Integrations · BanksConnect Bank of America to Well
Connect Bank of America through Plaid and Well reads your accounts, balances, and transactions, ready to categorise, reconcile against your invoices, and query in conversation.
What Well pulls from Bank of America
Bank of America feeds your accounts, balances, and transactions into Well through Plaid as a US bank connection. It is read-only; disconnect at any time from your workspace settings to revoke Bank of America’s access.
| From Bank of America | In Well | Relation | |
|---|---|---|---|
| Account | Workspace account | Syncs as | |
| Transaction | Bank transaction | Imports as | |
| Balance | Cash position | Updates |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Bank of America → Well
Bank of America bank details
- ACH routing numbers
- 011000138011000206011000390011001742011100012011100805011104047011200365011201539011300605011302357011302438011400495011500010011501035011900254011900445011900571011900652021000322021001318021200339021202162021202609021300019021404465022000127022300160026009593028000325031100160031202084031304050051000017051000101051400361051400507052001633053000196053100258053100559053101396053107989053200446053201610053900377053904483054001204055002341056007387061000052061000078061112788063000047063100277063100552063100714063103193063104697063104972063105683063106006063106129063106145063106268063107393063107610063109058063110092063112294063200407064000020064100852064101178064101385064101673064107046064208194066007681067002436067003985067005679067006238067007130067007949067008579067008582067011294067014026071000039071000505071103619071214579071923284072000805072413609073000176081000032081500875081517897081904808082000073082900429084000819084301767086500087101000035101001173101001911101100045102201244103000017107000327107000796111000012111000025111300945111901302113000023114000019114000653121000044121000345121000358121103886121108250122000030122000616122000661122101706122400724123103716123308825124303065125000024211470319221172513231371841236073474267090536272471674307072278311093120322170692323070380
- Institution type
- Bank
- Region
- United States
What Well reads through Plaid
- accounts
- balances
- transactions
What Well does with your Bank of America connection
Connect
Connect Bank of America over Plaid: you authenticate with Bank of America through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.
Sync
Well brings account, transaction, and balance in from Bank of America on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Bank of America entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Bank of America lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.
Questions Bank of America unlocks
Ask in plain language. Well answers from your connected Bank of America connection, resolved against the rest of your stack.
Ask anything about your Bank of America connection
Ask about your Bank of America connection…
19 agent skills run on Bank of America.
Each one answers a question from live Bank of America data. The required ones return nothing until a source like it is connected.
Needs a source like Bank of America
Runway
Know exactly how many months and days of cash you have left.
Cash position
Know exactly how much cash you have, and which accounts it came from.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Burn rate
Know what you actually spend each month, averaged over real months.
Cash forecast
See where your cash lands if nothing new comes in.
Cash movement
See the bridge from last month's balance to this one.
Missing supplier invoices
See which suppliers owe you paperwork, before your accountant asks.
Assign missing invoices
Put a name on every settled expense that still has no invoice.
Missing invoice sweep
Walk the whole month-end sweep in one prompt.
Close the books
Drive the month-end close to the point of approval.
Categorize your suppliers
Close the category gaps behind your spend before you close a month.
Answers better with Bank of America
Cost structure
See where your company's money actually goes, no spreadsheets required.
Bills due
See exactly what's coming due, in what order, and how much cash it adds up to.
FX exposure
See how much of your cash and receivables sit outside your home currency.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Invoice fetching agents
See exactly which agents would run, before any of them does.
Convert currencies
Turn mixed currencies into one number you can actually audit.
Connects and checks Bank of America
Connect Bank of America in three steps
- 01
Connect Bank of America through Plaid
From Well's Connections panel, search for Bank of America and click Connect. Well opens Plaid's secure flow, where you authenticate on Bank of America's side. Your Bank of America login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
- 02
Map your entities
Well imports your Bank of America accounts, balances, and transactions and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Bank of America makes available.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Bank of America is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes
The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.
