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Chronicles

The story behind the story

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Lithuania-based kevin., which offers card-less account-to-account payments, raises a $65M Series A led by Accel and says 6K merchants in Europe already use it

Payments remains a very fragmented business around the world: depending on where you're buying or selling something …

TechCrunch Ingrid Lunden

Context & Ripple Effects

kevin.'s $65M Series A lands two months after London rival Banked raised a $20M Series A for nearly the same pitch — letting merchants accept payments without accounts or shared data — confirming that account-to-account checkout has moved from open-banking experiment to a funded category with multiple backed contenders.

The round also extends Accel's payments streak: the firm previously led UK-based Primer's £14M round to consolidate merchant payment stacks, so it is now backing both the orchestration layer and a rail that bypasses cards entirely. Across the Atlantic, Link's seed and Series A for US direct bank payments show the same thesis being tested in a different regulatory environment.

First-order effects

  • kevin. gets capital to scale beyond its 6,000 European merchants, while those merchants gain a checkout option priced off bank transfers rather than card interchange.
  • Card issuers and acquirers serving kevin.'s merchant base now face direct competition at the checkout from a rail they don't control.

Second-order effects

  • Banked and other A2A rivals must accelerate merchant acquisition and differentiation before kevin.'s war chest locks up European checkout volume, echoing how Lithic's $60M round intensified competition among card-issuing API providers.
  • Payment orchestration platforms of the Primer type face pressure to add A2A rails alongside cards, since merchants consolidating their stacks will expect both.

Third-order effects

  • If A2A adoption keeps compounding across Europe and the US, payment economics shift from interchange-based card fees toward per-transaction bank-rail pricing, weakening the card networks' hold on online checkout.
  • Fragmentation itself becomes the structural story: rather than one winner, merchants route across cards, wallets, and direct bank payments, making orchestration and routing intelligence the durable layer — a pattern Flatpay's SMB-focused card business will eventually have to answer.

The trend: Online payments are splintering from card-network dominance toward directly funded account-to-account rails, with venture capital racing to back regional champions before open-banking regulation makes bank-direct checkout table stakes.