With Plaid, consumers can securely connect their financial accounts to get personalized guidance, set financial goals, and take action through everyday conversations with their Muse personal agent.
Meta’s new personal AI agent, Muse, launched today with Plaid-powered account connections in its finance features.
Muse is a fully personalized AI agent. It connects to the apps and services you already use, Plaid included, to help people manage all aspects of their lives, including personal productivity, health, shopping, and financial management. The Finance experience with Plaid offers proactive, personalized guidance that helps consumers take meaningful steps toward their financial goals and provides inspiration for where to begin.
Plaid’s integration with Muse is another example of how quickly the industry is moving toward intelligent finance with highly personalized experiences that can deliver even more value to consumers.
Giving your AI agent financial context
Financial decisions rarely happen in isolation. Deciding whether to adjust a budget, cancel a subscription, pay down debt, or revisit an investment strategy requires an understanding of the accounts, expenses, assets, and obligations that make up someone’s broader financial picture. Without that context, even the most capable AI assistant can offer only general guidance.
Through the Finances experience in Muse, people can securely connect financial accounts through Plaid to share balances, transactions, investment holdings, mortgage information and more. The goal is to make financial management feel less like navigating a series of disconnected apps and more like a natural conversation that begins with a person’s priorities and is informed by the financial information they choose to share.
What makes Meta’s approach unique is that it is built around how you live. Muse is built as a full-fledged personal AI agent, with financial management sitting alongside the many other tasks people handle every day.
Built on permission and control
Any AI-powered financial experience must begin with clear permission, strong trust and security, and meaningful consumer control. Plaid has spent more than a decade building trusted infrastructure that helps people securely connect their financial accounts to the apps and services they choose. Today, Plaid supports connections to more than 12,000 financial institutions and financial apps in the United States.
When someone chooses to connect an account to Muse, Plaid establishes the connection with the financial institution or app and shares the financial information needed to power the experience. People remain in control of whether to connect their accounts, and they can manage their Plaid-powered connections through Plaid Portal.
Powering the next generation of financial experiences
Meta joins Plaid’s growing network of customers building AI-powered experiences, bringing us closer to a future in which managing money can be even more intuitive, contextual, and accessible. The trusted infrastructure and products behind it, including Transactions, Investments, Liabilities, and Balance, are available to any customer today.
If you are building in this area, reach out to our team to discuss how Plaid can help.