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Paystand eGuides

These eGuides cover a wealth of topics for everyone from the digital payment neophyte to seasoned Controllers who seek new ways to optimize their team's processes and their company's bottom line.

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Reducing Costs
Improving Cashflow
AR Optimization

eGuide

ERP-Embedded Payments in Dynamics 365 Business Central

Legacy A/R systems are dragging your business down. Manual processes, high fees, and delayed cash flow aren’t just inefficient—they’re costing you growth. This free CFO guide reveals how embedded payments in Microsoft Dynamics 365 for Business Central can transform your finance team from reactive to strategic. What You’ll Learn Cut DSO by Up to 62%: Get paid faster with instant, embedded payment options directly in your ERP. Slash A/R Costs in half: Replace credit card fees with zero-fee bank payments. Automate +70% of Manual Work: From invoicing to reconciliation, streamline everything inside Dynamics 365. Unlock Real-Time Cash Insights: Gain visibility with live dashboards, Power BI integration, and blockchain audit trails. Boost Security & Compliance: Enterprise-grade controls, role-based access, and secure, encrypted transactions. Modern AR isn’t just about faster payments. It’s about turning finance into a growth engine—with automation, insight, and zero-fee infrastructure built for scale. Download the free ebook and see how ERP-embedded payments change the game.

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Learn more about Improve Cash Flow, and AR Optimization,

eGuide

Improving the ROI of Financial Technology Investments

Legacy payment tools drain budgets and delay growth. This expert-led guide reveals how leading finance teams drive higher returns by investing in the right technology, backed by real-world strategies from Crystal Ahrens, VP at The Heico Companies. In this exclusive ebook, you'll discover: What’s costing you ROI on your current financial systems How to build a business case for high-impact automation Which KPIs to track to prove value to the C-suite Why Paystand’s zero-fee network changes the game for finance Whether you're evaluating A/R automation or rethinking your tech stack, this guide delivers the insights you need to make confident, cost-effective decisions. Learn how to make the most from every FinTech dollar. Download the UG Expert Report now.

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Learning Path

Learn more about AR Optimization, and Reduce Costs,

eGuide

Why Optimizing A/R in Business Central Matters

Drowning in overdue invoices? Manual AR processes, late payments, and high transaction fees are holding you back. It doesn’t have to be this way. Our free guide: Why Optimizing A/R in Business Central Matters, shows you how to turn Microsoft Dynamics 365 Business Central into your Accounts Receivable (A/R) powerhouse. What’s Inside? Best practices for automating invoice processing How to reduce payment processing fees Fraud protection tips with AI & automation Real-life examples using Microsoft Dynamics 365 BC Expert insights from Cloud Wars Analyst Kieron Allen These aren’t theoretical solutions. They’re field-tested strategies for small and medium businesses using Business Central. Stop losing money. Start owning your cash flow. Download your eBook now.

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Learning Path

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eGuide

The 10-Minute ERP Checklist

Choosing the right enterprise resource planning software (ERP) is an important decision that can affect your business for years to come. Read our ebook about choosing the best ERP for your business to learn about: Factors to consider when choosing an ERP Recommended ERP providers Click the Download button to increase your odds of selecting the right ERP solution for you. After all, while ERPs may look similar at first glance, the slight differences can drastically change how an ERP functions and determine if it accomplishes what is most important to you.

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eGuide

Thriving Through Market Uncertainty in 2025: Strategies for A/R & Finance Leaders

Volatile tariffs. Slowing payments. Margin pressure. In 2025, uncertainty isn’t just a risk—it’s the new normal. Our eBook, Thriving Through Market Uncertainty, reveals how finance leaders navigate this landscape without panic-driven price hikes or investment freezes. Get exclusive data on how CFOs are reacting: 32% are passing costs to customers 27% are delaying investments 25% are cutting internal spend 21% already report more late payments You’ll also learn how forward-thinking AR strategies are helping companies maintain liquidity, trust, and a competitive edge. Packed with real data and proven tactics, this guide will help you maintain liquidity, control margin, and collect cash faster—no matter what the market throws at you. Download it to learn the 4 critical moves finance teams can make to stay proactive in an unpredictable world.

