Connect your payroll and automate contributions: zero manual work
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From payroll login to funded account, in three steps
No spreadsheets, no re-keying employee data, no chasing down a contribution report at month end.
1. Connect your payroll provider
In just a few clicks, securely link your payroll account to WealthRabbit. Our intuitive setup guides you every step of the way.
2. Auto-sync employee data
We'll automatically pull your employee roster, including names, roles, and payroll details.
3. Automate contributions
Once integrated, contributions are automatically calculated and processed with each pay run. This means consistent contributions, no manual steps required.
Less admin, fewer errors, one less thing to track
One Dashboard For Every Provider
See contributions, sync status, and employee details in one place, no matter which payroll platform you're connected to.
Contribution Math, Done For You
Set a percentage or flat-dollar rule once. Every paycheck applies it correctly, without spreadsheets or manual math.
New Hires Added Automatically
New employees, raises, and status changes sync the moment payroll runs, so eligibility stays accurate without a reminder.
Zero Manual Data Entry
Once you're connected, payroll data flows straight into WealthRabbit every pay period. No exports, no uploads.
Rules Built Around Your Plan
Match, non-elective, or a flat contribution schedule, whatever your SIMPLE IRA or SEP IRA calls for, set once and let it run.
Contributions Stay On Schedule
Deposits go out in step with your actual pay dates, so nothing runs late and nothing gets forgotten between runs.
Prefer To Enter Contributions Yourself?
A payroll connection isn't required to open a plan. You can log contributions manually any time you'd rather stay hands-on.
Don't see your payroll platform on the list? Let's fix that.
In the meantime, you're never stuck. You can enter contributions manually and switch over the moment your integration goes live.
Plan management that scales as your team does
Automated contributions, current limits, and real-time visibility, so your retirement plan keeps pace with your business.
No more spreadsheet reconciliation
Employee and pay details move straight from payroll into WealthRabbit, so nothing needs re-entering by hand.
Limits that stay current
Contribution limits update automatically each year, so your plan applies the right figures without anyone checking the IRS calendar.
Alerts before deadlines sneak up
Get notified about upcoming contribution deadlines, sync issues, or plan milestones, well before they're urgent.
Retirement planning that supports your success
Join hundreds of small businesses and individuals building real financial security with
WealthRabbit - fully digital, fully automated, fully yours.