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Setting up Stripe KYC for Your Company on Happl

Soundarya Iyer avatar
Written by Soundarya Iyer
Updated over 2 months ago

Who is this for?

Happl admins and finance stakeholders responsible for enabling global allowances, issuing employee spend cards, or handling reimbursements.


Why Stripe KYC Matters

To enable Happl’s financial features — including issuing cards, automating allowances, and processing reimbursements — we’ve partnered with Stripe, a trusted global payments platform.

Before your organisation can issue cards or distribute funds, you must complete a Stripe KYC (Know Your Customer) verification.

This ensures regulatory compliance and security, in line with financial regulations across each operating country.


What Does Stripe KYC Involve?

Stripe KYC is a compliance process that verifies your company’s identity and ownership structure. This is required for Happl to:

  • Issue virtual or physical cards to employees

  • Fund global employee allowances

  • Enable automated reimbursements

  • Support multi-currency withdrawals

Stripe KYC requires you to provide:

  1. Company information

    Legal name, registered address, business registration number, country of incorporation

  2. Shareholder & Director information

    Details of individuals who own or control the business

  3. Authorised representative

    A person authorised to act on behalf of the business (usually the admin filling this out)

  4. Supporting documents

    These may include:

    • Government-issued photo ID

    • Proof of business registration

    • Proof of address (e.g. utility bill, bank statement)

Stripe may also run automated verification checks or request additional documents depending on your country.


How to Set Up Stripe KYC in Happl

Setting up is simple — Happl will guide you through the secure onboarding process on the platform.

Step-by-step:

  1. Log into your Happl account

  2. Navigate to Company Settings → Company

  3. At the bottom of this page you will see a section called 'Country Card Accounts'. Select the specific entity, or all that you wish to set up. These can be either the EU, US, or UK.

  4. Complete the onboarding form powered by Stripe

  5. Upload any required supporting documents

  6. Submit and wait for verification (usually completed within 24–72 hours)

You’ll receive an email and dashboard notification if additional documents are needed. Once verified, you’ll be able to issue cards and distribute funds globally.


What You Can Still Use Without Stripe KYC

If you’re not planning to issue allowances, cards, or use Happl for financial reimbursements, you can still use many of Happl’s features without completing Stripe KYC.

These include:

  • Benefits Management (set up and assign global or local benefits)

  • HRIS Integrations (e.g. BambooHR, HiBob, Workday)

  • Custom Grouping & Eligibility Rules

  • Employee Engagement Tools (e.g. gifting, surveys, shoutouts)

  • Perks & Discounts Marketplace

  • Onboarding Flows & Local Country Guides

  • Payroll Reporting (non-automated)

You only need Stripe KYC if you’re unlocking spending, card issuance, or

reimbursement features.


Frequently Asked Questions

Who needs to complete Stripe KYC?

A director or shareholder of the company must complete the Stripe KYC form. This is a legal requirement to verify the ownership and authority of the entity before issuing financial products.

Can we skip Stripe KYC if we’re not using cards or allowances?

Yes. You can use most of Happl without KYC, but card or allowance features will remain disabled until verification is complete.

What if our verification is delayed or rejected?

Stripe will provide the reason and next steps in-app. You can also contact support via your Happl dashboard for help.


Need Help?

If you get stuck during the setup, reach out via live chat or email us at [email protected]. We’re happy to help you get up and running.

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