Customers using this solution
The problem

From bookkeeping to payroll, business finance and accounting processes are complex experiences for employees and customers alike.

The solution

Plaid reduces administrative time by giving users an easier way to connect their financial accounts to your software or app.

Products and benefits
Faster payroll or payment enrollment

Auth pulls users' account and routing information 

, which can be used to enable seamless payments and transfers in the US and Canada, and debit withdrawals in Europe

Smoother invoicing

Balance instantly checks whether users have the funds to make a payment or transfer

Simplify expense management

Identity confirms users' identities with what’s on file at the bank — and Transactions can help find a reimbursable transaction

Better bookkeeping

Transactions provides up to 24 months of clean, categorized data for personal and business accounts — and Enrich unlocks detailed insights for non-Plaid sources of transactional data, like user imported bank statements

How it works

Integrate with Plaid

It takes just a few lines of code to drop our front-end module into your app or digital service. Your users will be prompted to connect their bank account, which will launch the Plaid module.

How it works

Customize for conversion

Customize the module to fit your brand or user preferences, including which financial institutions show up first.

On average, it takes users 11.5 seconds to open the module, find their bank, and input their bank username and password to connect their accounts.

How it works

Get user-permissioned bank data

Once a user has gone through the flow, we do the work and return a range of relevant bank account data depending on what fits your needs.

Questions about how Plaid can fit into your business?

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