Getting Started Guide

Welcome to Crassula, a modular, white-label platform for launching fintech products, including neobanks, crypto banking, card issuing, and compliance solutions. This guide will walk you through the initial setup, help you understand the system structure, and direct you to key areas of the Admin Panel so you can begin building your product.

What is Crassula

Crassula provides an infrastructure that lets you create and manage fully branded digital financial services. Whether you're launching a retail banking platform, integrating crypto payments, or issuing payment cards, Crassula equips you with ready-to-use tools, provider integrations, and a customizable Admin Panel to control every aspect of your system.

Explore more: What is Crassula

Your Journey with Crassula

The onboarding process is straightforward and supported by your Crassula manager.

1. Complete Setup and Branding

Submit your onboarding form and brand assets.
Receive demo and production environment credentials.
Configure initial system settings.

The configuration depends on your product offering and is handled individually. Contact our Support team for guidance.

2. Learn the Admin Panel

The Admin Panel is your back-office hub. From here, you can:

Onboard and manage clients.
Configure fees, limits, tiers, and roles.
Create and monitor transactions.
Access reports, statements, and system logs.

Explore more: First steps in the Admin Panel

3. Enable Core Features

Set up features that match your product offering:

Crassula Core: Core banking functionality for account management, balances, ledgers, and transaction processing.
Crassula Hub: The integration layer that connects your products with external providers (banking, payments, KYC, AML, communications) and enables embedded finance use cases.
Crassula Cards: Tools for launching and managing card products (physical, virtual, prepaid, branded) and their pricing structures.
Crassula Crypto: A crypto banking module supporting wallets, custody, transfers, exchange flows, and compliance (Travel Rule, monitoring).
Crassula Apps: Ready-made user interfaces (web, mobile, admin) built on top of the Crassula API, customizable for branding and customer experience.
Crassula AML and Financial Monitoring: Transaction monitoring, suspicious activity detection, and rule-based compliance tools.
Crassula KYC & KYB: Automated verification of individuals and businesses with integrations to external identity providers.

Your system comes pre-integrated with many providers. You can enable and configure these based on your license and agreement.

Key Features Overview

Feature	Description
Banking Module	Issue accounts, enable transfers, and manage payments.
Card Issuing	Configure card products and provider integration.
Compliance	Use KYC/KYB workflows, AML checks, and threshold monitoring.
Exchange & FX	Manage synthetic exchanges, markups, and liquidity.
User Interfaces	Web and mobile apps for clients with full customization.

Next Steps

Once your core modules are set up and your providers are connected, you can:

Test your setup using demo environments. See Environment setup for details.
Learn the basics of Crassula’s back-end and start onboarding users and processing transactions. See First Steps in the Admin Panel for details.

Need help? Our documentation provides step-by-step guidance on each configuration section. You can also contact your Crassula account manager for tailored support.