Money Workflows

Write simple rules.
Money moves automatically.

Describe how your money should move in plain English. Tax, splits, payouts - Quidkey handles it.

  • Plain English rules
  • Automatic execution
  • Full audit trail

Write it. It happens.

Describe what you want. Quidkey makes it happen automatically.

You write
"Hold US sales tax by state, county, and city."
Quidkey executes

Tax is calculated and saved in separate accounts automatically.

You write
"Split 70/30 with supplier, hold 10% for returns."
Quidkey executes

Payments split automatically. Returns reserve held separately.

You write
"Convert to USD weekly at best rate."
Quidkey executes

Currency converts on schedule. Settles to your bank.

You write
"Pay supplier when delivery is confirmed."
Quidkey executes

Funds release when conditions are met.

You write
"Refund to original bank account."
Quidkey executes

Instant refunds back to customer bank accounts.

You write
"Hold 5% reserve for 30 days on large orders."
Quidkey executes

Risk-based holds release automatically after the period.

How it works

Three steps to automate your money.

1

Write your rule

Describe what should happen in plain English.

2

Review the logic

See exactly what will execute before it goes live.

3

It runs automatically

Every payment triggers your workflow. No manual work.

What you can automate

Common workflows businesses use.

Tax

Calculate and hold sales tax by jurisdiction.

Splits

Distribute payments to multiple parties.

FX & Settlement

Convert currencies and settle to your bank.

Reserves

Hold funds for returns, disputes, or risk.

Escrow

Release funds when conditions are met.

Refunds

Send money back to customer bank accounts.

Ready to automate?

Stop moving money manually. Start writing rules.