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Accounts & Cards in COMMITLY

Activation, KYB/KYC onboarding

COMMITLY Accounts & Cards gives you a debit card solution: you top up a balance (wallet), and payments are made from that balance.

The advantage: everything is integrated in COMMITLY – card transactions appear immediately and flow directly into Planning and Forecast.

Start activation

  1. Open Add-ons.

  2. Select COMMITLY Wallet.

  3. Click Activate.

  4. Confirm the notice about the 6-step registration process, then start Activate COMMITLY Accounts & Cards.
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KYB/KYC onboarding (company verification)

Opening the account requires an identity verification process (KYB – Know Your Business, including KYC for individuals where applicable). It is required by law and is carried out through our partner Swan.

  • During onboarding, you are guided through the process step by step.

  • Have the required company documents ready (depending on legal form/setup).

Status if onboarding is not completed

If onboarding is not completed, the account is not opened. The status is shown under Integrations as “Waiting for onboarding”. The process can be resumed at any time:

Integrations → Waiting for onboarding → Start onboarding

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