How Birdy Works
Want to Unlock Your Payment Possibilities?
Step One
Chat With Us
Every great partnership starts with a conversation.
Tell us a little about your business — what you do, what you need, and where you’re headed. We’ll listen, offer honest insight, and help guide you toward the right solution. Prefer a phone call? We’d love to chat. Not big on talking? Feel free to fill out our quick discovery form.
Step Two
Discovery
Once we’ve had a chance to review your application and learn more about your goals, we’ll put together tailored options that fit your business.
We’ll walk you through how everything works—from expected rates to the hardware and software you’ll use—so you can make a clear, confident decision. We’re here to make sure you feel informed, not overwhelmed.
Step Three
Proposal
After discovery, we’ll send over a proposal based on the services and solutions you’re interested in.
This is a great time to review it with your team, your accountant—or even that cousin who still pays in cash. Once you’ve had a look, we’ll be here to answer questions, make adjustments, or move forward when you’re ready.
Step Four
Underwriting
Once you approve the proposal, our compliance team will request the documents needed for your industry.
We’ll review everything carefully and submit it to our partner bank for underwriting. From there, the bank will either approve your account or ask for a few more details before moving to the final step.
Step Five
Install
After underwriting is approved, we’ll move to the final step—installation.
Once everything’s set up, your account goes live with your first successful transaction.