Gateway Financial
For bookkeeping

Payments tuned for bookkeeping

Most Bookkeeping teams want one partner who can explain the statement without a sales script. That matches what we hear: monthly retainers that rebill.

Most Bookkeeping teams want one partner who can explain the statement without a sales script. That matches what we hear: monthly retainers that rebill cleanly, with savings on business cards. Cost and risk spike when fraud and chargebacks on card-not-present orders, or when recurring billing that is clumsy or quietly drops saved cards. Gateway focuses on fraud & chargeback tools: protect card-not-present revenue with the right safeguards in place. Transparent interchange-plus and a specialist who answers.

1Reality check

Sound familiar?

These are the friction points we hear most often from bookkeeping before a savings review.

  • Recurring billing that is clumsy or quietly drops saved cards
  • Chasing invoices and waiting on checks to clear
  • Business and government cards costing far more than they should
  • Fraud and chargebacks on card-not-present orders
  • Statements you cannot actually read or verify
2Payment motion

How bookkeeping get paid

Your underwriting, equipment, and pricing should match this flow, not a generic countertop setup.

  • Retainers, invoices, and trust-adjacent card payments
  • Day-to-day monthly retainers that rebill cleanly, with savings on business cards
  • Phone and email orders completed via secure pay link
  • Remote approvals without keyed card numbers
  • Monthly and quarterly plans rebilled on file
3Setup

What we configure for your vertical

  • Chargeback response workflow
  • Recurring and saved cards: Tokenized rebilling with card updater and retries
  • Tokenized recurring with card updater and smart retries
  • Vaulting so cards never live in spreadsheets
  • Invoicing and pay-by-link: Secure links and stored cards for faster collection
4Watchouts

Worth knowing before you switch

  • Blended rates hide true cost until you line up interchange categories
  • Keyed card numbers widen PCI scope and inflate CNP pricing
  • Fraud and chargebacks on card-not-present orders
5Support

How Gateway helps

Practical outcomes we configure for bookkeeping, on top of transparent interchange-plus pricing.

Recurring & saved cards

Tokenized cards on file with reliable rebilling, card-updater, and smart retries.

Invoicing & pay-by-link

Send a secure link and get paid fast, with cards stored safely for next time.

Level 2 & 3 optimization

We pass tax and line-item data automatically so B2B and government cards qualify for the lowest rates.

Fraud & chargeback tools

Protect card-not-present revenue with the right safeguards in place.

Real human support

A dedicated specialist who actually answers, plus our written savings guarantee.

The bottom line

  • Chargeback response workflow
  • Recurring and saved cards: Tokenized rebilling with card updater and retries
  • Tokenized recurring with card updater and smart retries
  • Vaulting so cards never live in spreadsheets

Common questions

We align secure pay links and hosted checkout with how your customers actually pay.

Ready to lower your bookkeeping fees?

Send one statement. We’ll show you exactly what you could save, with no commitment.