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Streamlined Onboarding Flow for Procore Pay

Feature Release|July 17, 2025

Introducing a streamlined, guided experience for subcontractors using Procore Pay, combining account creation, bank setup, and pay agreement acceptance into a single flow.

The updated onboarding experience consists of three main steps:

  1. Creating/Connecting an Account: Users can easily create or connect their existing account within the Procore Pay system.

  2. Setting Up a Receiving Bank Account: The process for adding a bank account is now seamlessly integrated, reducing the need for external navigation.

  3. Accepting Pay Agreements: If applicable, users can accept Procore Pay agreements directly within the flow, eliminating the need for separate email notifications.

This enhancement is designed to provide subcontractors with a clear understanding of the onboarding requirements, focusing their attention on the essential tasks needed to complete the process. By simplifying the onboarding journey, we aim to enhance user satisfaction and increase the efficiency of setting up Procore Pay for new users.

Streamlined onboarding Procore Pay

Learn more

  • Procore Pay - Release Notes
  • Accept a Procore Pay Invitation as a Payee
  • Payor Guide: Onboarding Your Specialty Contractors to Procore Pay
  • Payee: Setup Guide

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