Coming Soon
This integration is in development. The credential and setup information below reflects what you will need when it launches.
TR
Coming SoonPro
Truist Bank
BankingBuilt by cAND/or Bank Account Credentials Setup: ~30 minutes
Connect your Truist business checking account to Helix for ACH payment processing, automated reconciliation, and full visibility of deposits against open invoices.
What You Will Need
2 fieldsRouting Number
Required
Your 9-digit ABA routing number for Truist Bank. Found on your checks or in Truist online banking.
Format:
061000104Enables →
ach_paymentsreconciliation
Account Number
RequiredSecret
Your Truist business checking account number. Found in Truist online banking or on your checks.
Format:
••••••••••••Enables →
ach_paymentsreconciliation
Data Flow
2 capabilitiesHelix initiates
Vendor notifies Helix
Both directions
// Helix → VendorHelix initiates
ACH Payment Processing
Initiate ACH collections from Helix invoices through your Truist account
ProtocolBank API / ACH rails
TriggerTech initiates ACH collection from a Helix invoice
AuthRouting Number + Account Number
You configureContact Truist business banking to confirm ACH origination is enabled on your account.
Helix doesConfigure in App Marketplace → Truist → ACH Settings. ACH payments typically settle in 1-2 business days.
// Vendor → HelixVendor notifies Helix
Bank Reconciliation
Match Truist deposits to Helix invoices automatically
ProtocolScheduled Bank Feed Pull
TriggerHelix pulls your Truist transaction feed daily
AuthRouting Number + Account Number
You configureNo additional configuration needed at Truist.
Helix doesHelix matches deposits to open invoices by amount and date. Unmatched deposits are flagged for manual review in the reconciliation log.
Ready to connect?
This integration will be available in the Helix App Marketplace when it launches.