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eGuide

AI & Blockchain Powering the Future of Finance in collab with Industry Pulse

Discover how top CFOs are transforming finance with automation, data, and decentralized tech. Finance isn’t just evolving. It’s undergoing a massive transformation. AI and blockchain are leading the charge, and Paystand’s latest Industry Pulse Report reveals how companies are responding. Get an inside look at: Key adoption trends across industries Why most finance leaders expect AI to redefine their roles How early adopters are seeing meaningful impact The biggest opportunities and barriers to modernization This is the playbook for forward-thinking finance leaders. Download the report to see how your peers are planning for the future and how you can stay ahead.

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eGuide

Smarter Spend & Stronger Cash Flow: Act Now or Fall Behind

As midyear costs climb and conference spending peaks, CFOs have a prime opportunity to clean up processes, tighten controls, and strengthen cash flow before Q3-Q4 pressure hits. Take control of your budget by learning how to: Cut operational costs without slowing growth Streamline payables with automation and fee-free payments Optimize budgets and clean up common errors in your payment cycles

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eGuide

Achieving Hyper-Efficiency in Finance

The Role of AR Automation, FinOps, and DSO in Transforming Financial Operations. In collaboration with Dynamic Communities.

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eGuide

Top 5 Payment Solutions for the Manufacturing Industry

The Manufacturer’s Guide to Faster, Smarter Payments

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eGuide

Reduce Costs and Boost Profitability with Smarter Payment Strategies

Businesses are losing up to 2% of their revenue due to excessive payment processing fees. This is a significant loss, particularly in the current economic climate. Developed in collaboration with Cloud Wars analysts, our Technology and Strategies to Incentivize Profitable Payment Behaviors playbook guides how to optimize payment processes and retain a greater share of profits. How to reduce surcharges and eliminate transaction fees. Profitable alternatives to traditional payment methods. Real-world examples of businesses scaling with fee-free payment networks. Explore how the Paystand B2B Network can future-proof your payment processes with blockchain security, AI-driven reconciliation, and a no-fee subscription model.

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Learning Path

Learn more about Improve Cash Flow, and Reduce Costs,

eGuide

Unlocking Efficiency: A Complete Guide to AR Automation Software

Are manual accounts receivable processes draining your pocket? Discover how AR automation can streamline your operations, cut costs, and accelerate cash flow. This comprehensive eBook, "Unlocking Efficiency: A Complete Guide to AR Automation Software," is your roadmap to smarter financial management. What you'll learn: Key features to look for Benefits of automation How leading businesses have transformed their workflows Plus, get access to a practical checklist to guide your process. Download the guide and take the first step toward automated AR excellence.

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eGuide

3 Keys to Optimizing Payment Operations for Profitability

The 3 Keys to Optimizing Payment Operations Playbook reveals how leading finance teams eliminate manual processes and cut transaction fees. Inside, you’ll find proven strategies to: Eliminate costly payment processing fees with zero-fee payment rails Automate finance workflows for faster, more efficient operations Accelerate cash flow with real-time fund transfers Take the first step toward smarter payment operations and lasting profitability.

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Learning Path

Learn more about Improve Cash Flow

eGuide

The Future of Finance in 2025

Finance is evolving fast. As we approach 2025, innovation, consumer expectations, and the global market are shaping a new era in financial operations. The Future of Finance in 2025 eBook uncovers the trends, tools, and strategies you need to stay ahead of the curve.

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Learning Path

Learn more about AR Optimization, Reduce Costs, and Improve Cash Flow,

eGuide

Best Practices for B2B Payments in Sage Intacct

Traditional payment methods are costly and error-prone. The Paystand-Sage Intacct integration transforms B2B payments by eliminating fees and inefficiencies. Adopt these best practices to optimize your business and boost ROI.

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Learning Path

Learn more about Reduce Costs, and AR Optimization,

eGuide

Removing Friction - Guide to Streamlining Payments

Reducing payment friction is imperative for optimizing B2B transactions. By streamlining payments, businesses can unlock many benefits and competitive advantages.

