PayTrace integration

Connect

Connect

Connect

Connect

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PayTrace

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PayTrace

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PayTrace

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PayTrace

to AI agents.

to AI agents.

to AI agents.

to AI agents.

Connect PayTrace's payment processing platform to V7 Go's AI agents to automate transaction analysis, batch reconciliation, and settlement reporting.

Integration

Integration

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PayTrace

Connect PayTrace to V7 Go and automate payment processing, transaction reconciliation, and batch settlement analysis to accelerate financial operations.

Accounting & Tax

Transaction Reconciliation

Batch Settlement Analysis

Payment Data Export

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PayTrace

Connect PayTrace to V7 Go and automate payment processing, transaction reconciliation, and batch settlement analysis to accelerate financial operations.

Accounting & Tax

Transaction Reconciliation

Batch Settlement Analysis

Payment Data Export

AI Engine

AI Engine

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V7 Go

V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.

AI Automation

Task Orchestration

Data Extraction

Agentic Workflows

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V7 Go

V7 Go is an AI platform that automates complex workflows across multiple apps and tools using agentic AI that can reason, plan, and execute tasks autonomously.

AI Automation

Task Orchestration

Data Extraction

Agentic Workflows

Example workflow

Example workflow

Example workflow

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PayTrace example workflow

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PayTrace example workflow

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PayTrace example workflow

Let AI handle tasks across multiple tools

Let AI handle tasks across multiple tools

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

Hide

AI Agent

Output

Input

Hide

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AI Agent

AI Financial Reconciliation Agent

Reconciling payment transactions

Output

Waiting for analysis

Let the agent run first

Input

Hide

AI Agent

Output

Input

Hide

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AI Agent

AI Financial Reconciliation Agent

Reconciling payment transactions

Output

Waiting for analysis

Let the agent run first

Featured workflows

Featured workflows

Featured workflows

A library of

A library of

A library of

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PayTrace Workflows

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PayTrace Workflows

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PayTrace Workflows

ready to operate

ready to operate

ready to operate

Select from a library of pre-built AI agents to power your PayTrace workflows.

Select from a library of pre-built AI agents to power your PayTrace workflows.

Select from a library of pre-built AI agents to power your PayTrace workflows.

Popular workflows

From

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Slack

to

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PayTrace

Slack + PayTrace

Get instant notifications when batch settlements complete or transaction discrepancies are detected.

From

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Slack

to

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PayTrace

Slack + PayTrace

Get instant notifications when batch settlements complete or transaction discrepancies are detected.

From

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Slack

to

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PayTrace

Slack + PayTrace

Get instant notifications when batch settlements complete or transaction discrepancies are detected.

From

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Slack

to

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PayTrace

Slack + PayTrace

Get instant notifications when batch settlements complete or transaction discrepancies are detected.

From

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Gmail

to

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PayTrace

Gmail + PayTrace

Email transaction reports and settlement summaries to accounting teams automatically.

From

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Gmail

to

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PayTrace

Gmail + PayTrace

Email transaction reports and settlement summaries to accounting teams automatically.

From

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Gmail

to

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PayTrace

Gmail + PayTrace

Email transaction reports and settlement summaries to accounting teams automatically.

From

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Gmail

to

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PayTrace

Gmail + PayTrace

Email transaction reports and settlement summaries to accounting teams automatically.

From

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Microsoft Excel

to

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PayTrace

PayTrace + Excel

Export transaction data to spreadsheets for analysis and reporting.

From

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Microsoft Excel

to

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PayTrace

PayTrace + Excel

Export transaction data to spreadsheets for analysis and reporting.

From

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Microsoft Excel

to

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PayTrace

PayTrace + Excel

Export transaction data to spreadsheets for analysis and reporting.

From

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Microsoft Excel

to

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PayTrace

PayTrace + Excel

Export transaction data to spreadsheets for analysis and reporting.

