Fill in your company name, size, and current accounting software and continue.
Not using one? No problem. Select "I don't use an accounting software" and continue.
Fill in your name, role, preferred email, and a new password. Note that this email will serve as your username, allowing you to log in to Routable in the future.
We'll ask you to confirm your account with a six digit code sent to the email address you provided in step 2. It should look something like this:
Once you've entered the code, click continue to move on to the next step
You'll be prompted to enter in a company URL. This is usually just your company name, but can be anything you want. Keep in mind that this field won't accept spaces and that you and other team members will need this URL in order to access your company's dashboard.
Next, connect your bank account. You have two options here. If you are interested in connecting a Silicon Valley Bank account or a First Republic Bank account, we highly recommend using Option 2.
Clicking the big blue button will open up a portal to sign into your preferred bank account at your preferred bank.
Select the bank of your choice, sign in when prompted, and select the account you wish to link to Routable.
Voila! Notice the "Verified" badge, and click "Complete my account"
If you'd prefer to add your bank account by entering your account and routing numbers, click "or add your bank account with routing and account numbers"
First, select if you're adding a checking or a savings account. Then, enter your routing and account number. Routable should automatically fill in the bank name once you've entered the routing number.
Then, click "Send micro deposits to verify my bank account"
You've made it! Notice that the bank account status still shows as "Unverified" because we still need you to verify those micro-deposits, mentioned earlier. Nonetheless, please select "Complete my account" .
For more help on verifying your bank account, check out this article.