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eGuide

The Psychology of Payment Behavior

Finance leaders are under more pressure than ever to drive efficiency, reduce costs, and future-proof their operations. But here's the hard truth: legacy payment systems are holding your business back. Mind Over Money: Why the Future of Finance is Cashless is your blueprint for breaking free from outdated, manual payment processes. In this powerful eBook, you'll discover why digitization isn’t just an option—it’s a competitive advantage. Explore how top finance teams are using automation and a fee-less payment network to transform their accounts receivable from a cost center into a revenue engine. Learn how a cashless strategy can accelerate your time-to-cash, boost working capital, and put you back in control. In this eBook, you'll learn: The hidden costs of legacy AR systems How cashless B2B payments are reshaping finance teams Strategies to eliminate transaction fees and manual workflows Why now is the time to rethink your AR tech stack Don't let outdated systems define your future. Download the eBook and step into a smarter, faster, and more profitable way to manage money.

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Learning Path

Learn more about Improve Cash Flow

eGuide

How to Reduce Late Payments

Late payments are more than just a nuisance—they’re a direct hit to your cash flow, growth potential, and financial stability. But what if there was a better way to eliminate them for good? In What Are Late Payments (and How to Reduce Them?), we break down the root causes of late B2B payments and arm you with proven strategies to stop them at the source. This practical guide is a must-read for finance teams looking to accelerate receivables and boost liquidity—without resorting to endless follow-ups or awkward customer conversations. Discover how automation, smart incentives, and modern payment infrastructure are helping AR teams get paid on time, every time. Inside, you’ll learn: Why late payments are so common—and costly—in B2B transactions The financial and operational toll on your business Actionable steps to reduce payment delays How to leverage tech to create a more predictable cash flow If you're ready to take control of your receivables and end the late payment cycle, this guide is your first step.

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Learning Path

Learn more about Improve Cash Flow, and AR Optimization,

eGuide

The Future of Accounts Receivable in 2024

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Learn more about Improve Cash Flow, and AR Optimization,

eGuide

Credit Cards - A Necessary Evil, or a Thing of the Past?

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eGuide

Your Guide to Credit Card Fees and How to Eliminate Them

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eGuide

Improving Your Client & Project Billing to Increase Your Cash Velocity

Professional Services firms have a diverse mix of clients and projects, leading to increasing billing complexities. Paystand's AR solution helps you increase cash velocity, speed-up time to cash, eliminate unnecessary fees, and put your AR on autopilot. Read the ebook to see exactly how.

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Learning Path

Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

Increase Your Cash Velocity with Paystand’s Sage Intacct Integration

Paystand's Sage Intacct solution helps you increase cash velocity, speed-up time to cash, eliminate unnecessary fees, and put your AR on autopilot. Read the ebook to see exactly how.

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Learning Path

Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

Increase Accounts Receivable Cash Velocity by using Netsuite and Paystand Payments

Paystand's native NetSuite solution helps you increase cash velocity, speed-up time to cash, eliminate unnecessary fees, and put your AR on autopilot. Read the ebook to see exactly how.

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Learning Path

Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

7 Ways to Recession-Proof your Business With Modern B2B Payments and NetSuite

The majority of businesses are negatively affected by recessions, but there are things you can do to ensure your business comes through even stronger. Download the ebook to read about the steps you can take to thrive through a recession—and how Paystand and Netsuite can make all the difference for your business.

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eGuide

How to Leverage Sage Intacct to Thrive During a Recession

The majority of businesses are negatively affected by recessions, but there are things you can do to ensure your business comes through even stronger. Download the ebook to read about the steps you can take to thrive through a recession—and how Paystand and Sage Intacct can make all the difference for your business.

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Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

9 AR Processes You Can Supercharge with Sage Intacct and Paystand Right Now

Stop processing payments manually. Supercharge your AR process by automating with Paystand and Sage Intacct. Download the ebook to learn what tasks you should be automating and how to get started.

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eGuide

Digitizing Your Accounts Receivable Cash Cycle with NetSuite

Digitizing payment processing means evaluating your business’s payment options and removing as much manual work as possible for both Accounts Receivable specialists and customers. Download this free guide to learn how digitizing your payment processing can help take your business to the next level.

