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Basis Theory

Claim Tool

Last updated: May 28, 2025

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What is Basis Theory?

Basis Theory is a token orchestration platform focused on simplifying and securing payment processes for businesses. The platform allows for the secure collection, storage, and management of sensitive card data, integrating seamlessly with various payment partners without being confined by processor limitations. It ensures compliance with critical industry standards like HIPAA, PCI Level 1, SOC 2 Type II, and ISO 27001. With advanced tokenization and routing features, Basis Theory acts as a secure payment vault aimed at improving transaction efficiency and security. It's suitable for various industries including e-commerce, fintech, healthcare, and subscription-based services.

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Basis Theory's Top Features

Payment Orchestration: Routes payments through multiple PSPs for optimized flow.

Tokenization: Securely tokenizes sensitive data for compliance and reduced scope.

Data Security and Compliance: Adheres to PCI, SOC 2 Type II, ISO 27001, HIPAA.

APIs and SDKs: Easy integration for secure data handling.

Recurring Payments: Manages payments with smart retries and token updates.

Customizable Payment Stack: Enables building with preferred providers.

Omnichannel Data Integration: Unifies data from various sources.

Network Tokens: Supports for higher authentication rates and low cost.

Flexible Data Handling: Manages diverse data types with encryption control.

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    Use Cases

    E-commerce businesses

    Streamline payment processing and improve customer loyalty.

    Subscription businesses

    Ensure reliable recurring revenue with secure payments.

    Vertical SaaS (VSaaS) providers

    Allow merchants to integrate their own payment service providers.

    Creatives in the creator economy

    Facilitate simple and secure payment processing.

    Fintech companies

    Enhance security and compliance in financial transactions.

    Logistics companies

    Secure payment information and streamline invoice processes.

    Healthcare (digital health) facilities

    Handle sensitive patient information with HIPAA compliance.

    Learn to use AI like a Pro

    Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.

    Canva Logo
    Claude AI Logo
    Google Gemini Logo
    HeyGen Logo
    Hugging Face Logo
    Microsoft Logo
    OpenAI Logo
    Zapier Logo
    Canva Logo
    Claude AI Logo
    Google Gemini Logo
    HeyGen Logo
    Hugging Face Logo
    Microsoft Logo
    OpenAI Logo
    Zapier Logo