Managing financial services for legal entities requires a different level of structure, transparency, and control. Corporate clients expect clear ownership data, document-heavy onboarding, multi-step approvals, and contract-based service models. To support these needs, the SDK.finance Platform now includes a dedicated Business Account functionality.
The feature is already available across the system. In the upcoming releases, we’ll refine and expand it further based on customer expectations, industry standards, and project requirements.
Why Business Accounts Matter
Banks, PSPs, EMIs, and embedded finance providers increasingly serve SMEs and corporate clients. These customers require advanced KYB workflows, multi-actor profiles, and a transparent way to manage company structures. The Business Account functionality brings these capabilities into the SDK.finance Platform, giving customers a reliable and compliant framework for onboarding and managing businesses.
Key Capabilities Now Available
Full company profile visibility
Service users can now access a complete company profile directly in the Client section, including:
-
Company details and uploaded documents
-
Company bank accounts
-
Authorised representatives
-
Shareholders and their documents
This gives operational teams the clarity they need to manage corporate clients effectively.
Shareholder approval workflow for Compliance
Compliance specialists can:
-
Approve shareholders once their documents are verified
-
Decline shareholders if information is missing or incorrect
These controls are available through updated API endpoints, supporting automated compliance pipelines.
Company-level approval workflow
Once all shareholder information and company documentation meet the requirements, Compliance can:
-
Approve the company
-
Decline it
-
Request updates from the customer
This structured flow helps maintain regulatory accuracy and simplifies internal reviews.
Contract creation for companies
Service users can create and manage company contracts, with the platform generating standard contract types by default:
-
Base
-
Standard
-
Gold
-
VIP
These templates create a predictable service framework and can be adjusted for different business models.
Demo Access: Explore the Business Account Experience
You can test the Business Account functionality in action through the SDK.finance demo environment.
Visit the Getting Started page to find the demo link and access credentials for a business user.
This provides a hands-on look at company profiles, shareholder structures, approval workflows, and contract management from the perspective of an operational team member.
You can explore how the Business Account functionality works in practice by watching the demo below:
What This Brings to SDK.finance Customers
With Business Accounts, the Platform strengthens its support for products designed for corporate clients, such as:
-
Digital banking applications targeting SMEs
-
PSPs and EMIs onboarding merchants with complex ownership structures
-
Marketplaces and super apps offering business wallets
-
Financial products requiring clear KYB procedures
The functionality is fully operational today, and upcoming releases will focus on enhancements shaped by customer feedback and evolving compliance requirements.
If you’d like to explore how Business Accounts can support your project or discuss customisation options, our team is ready to assist.
