Embedded Payouts for SaaS Platforms

Vertical software companies can earn more from payments than from subscriptions. Roots helps SaaS platforms embed white-label acceptance, payouts, cards and accounts through licensed partners, with a revenue share and without the cost of becoming a payfac.
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Payment solutions for saas platforms embedding payments

How these solutions work for saas platforms embedding payments

See what each option adds to the way your business takes and tracks payments.

Embedded Payments

For saas platforms embedding payments: Put checkout for customer payments, software subscriptions and platform fees inside your software, keeping payment events connected to customer and operating records.
  • Pick a model: referral, managed payfac or a full payfac path
  • Handle integration and embedded UI build
  • Price your payments product and model margins
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Payouts

For saas platforms embedding payments: Distribute amounts owed to platform merchants and software partners, with payment references matched to customer accounts, payment events and platform fee allocations.
  • Map your funds flow and match each payment type to a rail with our banking partners
  • Build or connect the payout API and approval workflow
  • Configure schedules, limits and payee notifications
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ACH Payments

For saas platforms embedding payments: Offer bank-account payments for customer payments, software subscriptions and platform fees, with authorization and invoice matching built into the workflow.
  • Set up ACH on invoices and payment pages
  • Write authorization language
  • Explain return and settlement timing
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Recurring Billing

For saas platforms embedding payments: Schedule and manage payments for software subscriptions and recurring account charges, including renewals and customer account balances.
  • Design plans and billing logic
  • Integrate checkout and member portals
  • Build revenue-share payouts to customers
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Custom Payment Integration

For saas platforms embedding payments: Connect the payment flow for customer payments, software subscriptions and platform fees with your software and the operational records behind customer accounts, payment events and platform fee allocations.
  • Discovery and funds-flow workshop
  • Build and test in sandbox
  • Launch and hypercare
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Square Integrations

For saas platforms embedding payments: Connect Square transaction data with the tools used to manage customer accounts, payment events and platform fee allocations, reducing repeated data entry.
  • Roots service: integration audit and plan
  • Roots service: setup and testing
  • Roots service: ongoing support
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Split Payments

For saas platforms embedding payments: Allocate customer payments between platform merchants and software partners and platform fees, using a defined rule for each transaction.
  • Model your split rules and edge cases
  • Build split logic into your order or settlement events
  • Reconcile each party's share against bank settlement
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Marketplace Payments

For saas platforms embedding payments: Collect customer payments for customer payments, software subscriptions and platform fees and allocate proceeds to platform merchants and software partners within the marketplace workflow.
  • Design the funds flow and fee model
  • Integrate onboarding and payouts into your platform
  • Support compliance reviews with partner banks
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Custom Development on Square

For saas platforms embedding payments: Build a Square-based payment workflow around customer payments, software subscriptions and platform fees, with custom software for your operating process.
  • Scope and build the integration between Square and your software platform
  • Two-way sync of jobs, invoices and customers
  • Dashboards and automations Square doesn't offer natively
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Text to Pay

For saas platforms embedding payments: Send a payment request for customer payments, software subscriptions and platform fees by text so customers can pay against a specific order or invoice.
  • Set up message templates and consent
  • Connect links to your invoices or software platform
  • Report on paid and unpaid requests
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Credit Card Surcharging

For saas platforms embedding payments: Plan credit-card surcharge disclosures for customer payments, software subscriptions and platform fees, keeping eligible card payments distinct at checkout.
  • Check your states and card mix before you start
  • Configure terminals, invoices and receipts
  • Provide compliant signage and invoice language
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Embedded Accounts

For saas platforms embedding payments: Plan account and money-movement workflows for platform merchants and software partners within your platform's operating process.
  • Pick an account structure with the partner bank
  • Design the ledger and reconciliation with the bank's records as the source of truth
  • Build the in-app account experience
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SaaS Platforms Embedding Payments we set up and support

SaaS Platforms Embedding Payments payment questions

Start with the workflows your business needs. Options on this page include Embedded Payments for Vertical SaaS, Payouts for Software Customers, Recurring Billing for Vertical SaaS. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review customer payments, recipient onboarding, payment calculations and payouts, then plan the changes your saas platforms embedding payments business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which saas platforms embedding payments workflows need to improve so we can scope a practical setup.

Payments for saas platforms embedding payments, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to a software platform payments specialistPartner with Roots