Streamlined recipient dashboard

An effortless, elevated recipient experience

Trolley’s recipient management capabilities keep your recipients happy, and happy recipients make for happy teams. Improve conversion rates and reduce support queries using our compliant onboarding and recipient management dashboard available as a pre-built widget or APIs.

Your recipients are your biggest asset

Providing a fully integrated user experience for your recipients doesn’t need to be complicated. Trolley ensures your recipients get the experience that you want for them while ensuring all your compliance requirements are met.

Globally compliant onboarding

Verify identity and collect bank & tax info from recipients in 200+ territories

Automated communications

Send emails for every payment or alert, reducing your support queues

Self-serve dashboard

Display live payment status, historical records, and tax forms in users’ profiles

Plug and play

Set up workflows per your UX with a modular widget and dev tools

Onboard recipients globally

Verify and onboard payees from around the world with a single tool. Meet the challenges of a growing regulatory framework with superior recipient onboarding, data collection, and verification processes.

Enable secure recipient login with OTP via email
Collect recipient data such as address, business registration number, and business documentation
Verify recipient identity, business documents, and phone numbers
Collect banking details for payouts
Onboard tax information and generate signed tax forms for IRS (US) and DAC7 (EU)
Automatically re-collect tax forms when they expire
Build a single recipient profile for payouts, taxes, and customer trust
Integrate verification data via API and webhooks to manage your workflows

Craft your recipient journey

Every business is unique, and developing your own ways of working builds a competitive advantage. Trolley offers a range of integration options, from a Trolley-hosted portal to fully flexible APIs, allowing you to create a user experience tailored to your business needs.

Trolley-hosted customizable portal

Want to get going quickly without waiting for developer implementation? Start onboarding recipients directly with a Trolley-hosted recipient portal:

Fully-responsive and mobile-friendly web portal
Customizable to your brand with settings like colors, logo, design theme, and more
Out-of-the-box support for 36 languages
Securely hosted on Trolley with the same best practices as the merchant dashboard
Enable all or one of the Pay, Tax, and Trust modules

Dev tools

Integrate the recipient onboarding and management experience in your platform (whether website or app) with ready-to-go tools:

Pre-built modular widget: Integrate Pay, Tax, and Trust all at once or as defined by your workflows or user experience
SDK: Enable the recipient workflow by adding one line of code to your platform (comes with limited flexibility)
Fully customizable APIs: Leverage our extensive APIs to build a customized workflow of your choice

Centralize data and self-serve with one recipient profile

Reduce development overhead and streamline recipient workflows by centralizing all recipient data in one platform.

Single-pane view allows data to be immediately operational as it’s received, regardless of the module
Initial integration and ongoing maintenance are consolidated
Expansion at a click, with integration between products already baked-in
Sync with all your other systems from one place

Automate comms to reduce support queries

Anticipation of payments can be tough on your recipients and your operations teams. Reduce the workload and automate email communication around payments, statuses, profile alerts, and more—fully customized to your brand design and tone.

Customizable as per your domain, emails, brand, and design guidelines
Localized in 36 languages
Automatic emails on every payment
Recipients can access the portal and check exact statuses
Automatic communication and data collection when any document or form expires
Full transparency leads to reduced support queries

Seamlessly manage expanding regulations

A new generation of financial compliance regulations is here, including the EU’s Digital Services Act (DSA) and the USA’s INFORM Act. These are significant steps toward a safer digital environment and Trolley is at the forefront of embracing this change and helping businesses manage compliance.