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How-to: Connect your Business Bank account

Christina DobryzynskiChristina Dobryzynski Expensify Success Coach - Admin, Expensify Team Posts: 182 Expensify Team
edited July 27 in How-to Docs

Connecting your business bank account is one of the first steps in enabling the Expensify Card. The connected account will be used for the daily settlement of your Expensify Card activity.

Important: The Expensify Card is only available for US business bank account holders.

Connecting your Business Bank Account

  1. Log into your Expensify account using your preferred web browser, (ie: Chrome or Safari).
  2. Head to Settings > Account > Payments
  3. Click Add Business Bank Account.
  4. Click Log Into Online Bank Account and then Continue when you hit the Plaid screen
  5. Choose your bank from the list in order to connect your business bank account using the online banking credentials (if don't see your bank in the list, click here to learn how to add it manually).

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