable amounts into operational statements.

TapTrestle reconciles & settlesYou confirm receipt
6

Business reporting

Your team can review ledgers, statements, exports, client activity, provider performance, revenue, and audit evidence from the relevant dashboard.

TapTrestle reportsYou review & act
Onboarding timeline

From integration to settlement

Step 1
Commercial and technical requirements confirmed.
Step 2
Client account and app profile created.
Step 3
API keys, webhooks, and test transactions verified.
Step 4
Go-live checklist approved and provider routing enabled.
Step 5
Production transactions reconciled and receipted.
Step 6
Statements, reports, and settlement records delivered.

Ready to walk through the process for your app?

We'll run a live demo using your app flow, provider needs, rate structure, and dashboard access model.

Request a demo