How Bank of America stays secure with Well
Well connects to Bank of America through Plaid, the bank-aggregation layer. You authenticate on Bank of America's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, and transactions, but cannot move money, initiate a payment, or change anything at Bank of America. Disconnect any time from Well or your Plaid dashboard.
- granted
Read Bank of America records
The accounts, balances, and transactions Bank of America shares through Plaid, scoped by your authorisation.
- granted
Resolve account, transaction, and balance across your stack
Match identifiers in Bank of America against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Bank of America records
Not granted; Bank of America is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Bank of America passwords or session cookies
Authentication runs through Plaid tokens we never see.
Frequently asked questions about Bank of America and Well
How do I connect Bank of America to Well, and how long does it take?
From Well, open Connections, find Bank of America, and click Connect. Well links Bank of America through Plaid: you authenticate on Bank of America's side in Plaid's secure flow, and Well receives a read-only connection. Your Bank of America login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, and transactions right after.
What does Well pull into the workspace from Bank of America?
Well brings in account, transaction, and balance from Bank of America and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Bank of America stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Bank of America unlock once it is connected to Well?
Once Bank of America is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Bank of America source, so you can always trace a workspace record back to the original.
Can Well surface a balance from Bank of America when I ask questions in conversation?
Yes. Bank of America balances are indexed in your workspace as cash position, so questions like "show me last week's balances from Bank of America" return them with the original Bank of America link, the workspace context, and any related records (counterparty, period, attached document) joined inline.
How often does Bank of America sync with Well, and what triggers a refresh?
Well polls Bank of America regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Bank of America's side stays modest.
Can I disconnect Bank of America and what happens to the data Well already pulled?
Open Connections > Bank of America in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Bank of America; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What is Bank of America's routing number?
Bank of America's ACH routing numbers are 011000138, 011000206, 011000390, 011001742, 011100012, 011100805, 011104047, 011200365, 011201539, 011300605, 011302357, 011302438, 011400495, 011500010, 011501035, 011900254, 011900445, 011900571, 011900652, 021000322, 021001318, 021200339, 021202162, 021202609, 021300019, 021404465, 022000127, 022300160, 026009593, 028000325, 031100160, 031202084, 031304050, 051000017, 051000101, 051400361, 051400507, 052001633, 053000196, 053100258, 053100559, 053101396, 053107989, 053200446, 053201610, 053900377, 053904483, 054001204, 055002341, 056007387, 061000052, 061000078, 061112788, 063000047, 063100277, 063100552, 063100714, 063103193, 063104697, 063104972, 063105683, 063106006, 063106129, 063106145, 063106268, 063107393, 063107610, 063109058, 063110092, 063112294, 063200407, 064000020, 064100852, 064101178, 064101385, 064101673, 064107046, 064208194, 066007681, 067002436, 067003985, 067005679, 067006238, 067007130, 067007949, 067008579, 067008582, 067011294, 067014026, 071000039, 071000505, 071103619, 071214579, 071923284, 072000805, 072413609, 073000176, 081000032, 081500875, 081517897, 081904808, 082000073, 082900429, 084000819, 084301767, 086500087, 101000035, 101001173, 101001911, 101100045, 102201244, 103000017, 107000327, 107000796, 111000012, 111000025, 111300945, 111901302, 113000023, 114000019, 114000653, 121000044, 121000345, 121000358, 121103886, 121108250, 122000030, 122000616, 122000661, 122101706, 122400724, 123103716, 123308825, 124303065, 125000024, 211470319, 221172513, 231371841, 236073474, 267090536, 272471674, 307072278, 311093120, 322170692, and 323070380. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Bank of America's side, and the routing number is shown here as a reference.
Which region does Bank of America cover in Well?
Bank of America is a US institution, connected through Plaid. Well reads its accounts, balances, and transactions as a read-only feed and never moves money or changes anything at Bank of America.
Pairs well with Bank of America
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Ready to connect Bank of America?
Connect once. Every account, transaction, balance from Bank of America becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.