a Sagan program ยท currently in private beta

CayPal Vendor Payment Batches Agent

The EDI file downloads from approved batches and uploads to Butterfield Bank, replacing per-payment portal logins. Dual approval with 2FA enforces authorization. The audit log captures who changed which vendor bank detail and when.
before

Cayman businesses log into Butterfield Bank portals one payment at a time, entering vendor bank details manually, waiting for email 2FA codes, and repeating across multiple accounts every day. Bank details are stored in QuickBooks or spreadsheets and are vulnerable to interception. There is no audit trail of who changed which vendor bank detail or when.

after

Vendor payments are selected, batched by currency, routed through dual approval with 2FA, and exported as a Butterfield-ready EDI file. Bank details are locked in CayPal and changes require approver authorization. Every action is logged: who did what, when, and on which payment.

financial services / accounting / offshore banking / corporate services / payment processing / approval workflows / financial operations / Postgres / Better Auth / Butterfield Bank / TOTP authenticator /  financial services / accounting / offshore banking / corporate services / payment processing / approval workflows / financial operations / Postgres / Better Auth / Butterfield Bank / TOTP authenticator / 
the problem

Manual bank portal logins create friction and fraud risk.

Cayman businesses pay vendors by logging into Butterfield Bank portals one payment at a time, entering details manually, waiting for email 2FA codes, and repeating across multiple accounts every day.

01
Manual portal logins

Each payment requires a separate login, data entry, and 2FA confirmation. Multiply that by dozens of vendors and multiple currencies per day.

02
Fraud vectors

Bookkeepers with unrestricted access, intercepted vendor emails redirecting payments to attacker accounts, and no audit trail of who changed which bank detail and when.

03
No batch workflow

Payments cannot be grouped by currency, reviewed together, or dual-approved before release. Each payment is a separate transaction.

the math, if you want to look

Replace manual logins with a batch-approval workflow that locks bank details.

proof 01
One workflow, not twelve logins

Select vendors, batch by currency, submit once. The EDI file downloads ready for Butterfield upload.

proof 02
Dual approval with 2FA

Two authorized approvers must sign off before payment is released. Reduces single-actor fraud risk.

proof 03
Bank details locked behind authorization

Vendor bank account changes require approver sign-off. Intercepted vendor emails cannot redirect payments.

proof 04
Full audit log

Every action is recorded: who changed which vendor bank detail, when, and what was approved. Fraud forensics are built in.

CayPal turns vendor payments into a single workflow: select bills, route through dual approval with 2FA, and download a Butterfield-ready EDI file. Bank details are locked behind authorization workflows. Every change writes to an audit log. Your team approves batches instead of typing into web forms.

how it works

From vendor selection to approved EDI file in one workflow.

CayPal consolidates Butterfield Bank payments into a batch-approval process. Submitters select vendors and amounts. Approvers review and authorize with 2FA. The system generates a Butterfield-compatible EDI file ready for download and upload.

step 01
Select vendors and amounts

Submitter picks vendors from the secure vendor database, enters payment amounts, and sees the batch auto-grouped by currency (KYD or USD).

step 02
Submit for approval

Batch is locked and routed to the approver queue. Submitter cannot modify after submission.

step 03
Approver reviews and authorizes with 2FA

Approver sees the pending batch, reviews vendor details and amounts, and authorizes with a fresh TOTP 2FA challenge.

step 04
EDI file generates

System generates a Butterfield Bank-compatible EDI file for each currency batch, ready for download.

step 05
Download and upload to Butterfield

User downloads the EDI file and uploads it to the Butterfield Bank portal by hand. Batch state updates to reflect manual upload confirmation.

ai agent · estimator console inputs transform outputs public preview
inputs
Vendor database +

Secure, multi-tenant vendor records with name, bank details, currency (KYD or USD), email, and Cayman-specific fields. Per-tenant isolation ensures each customer's vendors are invisible to others.

Payment selections +

Submitter picks vendors and enters payment amounts. System auto-groups by currency.

Approver authorization +

Approver reviews batch and authorizes with TOTP 2FA. Dual approval (two approvers required) is configurable per tenant.

transformation
Batch grouping by currency +

Selected payments are automatically grouped into KYD batches and USD batches. Mixed-currency batches cannot be submitted.

Dual-approval routing +

Submitted batch enters approver queue. Approver must authorize with fresh 2FA challenge.

EDI file generation +

System generates Butterfield Bank-compatible EDI file from approved batch, containing payee bank details, amounts, references, and dates in Butterfield's exact format.

outputs
Butterfield-ready EDI file +

One file per currency per batch, in Butterfield Bank's format, ready for download and manual upload to the bank portal.

Audit log entry +

Every action is recorded: vendor selection, batch submission, approval, EDI generation, and manual upload confirmation. Includes who, what, when, and before/after state where applicable.

