BOTTOMLINE PAYMENT SERVICES LIMITED

PTX

PTX is a cloud-based payment platform for business payment solutions. Confirmation of Payee allows compliance with Direct Debit scheme rules, combats error and fraud. Pay Direct enables the collection of open banking payments.

Features

• Receivables
• Payment Verification
• Confirmation of Payee
• Open Banking Payments

Benefits

• Safely and securely manage Business payments and collections
• Bank Account Verification and Validation
• Open Banking Payments

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at Chris.Toon@bottomline.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

664691206365291

Contact

Chris Toon
+44 1183 540928
Chris.Toon@bottomline.com

About your service

• Service categories:

  Applications

  Enterprise resource management

  Financial

  • Financial and Accounting Applications
  • Accounts Receivable Applications
• Multi cloud support: No

Service scope

• Software add-on or extension: No
• Cloud deployment model: Private cloud
• Service constraints: Maintenance windows (publicised when used): - Tuesday & Thursdays - 4am until 7am - Saturday & Sunday - 00:00 until 07:30
• System requirements: N/A

User support

• Email or online ticketing support: Yes
• Support response times: According to contracted SLAs
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes
• Web chat support availability: 24 hours, 7 days a week
• Web chat support accessibility standard: WCAG 2.2 AA
• Web chat accessibility testing: Salesforce provides details of its compliance with WCAG 2.1 AA standards for its current web chat offerings on the Salesforce Compliance Site. https://compliance.salesforce.com/en/categories/wcag
• Onsite support: Yes, at extra cost
• Support levels: Support is a single level of support accessed via the Customer Care Portal. All clients will have an Account Manager, and can also be assigned a Customer Success Manager if required.
• Support available to third parties: Yes
• AI chatbot: No

Onboarding and offboarding

• Getting started: Bottomline will set the system up working with the project manager to ensure all data is accurate and correct, full training is given via Teams and the readme site has full explanation as to how to use the system. Onsite training is available at additional cost but we tend to find most customers are happy with remote training.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
  • Other
• Other documentation formats:
  • Word (docx)
  • Excel (xlsx, csv)
• End-of-contract data extraction: Depends on product module. To be discussed with Account Manager.
• End-of-contract process: Included in T&Cs
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Website (ReadMe) and online documents

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The majority of customers access using a desktop or integrate via the API. End user forms are compatible on both mobile and desktop
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: PTX allows API integration for select functionality in addition to the use of the UI.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: None
• API: Yes
• What users can and can't do using the API: You can add and manage API clients to create API based integrations with our PTX system. From the API Clients screen you can: Create new API clients View the Client ID and Secret for a client Delete existing API clients Enable/disable a client from accessing each Module. This includes performing CoP checks and initiating open banking payments.
• API documentation: Yes
• API documentation formats:
  • HTML
  • Other
• API sandbox or test environment: Yes
• Customisation available: No

Scaling

• Independence of resources: Resources are clustered and user activities are load balanced to dedicated resources e.g. API request activities are segregated from UI Users.

Analytics

• Service usage metrics: Yes
• Metrics types: API, Callbacks, Regular Reporting, Volume Usage, CSV or PDF download.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Other
• Other data at rest protection approach: Our encryption standards comply with ISO/IEC 27001-2013 standards as well as follow NIST and COBIT controls. Data at rest is stored on encrypted using Oracle's Transparent Data Encryption - AES 256
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type: Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: Transaction data can be manually exported as a CSV file. Data can also be exported automatically using the API or a callback URL.
• Data export formats:
  • CSV
  • Other
• Other data export formats: API
• Data import formats:
  • CSV
  • Other
• Other data import formats: API

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: PTX aims to exceed 99.9% uptime but has no contractually committed SLA.
• Approach to resilience: Available on request
• Outage reporting: Status hub and email alerts

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Username or password
• Access restrictions in management interfaces and support channels: We restrict tenancy management only to Bottomline Platform Administrators. Both the Bottomline Platform Admins and Customer Admins can do the User, API Clients, Roles management.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: Between 6 months and 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Please request "Information Securities Policy".
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Weekly CAB meetings held to discuss, review and authorize changes to production systems. Pre-production test environments used for testing releases prior to deploys (including with customer access) Full SDLC available on request.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Refer to "Patch and Vulnerability Management Standard"
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: At Bottomline, we use a QRadar SIEM to capture audit information with respect to authentication, network devices, firewalls, anti-virus, and key production systems. This information is checked daily by the Security Operations Team and used to track offenses and anomalous activity as well as vulnerability scanning and remediation. Log reviews are performed regularly each business day, as well as ad-hoc during investigation or threat hunting activities.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Please refer to "Incident Reporting Standards"
• Post-quantum cryptography secure: Yes

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: MSECB
• ISO/IEC 27001 accreditation date: Thursday 30 October 2025
• What the ISO/IEC 27001 doesn’t cover: Certification Scope: Information Security Management System (ISMS) for the Supply of secure transactional services via Bottomline’s PTX solution and BTS outsource printing, in accordance with the Statement of Applicability(SoA), V5.0 dated October 2025 *Originally certified by another certification body since October 2016
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: No
• Cyber Essentials Alternative: In relation to the services you do not have a current and valid Cyber Essentials certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials certificate by one of the government approved accreditation bodies within 12 months of the date of award.
• Cyber essentials plus: No
• Cyber Essentials Alternative: In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at Chris.Toon@bottomline.com. Tell them what format you need. It will help if you say what assistive technology you use.