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ACH / Direct-Deposit Authorization
Collect signed bank account details to set up ACH payments or direct deposit, with a voided check on file.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Voided Check
5 fields filled
Bank Name
Routing Number
Account Number
Account Type
Account Holder Name
Every field this template collects. Without extraction your client copies all 8 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 5
- extracted from the files
- On the form
- 8
- fields in total
Start with ACH / Direct-Deposit Authorization
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