Add Your Bank Account

  1. Navigate to your company's homepage. See How do I change companies?

  2. Navigate to the Payments tool.

  3. Click the Configure Settings icons-settings-gear.png icon.

  4. Click External Bank Accounts.

  5. Click Add External Account.

  6. If prompted, re-enter the Account Number for the current default bank account. Then click Next.

  7. Enter your company's Business Details.

    • Business Name on Bank Account. Your company's name as it appears on your bank account.

    • Doing Business As. The name your company does business as. This may be the same or different than your legal business name.

    • Business EIN. Your Business EIN for the Internal Revenue Service (IRS).

      Note icon Note

      Your Business EIN must be a valid Taxpayer Identification Number for the IRS. This information is used by the service provider to verify the identity of the bank account linked to Procore Pay. Acceptable entry options include these numbers:

      • Social Security Number (SSN)

      • Individual Taxpayer Identification Number (ITIN)

      • Employer Identification Number (EIN)

    • Street Address. Your company's street address.

    • City. Your company's city.

    • State. Your company's valid state or territory abbreviation.

    • ZIP Code. Your company's valid ZIP code.

    • Phone Number. Your company's telephone number with an area code.

  8. Click Next.

  9. Enter your company's Bank Information.

    • Bank Nickname. A unique nickname for your company's bank account.

      Tip icon Tip

      Why does an account need a nickname? A bank account requires a nickname to help you identify an account. It protects your financial privacy by eliminating the need to provide the payment distributors with your full account number.

    • Account Number. Your company's bank account number. Account numbers can be up to 17 digits.

    • Re-Enter Account Number. Your company's bank account number. Account numbers can be up to 17 digits.

    • Routing Number. Your company's bank account's nine (9) digit American Banking Association (ABA) routing transit number. It is typically printed on the bottom of your checks.

    • Account Type. Click Checking or Savings.

  10. Read the Terms and Conditions.

  11. Mark the checkbox confirming that you read and accept Procore's User Terms of Service.

    Note icon Note

    It's important to review the terms and conditions, which include more detail about the following:

    • Procore follows US Security and Data Governance standards to securely store your data.

    • Procore does not sell your data.

    • Fees, if incurred, are incurred upon the payment of the invoice.

  12. Click Submit.

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