Payhawk connects to your bank using Plaid. If Plaid doesn’t support your bank or the connection fails, the Payhawk Credit team can manually link your account. Here’s how the manual process works.
Step 1 - Provide required documents
For the manual connection to take place, US companies will be required to provide the following documents first:
Two recent months' bank statements in PDF format, showing account details and transactions.
A screenshot of your online banking portal showing today's balance, your Account Number, and your Routing Number.
Step 2 - Whitelist Originator IDs
To avoid interruptions during the microtransaction process, whitelist both Payhawk’s and your company’s Originator IDs.
Step 3 - Perform microtransactions
After completing the steps above:
A push (deposit) and pull (withdrawal) microtransaction will be done to validate the connection between Payhawk and your bank. If your credit availability is low, top up your funds before proceeding.
Take screenshots of these transactions and share them with Payhawk for confirmation.
Once verified, your bank account will be successfully connected.