Build payments into the process.

Paperfly brings payment directly into the workflow your customers are already completing. Instead of waiting for a separate invoice by mail or email after submitting a form or signing an agreement, customers see the payment request immediately in the same browser-based process. Popular, mobile-friendly payment methods, including credit cards, modern online bank transfers, and SEPA Direct Debit, are fully integrated. Customers can complete payment from their smartphone in seconds.

This is where Paperfly’s process-based approvals provide the most value. You can configure the workflow so final documents, policies, or contracts are only released for internal processing or delivered to the customer after the associated payment, such as a processing fee or deposit, has been authorized successfully. The payment becomes an automatic requirement for moving the process to the next step.

Paperfly eliminates the need for your back-office team to manually reconcile payments against bank statements. The platform records successful payments through the integrated connection in real time. The case status immediately changes to “Paid” in the dashboard and triggers automatic synchronization across your existing technology stack. Payment updates flow directly into your CRM, ERP, accounting software, and other connected systems without delay.