Manage Procore Pay Bank Accounts

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What do you want to do?

When using Procore Pay to send or receive payments powered by Goldman Sach TxB, authorized team members can add and manage your bank account information. See What is a verified bank account in Procore Pay? Account verification for Procore Pay is done using a commercially available database/registry of bank account information.

If you are a Payor...

Only a Payments Admin can perform these tasks when using Procore Pay to submit drawdown requests in disbursements to pay invoices.

Open Deposit Accounts:
Open a deposit account for Procore Pay

Add Funding Accounts:
Link a bank account to fund drawdown requests

Edit Funding Accounts:
Edit your account information

View Funding Accounts:
See a list of all funding accounts

Set a Default Account:
Set the default funding account for Procore Pay

Deactivate Accounts:
Deactivate a funding account

Approve Beneficiary Accounts:
Approve bank accounts to receive payments

If you are a payee...

When Procore Pay is being used to receive payments, the named beneficiary company must add a bank account to receive payments. Only the Payment Admins (for paid Procore accounts) and Systems Admins (for free Procore accounts) at the beneficiary company can manage their bank account information.

Add Bank Accounts:
Link your bank account to get paid

Edit Bank Accounts:
Edit your bank account information

View Bank Accounts:
See a list of all the linked bank accounts

Deactivate Bank Accounts:
Deactivate a bank account