Adding a bank account with online banking

To pay bills or get paid using, you will need to add a bank account to your account. If you do not have the online banking credentials to add a bank through the online process, review the Adding a bank account by manual entry article (linked at the bottom of this page) for steps to add the bank information manually and verify the account setup through a test deposit.

By default, the Administrator and Payer roles can add a bank. For any users with custom roles, the "Pay bills via" permission is required to add a bank.

You should be a signer on the account, or have permission to authorize transactions on the bank account you are adding.

Adding a bank account instantly with online banking

add bank via plaid gif

  1. Click settings
  2. Under Your Company, click Bank Accounts
  3. Click Set up new bank
    • If required Company Profile information has not been filled out previously, this step will redirect you to the Company Profile page. Fill out required information to proceed.
  4. Click Verify instantly
    • Complete the identity verification process
      • The system will ask a series of questions to authenticate you. None of that information is saved but is simply used for verification
      • Be sure to use your personal information (full legal name, home address, etc.), as we are verifying your identity
      • Each user should complete their own verification, it is not advised to attempt the verification on behalf of another user
  5. Click Continue
  6. Click the bank name (or search for the bank)
    • Enter online banking login credentials and click Submit
    • If using Multi-Factor Authentication for online banking, follow the prompts
    • Click Continue
  7. Select the accounts to use with, adding the category (Business or Personal) and name on the account for each and click Continue
    • If required additional Company Profile compliance information has not been filled out previously, this step will also include completing those fields
  8. Click Get started

Things to know

  • We'll send to all Administrator Users on the account when a bank account is added
  • Once the bank account is active, the Bank Authorized User can nominate other pay permission users to be authorized to pay bills from the same bank account
  • Only US-based bank accounts can be used to send payments with
  • There is no limit to the number of bank accounts that can be added