PCI DSS Level 1 Compliant

Compliant payments for US finance teams

Process card payments securely across banking, credit-union, and lending operations without card data ever touching your systems. PCI DSS Level 1 capture, audit-ready records, and clean call recordings for every interaction.

The payment risks in US finance

Card payments inside an already-regulated business mean stacking PCI DSS on top of OCC, FDIC, NCUA, FinCEN, and state banking obligations. Generic payment tools weren't built for this.

Stacking PCI on top of bank exam expectations

OCC, FDIC, NCUA, and state banking regulators already demand documented controls. PCI DSS is the one that catches teams off guard — the moment an agent reads a card number on a call, your telephony, your CRM, and your call recording platform all join the audit pile.

Insider risk at the agent desk

Phone-based card payments inside a finance team are a prime target for fraud. Agents handling card data create an insider threat that's hard to monitor, especially across distributed teams or BPO contact centers.

Complex payment workflows

Loan payments, partial payments, fee collections, and recurring billing all need to stay compliant at every stage. One generic terminal doesn't cover the range.

Audit trail demands

Examiners and internal audit demand complete, tamper-resistant records of every transaction. Manual processes make it tough to maintain the detailed audit trails that PCI QSAs and bank examiners both expect.

How Paytia solves it

Every feature addresses the regulatory and security expectations of US finance teams.

DTMF masking technology

DTMF masking replaces keypad tones with flat audio in real time. Agents process payments without ever hearing or seeing card data — the insider threat at the agent desk is gone.

Exam-ready compliance

Built to satisfy PCI DSS alongside the documentation expectations of bank examiners. Dual posture from a single integration, with evidence trails that satisfy both audiences.

Zero card data exposure

Card data never enters your environment. No agent, no system, no call recording ever contains payment credentials — removing the entire attack surface from your finance operation.

Complete audit trail

Every transaction is logged with timestamps, agent IDs, and outcomes. Demonstrate compliance to PCI QSAs and bank examiners with detailed, tamper-resistant records.

3D Secure / EMV 3DS

Strong customer authentication is supported as part of the call flow for card-not-present transactions. Disputes drop, and the audit story for fraud-loss reporting gets simpler.

Multi-gateway support

Process through your existing payment gateway — Stripe, Authorize.net, Chase Paymentech, Elavon, Worldpay, Fiserv, and others. Integrate with your current treasury and reconciliation systems without switching providers.

Why US finance teams choose Paytia

One integration, multiple audit audiences

PCI DSS, internal audit, and bank examiners all want different evidence. Meeting them from a single Paytia integration cuts the overhead of running parallel programs.

Insider fraud becomes impossible

Agents process payments daily — but they never see card numbers, hear them, or have any access to them. That attack vector is simply gone.

Audit-ready by default

Every transaction is logged automatically with timestamps, agent IDs, and outcomes. When QSAs or examiners ask for evidence, it's already there.

Strong authentication without friction

3D Secure / EMV 3DS is built into the call flow. Customers complete the challenge on the phone — no separate login or interruption to the conversation.

Recordings that pass compliance

Compliance and quality teams can record 100% of calls without worrying about card data. DTMF masking handles it at the network level.

Plugs into your existing stack

Paytia works alongside your existing gateway, CRM, and core banking tools. APIs and webhooks connect payment data into your workflows from day one.

Who Paytia fits

Card payments come up across the US finance landscape — from regional banks to specialty lenders. Here's where Paytia fits.

Banks & credit unions

Loan payments, fee collection, account servicing — all the calls where a member or customer pays by card. Paytia keeps card data out of your call recording, your CRM, and your branch systems.

Consumer lenders & finance companies

Auto, personal, and consumer-finance loan servicing teams take payments by phone every day. DTMF masking moves the entire collection function out of PCI scope without disturbing your existing servicing workflow. See our broader financial services page.

Frequently asked questions

Is Paytia regulated by the OCC, FDIC, or a state banking regulator?

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No — Paytia is a technical compliance layer for card payments, not a regulated financial institution. Your acquirer carries the relevant authorizations for taking card payments; we sit in front as the secure capture layer that keeps card data out of your phone calls and recordings. That distinction matters when your compliance team is mapping responsibilities for OCC, FDIC, or state-level examinations. See our PCI DSS attestation for what we do certify.

How does Paytia work alongside our existing acquirer?

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We don't replace your merchant relationship — we sit in front of it. Card data is captured into our PCI DSS Level 1 environment via DTMF masking, then we pass the authorization request straight through to whichever gateway and acquirer you already use. Stripe, Authorize.net, Chase Paymentech, Elavon, Worldpay, Fiserv, and others — all supported. You keep your existing rates, settlement schedules, and treasury relationships. See the integration overview.

Can we use Paytia for both customer payments and operational fees?

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Yes. The platform tags every transaction at the point of collection so customer-facing receipts and operational fees route to the right ledger automatically. The audit trail records the call, the agent ID, the amount, the campaign or account reference, and the gateway response — which is what your compliance team needs when they're reconciling regulated activity for exam purposes. See the call flow for how the tagging happens.

What does the audit trail look like for compliance and exam evidence?

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Every transaction is logged with a tamper-resistant timestamp, the agent ID, the amount, the call reference, the masked card BIN, the gateway response, and any 3D Secure authentication outcome. Exports run to CSV or via API into whichever core banking, loan-origination, or reconciliation system you use. When OCC, FDIC, or state examiners ask for evidence on a specific call, you can produce the full chain in minutes rather than days. Talk to us about your audit format.

Can Paytia integrate with our CRM and core banking systems?

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Yes. We expose REST APIs and webhooks so payment outcomes flow into your CRM, core banking, or loan-servicing tools without manual re-keying. Common integrations include Salesforce Financial Services Cloud, Microsoft Dynamics, nCino, Jack Henry, FIS, and bespoke origination platforms. Most go live in a few days because we're only passing payment metadata into your stack — never card data. Book a demo if you want to see your specific stack mapped out.

Ready to secure payments in finance?

See how Paytia delivers PCI compliance, exam-ready audit trails, and clean call recordings in a single integration.

PCI DSS Level 1
TCPA & HIPAA Aligned

Trusted by US law firms, insurers, healthcare organizations and regulated businesses that can't afford to get compliance wrong. Learn more about Paytia