How to choose the right platform for your cash disbursements

Emily Patz
Emily Patz
Posted June 10, 2024 in Cash Disbursements, Payouts

From reimbursements and rebates to claim settlements and appeasements, cash disbursements and payouts are now common practice for many of today’s businesses.

The platform you choose to manage these essential tasks will impact your everyday processes, so it’s worth your time to seek out the right fit.

To help you get started, consider streamlining your platform evaluation process by zeroing in on the most important features. We’ve got you covered with this handy shortlist to help guide your decision-making.


5 things to consider when choosing a platform for bulk cash disbursements and payouts

Whether you attend a product demo or check out a platform’s website, look for these product must-haves to determine the best choice for your business’s cash disbursements, rebates, and claim settlements.

1. Security and compliance

Regardless of the occasion, customers expect payments on demand. But picking up the pace doesn’t dismiss the need for secure cash disbursements. Ensure that each disbursement or payout is sent securely and that your business’s and recipients’ data is safe by confirming that a platform has the following features:

  • SOC 2 Type II compliance
  • PCI compliance
  • 2FA and SSO authentication
  • Advanced fraud monitoring

2. Positive brand reputation

Choosing an intuitive platform is key to your team’s efficiency in distributing large-scale payouts and cash disbursements. Don’t rely on a platform’s website or demo alone. For the most clear-eyed view, see what their users say. Ask yourself:

  • Does the company have positive reviews on popular platform review sites like G2?
  • What are people saying about the platform on social media?
  • Do brands I recognize and trust use this platform?

3. System flexibility and customization

Your company’s processes are just that—your own. Rather than shifting your processes to fit a platform, choose a platform that can flex to fit the unique needs of your business and customers.

When evaluating a platform for bulk cash disbursements and payouts, ask the sales team if the product offers a public API that can sync with your existing platform or website to streamline disbursements.

4. Intuitive user experience

Chances are multiple teams at your company will rely on this platform to ensure customer or recipient satisfaction, which makes ease of use a critical feature.

Don’t take the plunge on a platform unless you’ve seen its bulk payout and cash disbursement process for yourself, and consider inviting multiple stakeholders to attend a demo or test the platform with the following questions in mind:

  • Are the steps to issuing bulk payments intuitive?
  • Is the interface clean and scannable?
  • Are product features easy to navigate?

5. Top-notch user support

Whether you want new ways to optimize your payout processes or need a hand navigating a platform task, having a reliable live support team or a specifically assigned Customer Success representative just a phone call away is an absolute must.

Find out if user support is an included feature and ask if team members are specifically available to assist with bulk disbursements and payouts.

Also, be sure to ask how support is given during your sales process. For example, are support team members permitted to walk users through a task, or are users expected to navigate a support article?

There’s no wrong answer to any of the above, but understanding how a company defines support can give you the information you need to choose the platform that’s best for your team.


Giftogram checks every box

If you’re looking for a platform to improve your payout process, add Giftogram to your list.

Giftogram offers the security features, support, ease of use, and system customization that check every box on this list. Not to mention, we’ve earned stellar reviews from hundreds of happy users. 

Discover how Giftogram can partner with your business to transform your processes for bulk cash disbursements, as well as other critical business initiatives.

Contact the Giftogram team at or call 973-887-1600 to get started.

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Create a free account to get started or call us, Monday-Friday, 9am-9pm EST, at +1 (973) 887-1600.

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