Get started with Atlar

Whether you're technical or not, Atlar’s documentation has you covered — from key concepts to step-by-step guides for configuration and integration. If you're working with the Atlar API, you’ll also find everything you need to get up and running fast. If you're not already in touch with us and would like to learn more, reach out to [email protected] to book a demo or ask about our products. We’re happy to help you get started!

Below is a quick overview of the implementation process. If you have any questions, feel free to reach out to your Atlar contact or drop us a message.

1. Kick-off call

We’ll schedule a kick-off to align on the scope, requirements, and expectations. This includes setting up your production organization - the environment that will connect to your Payment Service Providers (PSPs), banks, and ERP(s).

2. Onboarding third parties

To use Atlar, you’ll need direct connectivity with your third parties (via SFTP, EBICS, API or other connectivity channels). Atlar provides pre-filled templates to make onboarding easier and coordinates the process with your third parties.

3. Implementation

Atlar leads the implementation from start to finish. This includes building and testing the integrations with your third parties. If you're connecting your ERP, we’ll help set that up too.

4. Production

Once integrations are complete, we’ll move into production testing and finalize your setup. What we’ll do:

  • Customize roles, entities, accounts, approval flows, MFA/SSO
  • Enable cash management by connecting your accounts
  • Support forecasting with tailored data and insights
  • Test payments with penny transfers
  • Validate ERP integration with statement delivery and test payments

This stage ensures everything works as expected before you go live.

5. Ramp up & Going Live

We’ll help you roll out usage across your team — including onboarding users and running internal demos if needed. Once you’re fully up and running, we’ll wrap up the project together and transition into ongoing support.