Integration Examples for Pre-built UIs

Many of our customers build the same set of user interfaces and workflows on top of Modern Treasury’s APIs and dashboard, such as:

• Collecting customer or bank account info
• Invoicing and payment initiation
• Displaying payment status and history

Building these workflows manually can be time-intensive, requiring planning and engineering resources. It can be challenging to schedule this work on your roadmap, and it may delay products or initiatives going live. It can also be error-prone; payments will fail if the necessary fields are missing or incorrect on external accounts and payment orders.

Today, businesses need to understand all the nuances of each payment rail, country, and currency to create valid accounts and initiate payments. Regulations may also require that your business is not recording sensitive information (such as account numbers, tax identifiers, etc).

Earlier this month, we announced our suite of embeddable, pre-built UIs to help you quickly and securely integrate common payment workflows into your application. You can rely on our embeddable flows to:

• Dynamically choose account fields based on the payment types you need to support
• Securely handle sensitive account information and Personal Identifiable Information (PII)
• Perform validation and surface error messages

You can also customize the style of the form to make it fit seamlessly into your existing apps.

A Sample Repository

To make it even easier to to stand up complete workflows with minimal engineering support, Modern Treasury is excited to share a code sample repository for integrating these pre-built UIs in your Node.js or Python web applications. This repository will be updated as Modern Treasury releases new Software Development Kits (SDKs) and features (like hosted invoices). It will also be an open-source project, so you are encouraged to file Issues and submit Pull Requests as you see fit.

You can clone this repository and run the applications locally or you can deploy the Python version to AWS App Runner, using the included YAML configuration file.

Future plans for this repository include:

• More language support (Java, GoLang, React)
• Additional deployment options
• Examples of style customization

Try It Out

Reach out to us if you want to learn more, or sign up for a sandbox to try this for yourself.