Workflow Guide
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Workflow Guide
Income Verification
How to Connect Discover for Income Verification
Identify payroll deposit patterns and recurring inflow behavior from connected cash accounts.
Implementation steps
- 1
Connect payroll-linked checking accounts and backfill transaction history.
- 2
Detect recurring payroll deposits and normalize employer naming patterns.
- 3
Review deposit cadence, variance, and continuity for decision workflows.
Required evidence
- Recurring payroll detection
- Deposit timing and variance checks
- Cash-inflow continuity monitoring
Discover-specific considerations
- Track Discover card and cash activity in one view.
- Review Discover merchants and recurring charges quickly.
- Connect Discover activity to your full financial dashboard.