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Learn more about Improve Cash Flow, and AR Optimization,

eGuide

Reduce Late Payments using Root Cause Analysis

If you’re still relying on outdated systems and manual processes to manage accounts receivable, you're not just wasting time—you’re leaving money on the table. In How to Reduce Late Payments: A Guide for Modern Finance Teams, you’ll learn how to identify the bottlenecks in your payment cycle and implement technology-driven solutions that help you get paid faster, more consistently, and with less effort. This guide dives deep into the systemic challenges behind late B2B payments and shows you how forward-thinking finance teams are using automation, payment flexibility, and data to gain control over cash flow. What you'll take away: Common causes of chronic late payments—and how to fix them Why manual AR processes are hurting your DSO How digital payment options increase payer adoption and speed Proven strategies to reduce friction and accelerate collections Whether you’re managing AR for a high-growth startup or a mid-market enterprise, this guide will help you turn late payments from a persistent problem into a solved one.

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eGuide

Automating Your Month-End Tasks with NetSuite

Your month-end process should be a breeze, not a monthly headache. Download the ebook to learn the steps you can take to automate your month-end process for a streamlined, stress-free experience.

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eGuide

B2B Payment Best Practices for NetSuite

This Best Practices Kit will cover the keys for automating payments in NetSuite, including: NetSuite ERP basics and advanced shortcuts Digital transformation and the strategic role of finance and accounting 3 factors to consider when choosing a NetSuite payment solution Must-have features required for streamlining and improving AR at scale Download our free B2B Payment Best Practices for NetSuite and gain all the knowledge you need to improve your end-to-end digital process for modern cash management.

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eGuide

Why It’s Time to Move Beyond Traditional B2B Payment Methods

Traditional payment methods for B2B are outdated. Abandon those slow, expensive, and insecure payment methods and upgrade to fast, secure, automated payments. Download the ebook to see why making the switch matters for your business, and how to get started.

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Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

How to Save Money on B2B Credit Card Processing Fees

As common as credit cards are, they come at a steep price and can carry high fees. These high processing fees can cost thousands of dollars annually for some companies. Learn about reducing and even removing credit card processing fees and discover an even better way to make B2B payments than using credit cards.

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eGuide

The Competitive Advantage of Digital Payments in Your Supply Chain

Digital supply chain payments should be involved in your supply chain. This streamlined payment system provides the strength, efficiency, and reliability you need to tackle some of the most common bottlenecks within the chain. Download this free ebook and find out how digital payments can help you optimize your supply chain.

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eGuide

How B2B Payments Need to Become Like B2C Payments

The difference between B2B and B2C payments can seem like night and day, but there is a growing need for the two to learn from each other so businesses and consumers can get the best of both worlds. Here’s your chance to learn more about B2B and B2C payment options and how they influence and improve each other.

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eGuide

7 Best Practices for Digital Invoice Processing

Digital invoicing is a gamechanger in the B2B industry, helping businesses process payments faster and comprehensively track their accounts receivable. Unfortunately, it can be difficult to perfect the process and even harder to convince clients to switch. In this eBook, we address why shifting to a digital invoice process is essential for any B2B organization and go over seven eBilling best practices worth adopting.

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eGuide

The Future of B2B Payment Technology

In a digital age where technology is at the heart of everything we do, B2B payments are too often slow, paper-based, and tedious. Here's how it's changing.

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eGuide

Your Guide to Understanding Real-Time Payments

Real-time payments skyrocketed during the COVID-19 era because they require no manual or person-to-person interaction to complete and are completed almost instantaneously. This ebook helps you understand what real-time payments are, why they’re growing so fast in popularity, and what the future of the real-time payments market will look like.

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eGuide

10 Benefits of an Accounts Receivable Platform

Accounts receivable platforms and tools all promise to make your job easier. But how do these software tools actually do what they claim? In this ebook, we explore the top 10 benefits that come with a good AR platform—not just what the software can do, but also how it affects your accounts receivable team and benefits your whole organization.

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Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

Why Finance Automation is Good For Your Job

Automation is coming, but it's not coming to take your job. It's coming to make your job easier. Read our ebook to learn more.

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Learn more about Reduce Costs, and AR Optimization,

eGuide

The 10-Minute ERP Checklist

Choosing the right enterprise resource planning software (ERP) is an important decision that can affect your business for years to come. While ERPs may look similar at first glance, the slight differences can drastically change how an ERP functions and determine if it accomplishes what is most important to you.

