> For the complete documentation index, see [llms.txt](https://pivot-payment.gitbook.io/pivot-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://pivot-payment.gitbook.io/pivot-docs/account-and-balance-management/integration-checklist.md).

# Integration checklist

Follow the steps to start your Account and Balance management Onboarding and Integration:

{% stepper %}
{% step %}
**Get in touch with the Pivot Team**

Contact us to inform us that you are interested in using Pivot for your Platform. We'll help you determine whether our current Account and Balance management will fulfill your use case.
{% endstep %}

{% step %}
**Scope and plan your Implementation**

Your Pivot representative will work with you to design your implementation. We also will help you define capabilities that are a good fit for your use case.
{% endstep %}

{% step %}
**Setup your Pivot Merchant Account**

You will follow a similar process at our [create account guidance](/pivot-docs/quick-start/create-your-pivot-account.md) through your Pivot representative.
{% endstep %}

{% step %}
**Build your integration**

When you already have your test account, you can start building Account and Balance management integration. Please refer to our [developer resources ](/pivot-docs/api-references/api-lists/account-and-balance.md)for help with the implementation process.
{% endstep %}

{% step %}
**Test your integration**

After integration has been done and ready to test, you are responsible for testing what you built in our test environment.
{% endstep %}

{% step %}
**Apply for a Live Account**

After building and testing your integration, you are ready to go live. Please contact your Pivot representative once more to get a live account. We also recommend that you test your integration again using your live account
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://pivot-payment.gitbook.io/pivot-docs/account-and-balance-management/integration-checklist.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.