Schedule. Process. Report.
All from one platform.
TransactAccount gives your team full control over payment scheduling, recurring billing, and transaction reporting — without writing a single line of code or installing any software.
One-time or recurring — your call.
The platform’s Recurring Schedule Manager lets you set up automated billing on any cadence you define — weekly, bi-weekly, monthly, quarterly, or custom intervals. Once set, the system processes payments automatically on schedule and remits funds directly to you.
For one-off transactions, the Quick Debit feature lets your team process a payment in just a few clicks — no complex setup required.
- Recurring Schedule Manager — fully customizable billing cycles
- Quick Debit for fast one-time transactions
- Automatic processing — no manual intervention required
- Funds remitted directly to your account on schedule
Know exactly where every dollar is.
The platform’s Report Builder lets you create custom reports from over 28 different data points — so you see exactly the information you need, nothing more.
- 28+ selectable report fields
- Pre-built templates for common reports
- Settled transactions, upload summaries, failed payments
- Filter transactions across 15 different criteria
- Export for accounting and reconciliation
Built-in controls to prevent internal fraud.
TransactAccount supports a dual-user workflow where one team member enters transactions and a second approves before processing. Email alerts notify you of every upload event — so nothing moves without your knowledge.
- Granular user rights management
- Dual-approval workflow for transaction processing
- Email notifications for all upload events
- Full transaction audit trail
Get access to TransactAccount.
Contact SummitUSA to get your business set up. As your ISO agent we handle onboarding, training, and ongoing support.