This guide walks through how to implement Acclaim in a production environment.
It focuses on planning, configuration, integration, and operational setup, followed by validating the payment flows your team will use.
Overview
A successful implementation involves more than enabling payments.
You will need to:
- Define how funds should be structured and controlled
- Configure your account and workflows
- Integrate with your systems
- Align internal teams and processes
- Then test and go live
Most teams follow a sequence of plan → configure → integrate → test → go live.
Step 1: Define requirements
Start by defining how you intend to use Acclaim.
Consider:
- What types of payments you will support (claims, vendor payments, collections)
- Which countries and currencies are required
- Whether funds are prefunded or collected before payout
- How funds should be separated (by program, entity, or workflow)
- What reporting and reconciliation requirements exist
This step ensures your implementation matches your operational and financial model.
Step 2: Design your account structure
Define how funds will be organized in Treasury.
- Create accounts based on your operating model
- Separate funds by program, entity, or use case
- Plan for multi-currency needs
For example:
- Loss funds for claims
- Subscriber or participant funds
- Operational or clearing accounts
A well-designed account structure makes reconciliation and reporting significantly easier.
See also
Set up your team and operational controls.
- Add users and assign appropriate roles
- Define approval workflows (if applicable)
- Establish processes for reviewing and executing payments
- Align responsibilities across operations, finance, and engineering
This ensures your team can operate the system effectively.
Configure platform-level settings before enabling payment flows.
These settings support reliable and automated operations.
Define how money will move through the platform.
Accept (if receiving funds)
See also
Disburse (if sending payouts)
Treasury
- Add funds or configure incoming funding flows
- Set up FX if operating across currencies
- Validate balances and availability (see Balances)
Step 6: Integrate with your systems
Connect Acclaim to your internal systems and workflows.
You can choose the integration approach that fits your needs:
- API integration: automate payment flows, data sync, and event handling
- File uploads: support bulk operations using structured files (File uploads)
- Console: manage payments and operations manually in the Acclaim Console
Many implementations use a combination of these approaches.
Common integration patterns include:
- Creating payment requests or payouts from internal systems
- Syncing payment and payout status updates via webhooks
- Exporting data for accounting and reconciliation
- Automating batch workflows
See also
Step 7: Train your team
Before going live, ensure your team understands how to operate the platform.
- Train operations on payment workflows
- Train finance on reconciliation and reporting
- Align on how to handle payment failures, payout failures, refunds, and disputes
Clear ownership and training reduce operational risk.
Step 8: Test end-to-end workflows
Validate your implementation in a controlled environment.
- Test full payment flows (collect → treasury → disburse)
- Verify balances and transactions
- Confirm reconciliation and reporting outputs
- Validate webhook delivery and automation
See also
Step 9: Go live
Move to production once testing is complete.
- Switch to live API keys
- Run initial transactions with small amounts
- Monitor balances, transactions, and outcomes
- Validate reconciliation against external systems
Gradually increase volume as confidence builds.
Key considerations
- Design your account structure early. It impacts everything downstream.
- Choose the right integration approach for your workflows.
- Align internal teams before enabling payment flows.
- Ensure settlement accounts and funding flows are configured correctly.
- Plan for multi-currency and FX if applicable.
- Use webhooks to automate workflows and reduce manual effort.
Summary
- Start with requirements and account design
- Configure users, settings, and workflows
- Integrate with your systems using API, files, or Console
- Train your team and validate with testing
- Go live in a controlled and monitored way
A structured implementation ensures your payment operations are reliable, scalable, and easy to manage.
Last modified on August 31, 2026
