Plaid Integration

Connect your bank account using Plaid to add funds to your shipping credit balance and save 3.5% on credit card fees when purchasing shipping labels

Account Set Up

By connecting your bank account to Inventoryy you will have the ability to add funds to your shipping credit balance via bank transfer. You can use these funds to purchase shipping labels, which will save you 3.5% on credit card fees. Set up auto-replenishing of shipping credits so that you never run out of funds. 

1. Select "My Account" in the top right corner.
2. Click on "Integrations" from the sidebar on the left side of the page.
3. Select “Add Bank Account” integration under Banking.

Press "Continue"

Enter your phone number and click "Continue" or "Continue as guest"

Select your institution

Press "Continue to login" and log in to your bank account

Confirm access to the accounts you are connecting and click "Continue" and your bank account will be connected

Shipping Credit Balance

Make sure you always have shipping funds available to purchase discounted shipping labels and insurance directly through Inventoryy.

Add Funds To Account

Add funds to your shipping balance via bank transfer or credit card by entering the amount and clicking “Add Funds”.

Set Up Automatic Funding

Set up automatic funding for your Inventoryy shipping account by the following:

• Select Payment Method - Choose your credit card or bank account

• Add Minimum Balance - Set the minimum balance your account must reach before charging a new payment.

• Set Recurring Charge - Set the amount you want to be charged when your account reaches the minimum balance.
• Turn On/Off - Set to automatically add shipping funds. Your account will be charged when the minimum balance is met.

*Shipping credit transfers take 5-7 business days to clear for bank accounts.