Pay Client Bills Without Holding Their Bank Logins
Key Takeaways
Firms can pay client bills without ever holding bank credentials. Dext Payments lets you review, approve and pay while login details stay with the client, which removes a major source of risk as your client list grows.
Supplier bank checks happen before money moves. Dext checks bank details against internal and external records, including watchlists and Confirmation of Payee, before any payment is released.
Only authorised users on registered devices can approve payments. Strong Customer Authentication and role-based access control let you decide who can initiate, approve or view each payment. Strong Customer Authentication and role-based access control let you decide who can initiate, approve or view each payment.
A full audit trail shows who did what, and when. Every action is logged, which gives firms and clients a clear record and more confidence in each payment run.
Separation of duties lets clients keep control while you handle operations. Access concerns no longer need to stop firms offering payment support.
Handling payments on a client's behalf has traditionally meant an uncomfortable trade-off: to pay their suppliers you need to prepare everything to make it easier for your client to manage.That's a lot of responsibility to carry, and a lot of risk, particularly as your client list grows.
Payments in Dext protects client money from invoice to release. Review, approve, and pay without logging in to a client's bank, so their credentials stay with them.
- Supplier bank checks: Dext checks supplier bank details against internal and external records, including watchlists and Confirmation of Payee, before any payment goes out.
- Strong Customer Authentication: Only authorised users can approve a payment, and only from a registered device.
- Role-based access control: Decide who can initiate, approve, or view payments.
- A full audit trail: Every action is logged, so you can show who did what, and when.
For firms, this separation of duties matters. Clients stay in control of approvals, while you manage the operational side, and neither of you needs to hand over the keys to a live bank account to make that happen. As one partner using it put it:
"It reduces the risk of fraud and accidental mistakes. And, with a clear audit trail, you've got much more confidence in every payment run." Joe Bourne, CFO, C-Quence
If you've held off offering payment support because of the access question, that's no longer the blocker it used to be.
Dext Payments is enabled through a partnership with Airwallex (UK) Limited, authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 900876). All regulated payment and electronic money services are provided by Airwallex (UK) Limited.
FAQs
Yes. With Dext Payments, you can review, approve and pay supplier bills without logging in to the client's bank, so their credentials stay with them.
Dext checks supplier bank details against internal and external records, including watchlists and Confirmation of Payee, before any payment goes out.
Only authorised users can approve a payment, and only from a registered device, using Strong Customer Authentication. Role-based access control lets you set who can initiate, approve or view payments.
Yes. Every action is logged, so you can show who did what and when. This supports accountability and gives you confidence in each payment run.
