Managing your organization’s financial accounts
Kountable needs to confirm that the legal owner name and account number of the bank account are the same as the one we have identified on your Kountable account. Kountable supports instant verification for many of the most popular banks. If your bank is not supported, we’ll verify this information manually.
Who can use this feature?
Owners and Admins
Learn more about types of roles in Kountable.
1. Click on the Settings gear icon in the lower left hand corner of the workspace to access Organization Settings.
2. Click Financial accounts under General Settings.
3. Click Add new.
4. Input the country, your account number, the bank, and the currency.
5. Click Save.