Skip to main content

​
Linking methods

Rollfi supports two main methods for linking company bank accounts. A linked and verified company funding source is required for payroll processing.

​
Option 1 - Manual linking with micro-deposit verification

Use this method when you want to collect account and routing details directly. Required fields for addCompanyBankAccount:
  1. companyId
  2. accountNumber
  3. routingNumber
  4. bankName
  5. accountName
Supported account types:
  • checking
  • savings
Sample request: 
{
  "method": "addCompanyBankAccount",
  "companyFundingSourceEntity": {
    "companyId": "8A9B7683-8E02-494D-8422-963FD05EE785",
    "accountNumber": "9889890989",
    "routingNumber": "221982389",
    "bankName": "Chase Bank",
    "accountType": "savings",
    "accountName": "default"
  }
}
Sample verification request: 
{
  "method": "verifyMicroDeposits",
  "companyId": "7F8DBF11-3551-426C-8820-434C8CC33664",
  "debitAmount1": 0.12,
  "debitAmount2": 0.15
}

​
Option 2 - Plaid linking

Plaid linking for company bank accounts is supported directly through addCompanyBankAccount. Use linkType to specify the linking method:
  • Manual
  • Plaid
  • CustomProvider
If linkType is Plaid, set plaidOptions to one of:
  • sendInviteByEmail
  • generateURL
For sendInviteByEmail, the invite is sent to the payroll admin by default. You can override the destination by providing email. The initial valid Plaid link is reused for subsequent addCompanyBankAccount calls until it expires. Plaid links typically expire after 72 hours.

​
🔹 Plaid URL flow

Use this flow when you want to surface the Plaid link in your own UI.
  • Set linkType to Plaid.
  • Set plaidOptions to generateURL.
  • Use the plaidLinkURL from the response.
Sample request: 
{
  "method": "addCompanyBankAccount",
  "linkType": "Plaid",
  "plaidOptions": "generateURL",
  "companyFundingSourceEntity": {
    "companyId": "03B5FD90-4A91-46D8-A892-CFB8F52A8E67"
  }
}

​
🔹 Plaid invitation flow

Use this flow when you want Rollfi to email a one-time Plaid link to the company admin.
  • Set linkType to Plaid.
  • Set plaidOptions to sendInviteByEmail.
  • Optionally provide email to override the payroll admin email. If omitted, the invite defaults to the payroll admin’s email.
Sample request: 
{
  "method": "addCompanyBankAccount",
  "linkType": "Plaid",
  "plaidOptions": "sendInviteByEmail",
  "email": "test@mailsac.com",
  "companyFundingSourceEntity": {
    "companyId": "03B5FD90-4A91-46D8-A892-CFB8F52A8E67"
  }
}

​
Updating or replacing a company bank account

When a company needs to switch their funding source, deactivate it and add the replacement account separately. Use deactivateCompanyBankAccount to retire the old account, then addCompanyBankAccount to link the new one.
  • A company should always have at least one active bank account on file.
  • If the banking details change, treat it as a replacement rather than trying to reactivate the old account.