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Scoping call

Walk in with a workflow, leave with a plan.

You bring the money flow, markets, and systems. In 30 minutes we name the product lane, surface the blockers, and agree on the next concrete step.

Workflow scopingCoverage gapsIntegration fitLaunch path
Read the docs first
Thu · May 14
30 min

Money movement scoping call

Video 30 min

You'll leave with

  • Starting lane named
  • Proof requests listed
  • Pilot path scoped
Confirm 10:30 AM

Before you join the call

Every call starts with your workflow already on the table

The form captures your workflow upfront

Counterparties, money flow, systems, markets, and exceptions land in the brief. Your first call starts with context, not discovery questions.

Product lane named in the first 10 minutes

Payouts, MoR, virtual accounts, collection, and reporting overlap by design. We name the starting lane on the spot so you skip weeks of evaluation.

Readiness evidence surfaces during scoping

Security, finance, coverage, ERP, and exception evidence shows up as part of scoping. Your launch path stays informed from day one.

What to bring

  • The workflow you want to launch or the one that already hurts
  • Who gets paid, who pays you, and who gets onboarded along the way
  • Target markets, corridors, currencies, and entity structures
  • Connected systems: your ERP, CRM, HRIS, or internal product APIs
  • Known blockers: manual steps, missing audit evidence, support volume, or launch risk

What happens next

  1. 1We name the dominant workflow and call out the gaps in your current stack.
  2. 2We map the product lane, integration approach, coverage requirements, and exception owners.
  3. 3You leave with a concrete next step: a launch scope, an evidence request, a technical review, or a clear no-fit.

Workflows we scope every week

Marketplace, creator, and affiliate payouts

Cover payee onboarding, hold and threshold rules, batch operations, corridor coverage, payout methods, and the finance evidence your team needs at close.

Contractor ops and Merchant of Record

Walk through invoice-linked workflows, tax and profile collection, client billing, contractor payouts, counterparty models, and month-end close outputs.

Virtual accounts, collections, and FX

Trace how funds arrive, match, convert, route, and reconcile on a single connected record instead of four disconnected tools.

Finance ops reporting and enterprise rollout

Review integrations, reconciliation outputs, approval chains, support ownership, audit evidence, and a staged rollout sequence.

How it works

Leave with a decision path you can act on Monday

Want to explore first?

Three ways to narrow the problem on your own

Docs, pricing, and solution comparisons give you enough context to walk into the call with a specific workflow in hand.

Estimate pricing first

Run numbers on payouts, MoR, or collections so you walk into the call with a cost baseline.

Read the docs

Review API patterns, webhook schemas, and rollout guides so engineering has context before the call.

Explore solutions

Compare marketplace, creator, contractor, and affiliate workflows to pick the first lane worth scoping.

Frequently Asked Questions

Who should book a scoping call?+
Any team running payouts, Merchant of Record, virtual accounts, payment collection, or finance ops reporting across multiple markets. The call delivers the most value when the workflow touches product, operations, support, and finance.
What should we bring to the first call?+
The workflow shape, who money moves to or from, which markets matter, current systems, known exceptions, and the evidence finance or leadership needs to greenlight. High-level answers are enough to start.
What happens after we submit the form?+
We identify the dominant workflow, integration needs, coverage priorities, exception paths, and rollout constraints. Most teams move into product fit, an evidence request, technical review, or launch scoping within a week.
Can we start with one workflow and expand later?+
Yes. Most teams launch one narrow money-movement workflow, validate the operating record and exception handling, then expand into additional integrations, coverage, FX, or adjacent modules.
We are not sure which Gruv product fits yet+
That is exactly what the first call solves. We separate payout execution, MoR responsibility, account receiving, collection, reporting, and integration needs so you pick a lane with confidence.
Should engineering or finance join the first call?+
Bring engineering when API, webhook, file, or ERP questions are the blocker. Bring finance when close outputs, approval evidence, reconciliation, or entity responsibility need early answers.
We want to explore on our own before a call+
Start with the self-serve links on this page: docs for integration patterns, the pricing calculator for cost estimates, and solution pages for workflow comparisons. Book the call once you have a specific workflow in mind.

Prefer to start in writing?

Send us the workflow, systems, markets, and blockers. We reply with a recommended next step: docs, pricing, evidence review, or a scoping call.

Book a demoRead the docs

Many teams start with a narrow launch in weeks.