AppsPayments

Balance and payouts · Autessa Payments

Payout bank accounts

Autessa Payments links payout bank accounts through a secure bank picker inside Autessa. You can link more than one, for example an operating account and a tax reserve, mark one as the default for payouts, and remove accounts you no longer use.

A core invoicing and payments capability, done properly
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Payout bank accountsSAMPLE
First Harbor Bank •••• 6789
USD · VERIFIED
Default
Tax reserve, Credit Union •••• 1120
USD · VERIFIED
Make defaultRemove
+ Link another bank

You choose your bank in a secure picker. You never leave Autessa.

The problem it solves

Linking a bank should not mean typing routing numbers into a form

Manual account numbers invite typos and failed payouts. The bank picker has you sign in to your bank and choose the account, without leaving Autessa.

What you get

  • Click Link bank (or Link another bank) and pick the account in the secure bank picker.
  • Each account shows bank name, last four digits, currency and status.
  • Exactly one account is the Default; payouts go to it.
  • Make default and Remove are available on non-default accounts.
  • You can link a bank while verification is still in review.
  • Linking, removing and choosing the default happen in the web app; the CLI lists accounts only.

How it works

How does payout bank accounts work in Autessa Payments?

  1. Click Link bank

    From the setup checklist or Balance and payouts.

  2. Pick your bank

    Sign in and choose the account.

  3. Set the default

    Choose where payouts go.

  4. Tidy up

    Remove accounts that are not the default.

Every option

Bank account actions

OptionWhat it does
Link bank / Link another bankSecure bank picker.
Make defaultPayouts go here.
RemoveOnly for non-default accounts.
Details shownBank name, •••• last 4, currency, status.

Permissions

Who can do what?

WhoCan
Owner, Admin, Accountant (or any role with Payments)Link, set default and remove in the web app.
Payments guide and CLICan’t link bank accounts; only you do.

Connected

How it connects to the rest of Autessa Payments

FAQ

Questions about payout bank accounts

Can I have more than one payout account?

Yes. Link as many as you need and mark one as the default for payouts.

Why can’t I remove a bank account?

It is the default. Make another account the default first.

Do I type my account number?

No. You choose the account in a secure bank picker after signing in to your bank.

Autessa Payments

Try payout bank accounts in Autessa Payments

Autessa Payments links payout bank accounts through a secure bank picker inside Autessa, supports several accounts and sends payouts to the one you mark default.

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100% customizable, code and all

Make Autessa Payments fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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