From

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QuickBooks

to

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PayTrace

PayTrace + QuickBooks

Sync payment transactions directly to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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PayTrace

PayTrace + QuickBooks

Sync payment transactions directly to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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PayTrace

PayTrace + QuickBooks

Sync payment transactions directly to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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PayTrace

PayTrace + QuickBooks

Sync payment transactions directly to QuickBooks for accounting reconciliation.

From

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Notion

to

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PayTrace

PayTrace + Notion

Create payment documentation and transaction records in Notion for team reference.

From

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Notion

to

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PayTrace

PayTrace + Notion

Create payment documentation and transaction records in Notion for team reference.

From

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Notion

to

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PayTrace

PayTrace + Notion

Create payment documentation and transaction records in Notion for team reference.

From

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Notion

to

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PayTrace

PayTrace + Notion

Create payment documentation and transaction records in Notion for team reference.

From

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Microsoft Teams

to

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PayTrace

PayTrace + Teams

Share payment summaries and settlement alerts with finance team members.

From

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Microsoft Teams

to

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PayTrace

PayTrace + Teams

Share payment summaries and settlement alerts with finance team members.

From

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Microsoft Teams

to

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PayTrace

PayTrace + Teams

Share payment summaries and settlement alerts with finance team members.

From

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Microsoft Teams

to

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PayTrace

PayTrace + Teams

Share payment summaries and settlement alerts with finance team members.

Actions & Triggers

Actions & Triggers

Actions & Triggers

Use

Use

Use

Use

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PayTrace

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PayTrace

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PayTrace

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PayTrace

to build powerful automations across multiple tools

to build powerful automations across multiple tools

to build powerful automations across multiple tools

to build powerful automations across multiple tools

Popular workflows

AI agents can perform automated actions in the app

AI agents can perform automated actions in the app

AI agents can perform automated actions in the app

AI agents can perform automated actions in the app

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Help

Have questions?

Have questions?

Have questions?

Find answers.

Find answers.

Find answers.

Any more questions?

Do I need a PayTrace merchant account to use this integration?

Yes, you'll need an active PayTrace merchant account with API access to use this integration. V7 Go enhances your existing PayTrace setup by automating transaction analysis, batch reconciliation, and settlement reporting workflows.

+

Can I customize the AI agents for my specific reconciliation process?

Absolutely! V7 Go's AI agents can be customized to match your specific reconciliation requirements, exception thresholds, and reporting preferences. You can configure workflows to align with your accounting procedures and financial controls.

+

How secure is the data integration with PayTrace?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PayTrace transaction data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions.

+

What transaction types can this integration process?

The integration can process all transaction types available in PayTrace, including credit card transactions, batch settlements, and refunds. AI agents can analyze transaction details, batch summaries, and settlement information across your entire payment history.

+

Can I integrate PayTrace data with my accounting software?

Yes! V7 Go can send analyzed PayTrace data to various output integrations including QuickBooks, Xero, Excel, and custom webhooks. This ensures seamless integration with your existing accounting systems and financial workflows.

+

How does this integration help with financial reporting?

V7 Go's AI agents can automatically extract transaction data, reconcile batches, and generate comprehensive settlement reports. This accelerates financial reporting by identifying discrepancies, flagging exceptions, and providing accurate transaction summaries for audit and compliance purposes.

+

Do I need a PayTrace merchant account to use this integration?

Yes, you'll need an active PayTrace merchant account with API access to use this integration. V7 Go enhances your existing PayTrace setup by automating transaction analysis, batch reconciliation, and settlement reporting workflows.

+

Can I customize the AI agents for my specific reconciliation process?

Absolutely! V7 Go's AI agents can be customized to match your specific reconciliation requirements, exception thresholds, and reporting preferences. You can configure workflows to align with your accounting procedures and financial controls.

+

How secure is the data integration with PayTrace?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PayTrace transaction data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions.

+

What transaction types can this integration process?

