For AI agents: visit https://docs.moderntreasury.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

Jump to Content

Journal Release Notes Support

Guides Payments Ledgers Platform API Reference

Journal Release Notes Support Log in Sign up

Guides

Guides Payments Ledgers Platform API Reference

GET STARTED

Payments Overview
Payments Quickstart
Building in Sandbox

Customer Onboarding

Onboard an Individual
- Required Fields for Individuals
Onboard a Business
- Required Fields for Businesses
Embed Terms of Use

Managing Internal Accounts

Provisioning Accounts
Retrieving Account Balances

Payments

Originating Payments
Receiving Payments
Creating Counterparties
Stablecoin Orchestration
- Stablecoin On-ramp
- Stablecoin Off-ramp

Workflows & Reporting

Account Groups Overview
Configuring automatic sweeps
Remove Modern Treasury branding from pre-built UIs
Tracking Account Balances
Payment Order Management
Payment Templates Overview
Approval Rules Overview
Entity Linking Overview
- When to use Entity Linking
Transaction Categorization

Bring your own Bank

Bring Your Own Bank Quickstart
Building in Sandbox (Bring Your Own Bank)
Sharing Legal Entity Data with Banks
Managing your bank integrations
Virtual Accounts
Making payments via bank-specific rails
Managing FX
- Foreign Exchange Rate
- Foreign Exchange Quotes
  - Create a Foreign Exchange (FX) Quote
Using Payment Actions
- Create a Payment Action
Managing bank holds on payments
- Mark as Held
- Mark as Resolved

Powered by

Making payments via bank-specific rails

Some banks that we work with offer unique payment rails. This section documents some of these payment options.

Updated 7 months ago

Monitoring Incoming Payment Details

Originate a Global ACH payment