Connecting Bank Accounts to Deposits

Last updated: October 24, 2025

Links your bank to Ascend (through Stripe Connect) so deposits are synced to Ascend and you can post/reconcile them in your AMS.

Prerequisites

  • Online banking username & password (or your bank’s MFA device).

  • Your AMS Bank Code and Agency Code (from your AMS) for the bank account.

  • Admin access to Ascend.

Step-by-step

  1. Select your AMS: Go to Settings → Integrations and choose your AMS (e.g., Applied Epic, AMS360, Sagitta, HawkSoft, NowCerts).

  1. Open “Linked accounts”: On the AMS integration page, click the Linked accounts tab.

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  1. Link a new account: Click Link new account.

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  1. Connect through Stripe: In the Stripe window, search for your bank and sign in with your credentials.

  • Complete any required MFA/security prompts.

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  1. Confirm the connection & open Bank Details: You should now see your bank listed under Linked Accounts.

  • Click → Edit bank details (or Edit Bank Details) next to the new bank.

  1. Map posting settings to your AMS: In the Edit bank details modal:

  • Bank code → enter your AMS bank code (e.g., the code you use in Epic/AMS360).

  • Agency code → enter your AMS agency/location code (if used).

  • Apply to → choose Cash On Account.

  • Click Complete setup.

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Verification

  • The bank remains visible in Linked accounts with the masked account number.

  • New deposits will start syncing; posting behavior follows your selection (Suspense vs Finalize).

Tips & best practices

  • Multiple bank accounts or agencies? Repeat the linking and mapping steps for each bank/agency pair.

  • Keep “Post to finalize” off can be controlled at the transactional level.

  • Apply to often maps to Cash On Account (Epic) or your AMS’s direct-bill cash account.

  • Security: Credentials are handled by Stripe Connect; Ascend never stores your bank login.

Troubleshooting

  • Bank not found in search: Try your bank’s parent brand or “Business” banking name.

  • MFA failures/timeouts: Re-try and complete the full MFA flow; some banks require a one-time “Allow third-party access” toggle inside online banking.

  • Posting errors in AMS: Recheck Bank Code, Agency Code, and Apply to values match your AMS configuration.

  • Multiple currencies or divisions: Create separate linked accounts and map each to the correct code/division.