Integrations · Banks

Connect Novo to Well

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

Connect NovoSee what Well does

What Well pulls from Novo

Novo 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 Novo’s access.

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

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

Novo bank details

ACH routing numbers: 011375410211370150
Institution type: Bank
Region: United States

What Well reads through Plaid

accounts
balances
transactions

What Well does with your Novo connection

Connect

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

Questions Novo unlocks

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

Ask Well

Ask anything about your Novo connection

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What needs attention?

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Connect Novo in three steps

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

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

PlaidEncrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

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

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

Frequently asked questions about Novo and Well

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

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

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

What does Novo unlock once it is connected to Well?

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

What happens when Novo updates an account that Well already pulled in?

Well watches for updates to accounts and applies them on the next sync, preserving the original workspace identifier so anything downstream (records tables, conversation history, agent runs) keeps pointing at the right workspace account. Edits flow in incrementally; nothing is duplicated, and the Novo source identifier is retained on every revision.

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

Well polls Novo 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 Novo's side stays modest.

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

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

Novo's ACH routing numbers are 011375410 and 211370150. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Novo's side, and the routing number is shown here as a reference.

Which region does Novo cover in Well?

Novo 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 Novo.