The integration can process all transaction types available in PayTrace, including credit card transactions, batch settlements, and refunds. AI agents can analyze transaction details, batch summaries, and settlement information across your entire payment history.

+

Can I integrate PayTrace data with my accounting software?

Yes! V7 Go can send analyzed PayTrace data to various output integrations including QuickBooks, Xero, Excel, and custom webhooks. This ensures seamless integration with your existing accounting systems and financial workflows.

+

How does this integration help with financial reporting?

V7 Go's AI agents can automatically extract transaction data, reconcile batches, and generate comprehensive settlement reports. This accelerates financial reporting by identifying discrepancies, flagging exceptions, and providing accurate transaction summaries for audit and compliance purposes.

+

Do I need a PayTrace merchant account to use this integration?

Yes, you'll need an active PayTrace merchant account with API access to use this integration. V7 Go enhances your existing PayTrace setup by automating transaction analysis, batch reconciliation, and settlement reporting workflows.

+

Can I customize the AI agents for my specific reconciliation process?

Absolutely! V7 Go's AI agents can be customized to match your specific reconciliation requirements, exception thresholds, and reporting preferences. You can configure workflows to align with your accounting procedures and financial controls.

+

How secure is the data integration with PayTrace?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PayTrace transaction data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions.

+

What transaction types can this integration process?

The integration can process all transaction types available in PayTrace, including credit card transactions, batch settlements, and refunds. AI agents can analyze transaction details, batch summaries, and settlement information across your entire payment history.

+

Can I integrate PayTrace data with my accounting software?

Yes! V7 Go can send analyzed PayTrace data to various output integrations including QuickBooks, Xero, Excel, and custom webhooks. This ensures seamless integration with your existing accounting systems and financial workflows.

+

How does this integration help with financial reporting?

V7 Go's AI agents can automatically extract transaction data, reconcile batches, and generate comprehensive settlement reports. This accelerates financial reporting by identifying discrepancies, flagging exceptions, and providing accurate transaction summaries for audit and compliance purposes.

+

Do I need a PayTrace merchant account to use this integration?

Yes, you'll need an active PayTrace merchant account with API access to use this integration. V7 Go enhances your existing PayTrace setup by automating transaction analysis, batch reconciliation, and settlement reporting workflows.

+

Can I customize the AI agents for my specific reconciliation process?

Absolutely! V7 Go's AI agents can be customized to match your specific reconciliation requirements, exception thresholds, and reporting preferences. You can configure workflows to align with your accounting procedures and financial controls.

+

How secure is the data integration with PayTrace?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PayTrace transaction data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions.

+

What transaction types can this integration process?

The integration can process all transaction types available in PayTrace, including credit card transactions, batch settlements, and refunds. AI agents can analyze transaction details, batch summaries, and settlement information across your entire payment history.

+

Can I integrate PayTrace data with my accounting software?

Yes! V7 Go can send analyzed PayTrace data to various output integrations including QuickBooks, Xero, Excel, and custom webhooks. This ensures seamless integration with your existing accounting systems and financial workflows.

+

How does this integration help with financial reporting?

V7 Go's AI agents can automatically extract transaction data, reconcile batches, and generate comprehensive settlement reports. This accelerates financial reporting by identifying discrepancies, flagging exceptions, and providing accurate transaction summaries for audit and compliance purposes.

+

Get started

Ready to build

the best

Logo

PayTrace

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first PayTrace workflow. See how V7 Go AI agents can automate your payment reconciliation and settlement reporting in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

PayTrace

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first PayTrace workflow. See how V7 Go AI agents can automate your payment reconciliation and settlement reporting in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

PayTrace

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first PayTrace workflow. See how V7 Go AI agents can automate your payment reconciliation and settlement reporting in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

PayTrace

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first PayTrace workflow. See how V7 Go AI agents can automate your payment reconciliation and settlement reporting in just 30 minutes.

30-minute session

Personalized setup

Live demonstration