Getting Started: Business Setup

For decision makers, business owners, and non-technical team members

Welcome to Lithic 👋

Lithic is a modern card issuing platform that helps businesses create, manage, and control payment cards. Whether you're building a fintech app, launching a corporate card program, or adding payment features to your platform, we make card issuing simple and powerful.

What You Can Build 🚀

Popular Use Cases:

Corporate Cards: Employee spending cards with real-time controls
Fintech Apps: Consumer payment cards for your platform
Marketplace Payments: Vendor payouts and expense management
Embedded Finance: White-label card programs

Get Started in 3 Simple Steps

Step 1: Business Setup (2-3 Days)

What you need:

Basic business information (name, address, industry)
Business license or incorporation documents
Recent bank statements (last 3 months)
Information about business owners (25%+ ownership)

Why we need this: Banking regulations require us to verify your business identity and financial stability. It's standard for any financial services partner.

Timeline: Submit documents → Initial review within 24 hours → Follow-up questions (if any) → Decision

Step 2: Account Approval (5-10 Business Days)

What happens:

Our compliance team reviews your business
We may ask clarifying questions about your use case
You'll get assigned a dedicated customer success manager
Approval notification with next steps

Status updates: We'll email you progress updates and let you know if we need anything else.

Step 3: Dashboard Access (Same Day as Approval)

You'll receive:

Login credentials for your Lithic dashboard
Immediate access to sandbox environment
Step-by-step setup guide
Direct contact with your customer success manager

Access Your Dashboard 🖥️

Once approved, you'll receive an email with your dashboard login. Here's what you'll find:

Dashboard Overview

Key Sections:

Cards: Create and manage test cards
Transactions: Monitor all card activity
Controls: Set spending limits and restrictions
Settings: Configure your account and preferences

First Login Checklist

Complete your profile setup
Review your account settings
Enable sandbox mode (testing environment)
Create your first test card

Enable Sandbox Mode 🧪

What is Sandbox Mode?
A safe testing environment where you can:

Create unlimited test cards
Simulate transactions
Test your integration
Explore all features without real money

How to Enable:

Log into your dashboard
Toggle "Sandbox Mode" in the top navigation
Green indicator = sandbox active
You're now ready to test!

Sandbox Features:

All transactions are simulated (no real money)
Test with fake card numbers and data
Perfect for demos and proof-of-concepts
Unlimited testing at no cost

Ready for Production? 💼

Production Access Requirements

To process real transactions, you'll need:

Completed business verification (already done!)
Technical integration completed
Production environment setup
Volume and pricing agreement

Contact Our Sales Team

Ready to go live or have questions about pricing?

📞 Contact Sales

What to expect:

30-minute consultation call
Custom pricing based on your volume
Technical integration planning
Go-live timeline discussion

Typical Production Timeline

Week 1-2: Technical integration in sandbox
Week 3: Production environment setup
Week 4: Testing and go-live preparation
Go-Live: Full production access

Most customers are processing real transactions within 2-4 weeks.

Need Help? 🆘

Your Customer Success Manager

Once approved, you'll have a dedicated contact who can help with:

Business questions and account setup
Integration planning and timeline
Troubleshooting and support
Feature requests and customization

Quick Support Options

Dashboard Help: Look for the "?" icon in any section
Documentation: Technical guides for your developers
Status Page: Check system status and updates
Support Chat: Available during business hours

Common Questions

Q: How much does Lithic cost?
A: Pricing depends on your transaction volume and features needed. Contact sales for a custom quote.

Q: Can I test everything before committing?
A: Yes! Sandbox mode gives you full access to test all features with no cost or commitment.

Q: How long until I can process real transactions?
A: Most customers go live within 2-4 weeks after business approval.

Q: What if I need custom features?
A: We offer extensive customization. Discuss your needs with your customer success manager.

Next Steps 🎯

For Business Stakeholders

Explore your sandbox dashboard
Create test cards and simulate transactions
Schedule a call with your customer success manager
Plan your technical integration timeline

For Your Development Team

Share sandbox access credentials
Point them to Getting Started: Developer Integration
Review our Postman Collection for API testing
Check out Integration Guides for implementation

Congratulations! You're all set up and ready to start testing with Lithic.

Questions? Your customer success manager is here to help guide you through every step.