PayLink

NEW

PayLink gives your app permissioned access to a user’s accounts at merchants and subscription services. After the user signs in to a company inside the Transact SDK, you can sync their bills and payment methods, update a card on file, or cancel, pause, and change plans on their behalf.

Use cases

Switch

Update payment methods and cards on file for your users.

Manage: API-Driven

Embed Manage data in your UI to enable users to track and manage spend.

Manage: Payments Hub NEW

Leverage plug-and-play functionality to enable Bill Management for your users quickly.

Product Guides

Connect Accounts

Establish a connection to user accounts to enable secure data syncing and initiate actions on behalf of the user.

Ingest Data

Fetch info about a user's subscriptions and bills via their connected accounts.

Order Monitoring

Pull e-commerce order data to enrich bank transactions with itemized purchase details.

Execute Actions

Cancel, pause, and modify a user's connected accounts.

Advanced Guides

Single Switch

Launch users directly into one preselected merchant flow after validating supported payment methods.

Just-In-Time Flow

Transmit sensitive data only after authentication.

CDE Bypass

Transmit sensitive data directly through the user's device.

Optimistic Actions COMING SOON

Enable users to cancel unwanted bills without requiring a prior account connection.

Reference

Glossary

Definitions of entities and concepts in PayLink Manage

Transact

Quickly embed Atomic into your app.

API

Reference section for data available via PayLink endpoints.

Webhooks

Discover all of the events available.