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Bank Account Setup

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Bank account setup is only for US-based companies using ACH. If your company is based outside the US, no setup is needed -- you'll see local bank transfer details when paying invoices. See Payment Methods for details.

Connecting a US bank account lets you pay invoices and fund payroll by ACH, with automated debits and no manual transfers. This guide walks you through the setup process.

Where to Set Up​

Bank accounts are managed in Company Settings, under the Payroll & Billing tab:

  1. Open the avatar menu at the top of the left sidebar.
  2. Choose Company Settings.
  3. Select the Payroll & Billing tab.
  4. In the Payment Methods section, click the Add Bank Account tile.
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New companies are also walked through bank setup as part of the Getting Started checklist when you first set up your account.

Step-by-Step Setup​

Step 1: Start the Connection​

In Company Settings → Payroll & Billing, click the Add Bank Account tile. Omnivoo opens a secure bank connection through our payments partner.

Step 2: Connect Your Bank​

A secure form from our payments partner collects your US bank account. You can:

  • Sign in to your bank (recommended) -- Search for your bank and log in securely. This verifies your account instantly and pulls in your details automatically, so you don't need to type routing or account numbers.
  • Enter account details manually -- Provide your routing number, account number, and account type if your bank is not listed or you prefer manual entry.
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The name and email on your Omnivoo account are pre-filled on the form. Make sure the account holder name matches your banking records to avoid verification issues.

Step 3: Authorize and Connect​

  1. If you signed in to your bank, select which account to connect and confirm.
  2. If you entered details manually, review your routing number, account number, and account type.
  3. Agree to the ACH debit authorization terms.
  4. Confirm to finish connecting.

When the connection succeeds, you see a Bank Account Connected confirmation, and you are returned to your settings.

Managing Your Bank Accounts​

Connected accounts live in Company Settings → Payroll & Billing → Payment Methods. Each account card shows:

  • The account name and masked account number (e.g., "****1234")
  • A Default badge if it is your default account
  • A Connected indicator

Adding Another Account​

You can connect more than one bank account:

  1. Go to Company Settings → Payroll & Billing.
  2. Click the Add Bank Account tile.
  3. Follow the same steps above.

Setting a Default Account​

If you have more than one account, click Set as Default on the card for the account you want to use by default. The default account is pre-selected whenever you pay an invoice or fund payroll.

Disconnecting an Account​

Click Disconnect on the account card and confirm. The account is removed from your company.

Troubleshooting​

IssueSolution
Setup form does not loadCheck your internet connection and refresh. If the form still does not appear, try a different browser or disable extensions that may block scripts.
Connect button is grayed outThe form is still loading. Wait a few seconds. If it stays disabled, refresh the page.
Bank sign-in fails or bank not listedSwitch to manual entry and enter your routing number, account number, and account type directly.
Bank account shows "Disconnected"Your bank may have revoked the authorization. Reconnect with the Add Bank Account tile.
Error after connectingCheck the red error message for details. Common causes are incorrect bank details, an unsupported account type, or a temporary processing issue. Try again in a few minutes.

Security​

  • All bank details are entered directly on our payments partner's secure, embedded form. Omnivoo never sees or stores your full account number or credentials.
  • The connection uses ACH debit authorization, so Omnivoo can only pull funds you approve, never push.
  • Bank-level encryption protects your data throughout the process.
  • You can revoke the authorization at any time by disconnecting the account in Omnivoo or contacting your bank directly.