Unlayer

Content creation, built into your finance and payments platform.

Embed Unlayer's email, page, and document builders so your users design payment confirmations, statements, and compliance comms without leaving your product.

The Unlayer editor mid-edit on a Finovate banking transactional email: a centered canvas shows a 'Payment confirmed' hero with a large amount, merchant brand, card last 4, and a 'View receipt' CTA, plus a small recent-activity table; the right rail lists draggable blocks (Columns, Button, Divider, Heading, Text, Image, Carousel, Social, Menu, Timer, HTML) with the Heading block grabbed, and an 'Ask AI to add content' prompt sits at the bottom right.
Who it's for

Built for every kind of finance and payments platform.

From payment processors to wealth platforms, embed our builders wherever your users need to create.

Payment Processors & Digital Banks

Branded payment confirmations, fraud alerts, and secure transaction receipts.

Subscription & Billing Platforms

Trial reminders, renewal nudges, dunning sequences, and payment recovery flows.

WealthTech & Investment Platforms

Portfolio statements, performance recaps, and compliance disclosures.

Lending & Insurance Platforms

Loan approvals, policy renewals, and claim-status updates.

Our customers

Mastercard
Bank of America
Chargebee
Zuora
Fidelity
Primerica
Kurtosys
InvestorHub
Finnovate
MadeMarket
Tradebank
Lightspeed
Credit Clear
Common challenges

The content gap in finance and payments platforms.

Without embedded creation tools, finance teams can't ship branded customer comms at the cadence their cardholders, merchants, and account holders expect.

Without Unlayer

  • Finance teams wrestle with off-platform tools to design transactional emails and statement pages.

  • Renewal, dunning, and confirmation comms are stuck in rigid, generic templates.

  • Every team stares at a blank page when launching a new card, plan, or product announcement.

  • Engineering teams hand-roll a PDF pipeline for receipts, statements, and invoices.

  • Cardholders, merchants, and enterprise accounts all get one-size-fits-all messaging.

  • Building a content editor in-house costs years of engineering and ongoing upkeep.

With Unlayer

  • Finance teams design branded emails, pages, and PDFs with drag-and-drop simplicity.

  • Lifecycle comms ship from fully customizable templates across email, popup, and page.

  • AI drafts the first version so teams edit instead of starting from scratch.

  • Personalized receipts, statements, and invoices render automatically the moment a transaction settles.

  • Reworked for every segment so retail, merchant, and enterprise customers get the right voice.

  • A ready-to-embed editor ships in days, not years.

Solution overview

How Unlayer helps finance and payments platforms.

Embed branded creation tools that lift activation, automate billing comms, and ship trustworthy, on-brand content end to end.

A finance platform monthly statement email summarizing portfolio performance for the period, with a hero balance figure, a top holdings list, and a 'View full statement' call-to-action.
A transactional invoice email confirming a recent charge with a line-item breakdown, totals row, payment method on file, and a 'Download receipt' button.
An expenses summary email styled as a finance dashboard, showing this period's spend, top spend categories, and a 'Review activity' call-to-action.
  • Transactional Emails

    Payment confirmations, refunds, failed-charge retries, and fraud alerts, on brand from the first send.

  • Billing Lifecycle Sequences

    Trial reminders, renewal nudges, dunning, and reactivation flows, all from one template family.

  • Statements & Receipts Pages

    Branded hosted pages for invoices, statements, and payout summaries customers can view in-app or by link.

  • Compliance & Disclosure Notices

    KYC, AML, jurisdiction disclosures, and regulatory comms with audit-friendly version history.

  • Lead Capture Popups

    Promote cards, plans, upgrades, and refer-a-friend incentives with targeted on-brand popups.

  • White-Label and API-First

    Fully integrates into your platform UI with a developer-friendly API and complete control over branding.

Documents API

Personalized PDFs, generated at scale.

Receipts, statements, invoices, payout summaries, tax forms. Design once in Unlayer, render per-customer with merged data. Millions a month, on demand.

  • Designed once, rendered infinitely

    Build the template once in the Unlayer editor; render millions of personalized variations server-side, per customer or transaction.

  • Merge any field

    Account holder, balance, transactions, card mask, ledger, custom data. Pass JSON in, get a branded PDF back.

  • Trigger from any event

    Charge succeeded, statement close, refund issued, payout settled. Webhook in, PDF out, no human in the loop.

AI Assistant

AI that knows your customer voice.

Finance teams describe the email, page, or document they need. Unlayer ships a polished first draft. Fully designed, on brand, ready for review in seconds.

  • First drafts in seconds

    Finance teams describe the renewal reminder, dunning email, fraud alert, or product launch they need; Unlayer ships a polished first version ready to edit. No more blank-page paralysis before every send.

  • Generates full designs, not just copy

    AI produces complete transactional emails and statement pages with hero amount blocks, data blocks, and disclosures, on brand from the first draft. Your team edits a finished design, never starts from scratch.

  • Reworks for every segment

    The same announcement, restyled for cardholder vs. merchant, payer vs. payee, retail vs. enterprise, individual vs. business, at the right tone for each audience. One source, many ready-to-send variants.

The Unlayer AI assistant panel mid-conversation: a finance team asks for a Pro plan renewal reminder and the assistant returns a complete email design with a hero block, plan summary, and Renew button on brand from the first draft.
First draft inSeconds
  • Write a renewal reminder for our Pro plan
  • Design a payment-failed dunning email
  • Rewrite this for enterprise merchants
  • Generate a fraud-alert notification
Builders

Embeddable builders and editors for every creative job.

Embed one builder or all five. One experience for every creative job. One JSON design schema across every builder.

Email Builder

Responsive emails that render across Gmail, Outlook, and Apple Mail.

Page Builder

Landing pages and web content with sections, columns, and breakpoints.

Image Editor

AI-assisted photo edits, filters, drawing, and stickers for any image.

Why Unlayer

Skip years of development.
Launch in days.

Eliminate the complexity of building and maintaining content creation tools. Focus on your core product while we handle the creation experience.

Save 12+ months

Eliminate Development Costs

Skip the years of R&D and launch content creation tools with minimal engineering effort.

5-min setup

Seamless API Integration

Add advanced content design functionality with just a few lines of code.

100% customizable

White-Label Customization

Make it look and feel native to your product with complete control over branding and UI.

99.9% uptime

Scalable & Secure

SOC 2 compliant, enterprise-grade reliability with 99.9% uptime SLA guarantee.

Always up-to-date

Future-Proof

Automatic feature updates without any added development effort.

24/7 support

Enterprise Support

Dedicated support team with enterprise SLAs and priority incident response.

Building a billing or invoicing product yourself?See our Document Automation solution

Ready when you are

Launch in days,
not months.

Embed Unlayer in your product. Ship the parts only you can build.

Free to start1000+ SaaS brandsSOC 2 Type II