How to Set Up Rho

Our automated, integrated platform has everything a finance leader needs to boost productivity, save money, and free up time for growth.

How to setup Rho integration?

Rho is open to businesses with greater than $1mm in revenue or $1mm+ in equity capital raised. Terms & conditions apply. To open a business checking account with Rho, we require general business information and key documents including:

  • Articles of Incorporation
  • Company bylaws
  • EIN letter
  • Beneficial owner information
  • Additional supporting documents where applicable

Rho allows you to tailor exactly how transactions appear in your NetSuite or QuickBooks Online GL with custom mapping rules for merchants, categories, budgets, labels, and cardholders.

Rho's native integration imports your accounting fields and Chart of Accounts into Rho, so you can create smart rules that automatically map transactions to the right GL codes, every time.

Learn more about Rho's pricing here.