Integrations · Banks

Connect Dave to Well

Connect Dave through Plaid and Well reads your accounts, balances, and transactions, ready to categorise, reconcile against your invoices, and query in conversation.

Connect DaveSee what Well does

What Well pulls from Dave

Dave 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 Dave’s access.

From Dave	In Well	Relation
Account	Workspace account	Syncs as
Transaction	Bank transaction	Imports as
Balance	Cash position	Updates

Sync mode: incremental polling
Refresh: scheduled
Direction: Dave → Well

Dave bank details

ACH routing numbers: 084106768125109019
Institution type: Bank
Region: United States

What Well reads through Plaid

accounts
balances
transactions

What Well does with your Dave connection

Connect

Connect Dave over Plaid: you authenticate with Dave 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 Dave 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 Dave 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 Dave lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.

Questions Dave unlocks

Ask in plain language. Well answers from your connected Dave connection, resolved against the rest of your stack.

Ask Well

Ask anything about your Dave connection

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What needs attention?

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Connect Dave in three steps

01
Connect Dave through Plaid
From Well's Connections panel, search for Dave and click Connect. Well opens Plaid's secure flow, where you authenticate on Dave's side. Your Dave 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 Dave 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 Dave 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. Dave 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 Dave stays secure with Well

Well connects to Dave through Plaid, the bank-aggregation layer. You authenticate on Dave'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 Dave. Disconnect any time from Well or your Plaid dashboard.

PlaidEncrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

Read Dave records
The accounts, balances, and transactions Dave shares through Plaid, scoped by your authorisation.
granted
Resolve account, transaction, and balance across your stack
Match identifiers in Dave against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
Modify or delete Dave records
Not granted; Dave is read-only in Well. Write-back is opt-in per connector when a write surface exists.
refused
Store Dave passwords or session cookies
Authentication runs through Plaid tokens we never see.
refused

Disconnect any time from Well settings or Dave’s admin panel.

Frequently asked questions about Dave and Well

How do I connect Dave to Well, and how long does it take?

From Well, open Connections, find Dave, and click Connect. Well links Dave through Plaid: you authenticate on Dave's side in Plaid's secure flow, and Well receives a read-only connection. Your Dave 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 Dave?

Well brings in account, transaction, and balance from Dave and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Dave stays the source of truth while Well lets you query the data alongside the rest of your stack.

What does Dave unlock once it is connected to Well?

Once Dave 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 Dave source, so you can always trace a workspace record back to the original.

How does Well preserve the link from a workspace workspace account back to the original account in Dave?

Every workspace workspace account built from Dave carries the source account identifier plus a deep link back to the original record. From a workspace page, one click takes you to the Dave record; from Dave, the workspace identifier travels back so you can search either direction. The link survives every subsequent enrichment Well runs.

How often does Dave sync with Well, and what triggers a refresh?

Well polls Dave 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 Dave's side stays modest.

Can I disconnect Dave and what happens to the data Well already pulled?

Open Connections > Dave in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Dave; 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 Dave's routing number?

Dave's ACH routing numbers are 084106768 and 125109019. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Dave's side, and the routing number is shown here as a reference.

Which region does Dave cover in Well?

Dave 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 Dave.