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How Payric Works

A straightforward approach to managing your business finances securely. Payric brings together the essentials you need in one clean platform.

Simple 3-Step Setup

Get started with Payric in minutes. Our focus is on making financial management accessible from day one.

1

Create Your Business Account

Sign up with your business email and basic company information. We verify your identity to ensure a secure starting point.

  • No credit card required for trial
  • Quick business verification
  • Team member setup available
  • Customizable dashboard
2

Connect Your Financial Sources

Securely link your bank accounts and payment sources. We use encryption to keep your data protected during setup.

  • Connect bank accounts securely
  • Integrate with payment processors
  • Sync with accounting tools
  • Set up automated imports
3

Start Managing & Optimizing

Access your dashboard to track payments, view insights, and manage your finances with clarity.

  • Real-time financial overview
  • Automatic transaction sorting
  • Custom alerts and notifications
  • Basic report generation

Connect Your Tools

Payric works with the financial tools you use, creating a more connected view of your business finances.

Bank Connections

Connect with major banks using secure API connections

Payment Processors

Stripe, PayPal, and other payment gateways

Accounting Software

QuickBooks, Xero, and other accounting platforms

E-commerce Platforms

Shopify and other online store platforms

API Access

Custom integrations with our developer API

More Coming Soon

We're actively expanding our integration options

Note: Some integrations are in development. We're building based on customer feedback.

How Payric Helps Your Business

Designed to make financial management clearer and more efficient for growing businesses.

Save Time on Manual Tasks

Reduce manual data entry and reconciliation with automated processes and smart categorization.

Clear Financial Overview

See your complete financial picture with organized dashboards and straightforward reporting.

Built with Security in Mind

Designed following security best practices to help protect your financial data.

Practical Financial Insights

Access basic analytics to understand your cash flow and business performance.

Simple Team Collaboration

Share access with team members using straightforward permission settings.

Grow with Your Business

Designed to support your business as it grows, with features that scale with you.

Designed for Different Business Types

Payric adapts to your specific needs, whether you're just starting or already growing.

Small & Growing Businesses

Perfect for businesses that need to manage finances efficiently without a dedicated accounting team. Payric provides tools to track cash flow and understand your financial position.

Cash Flow Tracking

Monitor money coming in and going out with automatic categorization.

Basic Reporting

Generate simple financial reports to understand business performance.

Expense Management

Track business expenses and prepare for tax time.

Online Businesses

Simplify your online business finances with payment processing integration and sales tracking.

Sales Reconciliation

Match online sales with bank deposits automatically.

Payment Processing

Accept payments and track them alongside other income.

Platform Integration

Connect with e-commerce platforms you use.

Service Businesses & Freelancers

Manage client billing, track project expenses, and handle your business finances in one place.

Client Invoicing

Create and track invoices for client work.

Expense Tracking

Categorize business expenses for tax purposes.

Income Management

Track different income streams and payment methods.

Common Questions

Answers to questions we often hear from businesses getting started with Payric.

How long does setup take? +

Most businesses can complete the basic setup in 15-30 minutes. Account creation takes about 5 minutes, and connecting your bank accounts typically takes another 10-20 minutes. We provide clear guidance at each step.

Is my financial data secure? +

We take security seriously. Payric uses encryption for data in transit and at rest. We follow security best practices and are building toward industry standards. Your data is never shared without your permission.

Can I use this with my existing accounting software? +

Yes, we integrate with popular accounting platforms like QuickBooks and Xero. You can sync transactions and financial data between systems. Many businesses use Payric alongside their accounting software for payment processing and financial overview.

What happens during the trial period? +

During the 14-day trial, you get full access to all Payric features. You can connect your accounts, test payment processing, generate reports, and explore the platform. No credit card is required to start your trial.

What kind of support do you offer? +

We offer email support and have a growing knowledge base with guides and tutorials. As an early-stage product, we're focused on providing helpful, responsive support to our customers. We're also building out more support options as we grow.

Can I customize the dashboard? +

Yes, you can customize which information appears on your main dashboard. Choose the metrics that matter most to your business and arrange them to fit your workflow. More customization options are in development based on customer feedback.

Ready to Simplify Your Business Finances?

Join other businesses using Payric to manage their finances more clearly. Start your free trial and see how it works for you.

No credit card required • Full platform access • Setup support available