Read Now

Learning Path

Learn more about Reduce Costs, Improve Cash Flow, and AR Optimization,

eGuide

Why B2B Companies Need to Adopt Blockchain Payments

Blockchain technology is driving the next generation of payment solutions. In this ebook, we take a look at why that's happening and what you need to do so that you're not left behind.

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eGuide

How to Make Month-End Accounting Stress-Free with Automation

Ready to learn how to automate your month-end process? Check out this ebook and learn how adopting automation can save you time and headaches at the end of the month.

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eGuide

How to Digitize the Enterprise Cash Cycle

Learn how to evaluate digital transformation for your payment processes and your Accounts Receivable workflow.

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eGuide

An Introduction to Payments-as-a-Service

Payments-as-a-Service delivers superior economics to finance teams by driving down AR costs and automating the cash cycle. Learn more in our comprehensive guide.

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eGuide

How to Choose the Best Payment Integration for Sage Intacct

Sage Intacct gives you visibility. Paystand gives you velocity. If you're using Sage Intacct to manage your financials but still relying on manual, error-prone processes for collecting payments, you're only halfway to digital transformation. That’s where Paystand comes in. In this exclusive eBook, discover how integrating Paystand with Sage Intacct empowers finance teams to eliminate transaction fees, accelerate cash flow, and automate the entire AR lifecycle—from invoicing to reconciliation. Inside, you’ll learn how to: Cut DSO by up to 60% with automated payment workflows Eliminate manual reconciliation and free up your team’s time Offer flexible, digital payment options right from your Intacct dashboard Leverage real-time data to drive smarter financial decisions Remove transaction fees from your payment stack—for good This guide is built for Sage Intacct users who want to modernize AR and stop chasing checks. Whether you're a controller, CFO, or AR specialist, you'll walk away with actionable steps to transform your receivables process. Download the eBook to see how Sage Intacct + Paystand = a smarter, faster, and fee-less financial future.

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eGuide

The Top 5 Payment Solutions for the Business Services Industry

Tailored to the business services industry, learn how to modernize your cash cycle and discover keys to improving cash flow and collections on your Accounts Receivable.

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eGuide

The Top 5 Payment Solutions for the Renewable Energy Industry

Tailored to the renewable energy industry, learn how to modernize your cash cycle and discover keys to eliminating poor cash flow and collection on Accounts Receivable.

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eGuide

The Top 5 Payment Solutions for the Field Services Industry

Tailored to the field services industry, learn how to modernize your cash cycle and discover keys to improve cash flow and collections on your Accounts Receivable.

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eGuide

The Top 5 Payment Solutions for the Manufacturing Industry

Tailored to the manufacturing industry, learn how to modernize your cash cycle and discover keys to improving your cash flow and collections on your Accounts Receivable.

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eGuide

The Top 5 Payment Solutions for Automating Accounts Receivable

Learn how to modernize your cash cycle and discover the keys to eliminating stagnant cash flow and poor collections on your Accounts Receivable.

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eGuide

Creating e-Invoices with Payment Links in NetSuite

Learn how a NetSuite Payment SuiteApp will help you digitize your Accounts Receivable payment cycle and transition faster from invoice to cash.

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eGuide

Choosing the Right Payment App for NetSuite

Learn how to create a seamless, easy, and intuitive payment experience for your team and your customers all within the NetSuite ERP system.

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eGuide

Guide to Understanding Lockbox Services

Looking for ways to optimize your payments flow? Download our guide to learn how a lockbox service is used, the pros, cons and alternatives.

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eGuide

Guide to Understanding Your Merchant Statement

Confused by the statement you get from your credit card processor every month? Learn how to calculate what you're paying in fees and how to save money.

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eGuide

AR Field Guide: Creating Payments Strategy

Learn how to quantify the benefits and cost savings of the digital transformation of your payments process.

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eGuide

Guide to Understanding ACH and eCheck

Learn how to go beyond credit cards with two popular methods of accepting direct bank payments; ACH and eCheck.

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eGuide

The Controller's Guide to B2B Payments Optimization

Learn how to transform your revenue operations and move to digital payments by streamlining and automating Accounts Receivable.

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Paystand is on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, we pioneered Payments-as-a-Service to digitize and automate your entire cash lifecycle. Our software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue.

© Paystand, Inc. 2025. All Rights Reserved.