01 / The work
A clear status for every connection.
A portal, a calling provider and a payment network solve different problems. SettleLift keeps these connection types separate so a proposed integration cannot be confused with a live operating relationship. No bank, collector or funding provider is connected by this website.
02 / The process
Connect, authorize, then verify.
- Choose the company’s authorized communication and financial providers. Establish what data each connection needs and who may activate it.
- Configure credentials only through protected server settings. Keep secret and service-role keys out of public browser files.
- Test delivery, identity, event matching, duplicate handling, reversals and disconnection before enabling the workflow for real records.
03 / Context & decisions
What stays connected
Phone, email, SMS, fax, e-signature and accounting connections each need their own setup and verification. Confirm the company identity, permitted users, delivery status and retry behavior for each provider. QuickBooks is planned; no live provider connection or partnership is claimed.
Current scope & remaining work
04 / Product status
What you can explore today.
- Working preview
- Local demonstrations of the workflows providers will support.
- Prepared backend
- Restricted backend gateway, outbox records and financial evidence schema.
- Connection work remaining
- All live communication, accounting, signing and financial provider adapters.
05 / Common question
Can SettleLift connect to every creditor automatically?
No. External APIs and payment networks require provider access and approval. An invited representative portal is a separate capability from a direct integration.