Batch state tracking +

Batch progresses through states: submitted, approved, edi_generated, uploaded_manually. Each state transition is timestamped and logged.

draft ready for estimator review _
tech used
Postgres databaseBetter Auth with TOTP 2FAButterfield Bank EDI formatHono backendHTML + Tailwind + htmx frontend
tool alternatives
Alternative Cayman banks (CIBC, RBC, Cayman National, Scotiabank) supported in future phases
honest qualification

Is this for you?

built for you if
  • + Cayman accounting firms - Manage vendor payments for multiple client entities. CayPal's multi-tenant architecture isolates each client's vendors and payments.
  • + Law firms and corporate service providers - Handle payments for offshore entities and trust accounts. Dual approval and audit logs meet governance and fraud-prevention requirements.
  • + Businesses paying in KYD and USD - CayPal batches payments by currency and generates separate EDI files for Butterfield upload.
  • + Teams that need fraud controls - Bank details locked behind authorization workflows. Audit log captures every change. Dual approval prevents single-actor fraud.
not for you if
  • - US-based businesses - CayPal is built for Butterfield Bank and Cayman Islands payment workflows. US businesses should use QuickBooks Online, Bill.com, or their bank's native ACH/API integrations.
  • - Businesses needing automated bank uploads - v1 requires manual EDI upload to Butterfield. Automated upload via Browserbase is planned for v2.
  • - Businesses on other Cayman banks - v1 supports Butterfield Bank only. Other Cayman banks (CIBC, RBC, Cayman National, Scotiabank) have different EDI formats and portal UIs. Multi-bank support is deferred.
  • - Businesses needing QuickBooks invoice pull - v1 requires manual entry of payment amounts. QuickBooks Online integration to pull bills and invoices is planned for v2.
pricing

Pricing and build model.

to build

CayPal is a custom build for Cayman businesses. Pricing is scoped per engagement and based on the number of tenants, users, and payment volume.

then
  • v1 is a scoped build for internal use (Encompass and James's law firm) with manual EDI upload to Butterfield.
  • v2 will add automated bank upload via Browserbase and QuickBooks Online integration.
  • Multi-bank support and self-serve customer onboarding are planned for later phases.
  • Pricing is determined per tenant and usage tier. Contact Sagan for a custom quote.
FAQ
How does CayPal replace manual Butterfield Bank logins?

Instead of logging into Butterfield Bank one payment at a time, you select vendors in CayPal, batch them by currency (KYD or USD), route the batch through dual approval with 2FA, and download a Butterfield-ready EDI file. You then upload the file to Butterfield once. Bank details stay locked in CayPal and changes require approver authorization.

What happens if a vendor's bank details need to change?

Bank detail changes in CayPal require approver authorization. A submitter cannot edit and save a vendor's bank account number directly. Instead, the change request enters a pending state and must be approved by an authorized approver with 2FA confirmation. This prevents intercepted vendor emails from redirecting payments to attacker accounts.

Can I batch payments in different currencies together?

No. CayPal automatically groups selected payments into separate KYD batches and USD batches. Mixed-currency batches cannot be submitted. Each currency batch generates its own EDI file for Butterfield upload.

Who can approve a payment batch?

Only users with the Approver role can authorize payment batches. Approvers must confirm their approval with a fresh TOTP 2FA challenge (using Authy or Google Authenticator), even if they are already logged in. Dual approval (two approvers required) is configurable per tenant.

What does the audit log track?

The audit log records every action: who selected which vendors, when batches were submitted, who approved them, when EDI files were generated, and when they were uploaded to Butterfield. It also tracks vendor bank detail changes, including who requested the change, who approved it, and when. This creates a complete fraud-forensics trail.

Is CayPal right for my US-based business?

No. CayPal is built specifically for Butterfield Bank and Cayman Islands payment workflows. US businesses should use QuickBooks Online, Bill.com, or their bank's native ACH and API integrations. CayPal's multi-tenant architecture, dual-approval model, and EDI format are designed for Cayman accounting firms, law firms, and corporate service providers.

Do I need to manually upload the EDI file to Butterfield?

Yes, in v1. You download the EDI file from CayPal and upload it to the Butterfield Bank portal by hand. The batch state updates to reflect the manual upload. Automated upload via browser automation is planned for v2.

Can CayPal pull invoices from QuickBooks?

Not in v1. You manually enter payment amounts against vendor selections in CayPal. QuickBooks Online integration to pull bills and invoices is planned for v2, allowing you to populate the payment queue directly from your accounting system.

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next step

Replace manual Butterfield logins with a batch-approval workflow.

CayPal consolidates vendor payments into a single workflow with dual approval, bank-detail authorization, and full audit logging. Built for Cayman businesses managing payments across multiple entities.