Guides

Launch Checklist

This checklist comprises everything that must be complete to launch your AP solution. These steps must be completed within your product, not the Mercoa dashboard.

Please work with your Mercoa Customer Success Manager to complete this checklist.

  1. Embed & validate frontend components
  2. Create Entity
  3. Capture Entity KYB Info
  4. Capture Representative info
  5. Capture Entity Terms of Service Agreement
  6. Add Bank account via Plaid
  7. Add bank account via microdeposits
  8. Perform Test Transaction
  9. Set up email inbox
  10. Launch!