Personal financial management dashboard displaying multiple linked bank accounts, transaction history, and an asset summary. The interface includes accounts from Argyle National Bank, Bird’s Eye Bank, and Bank of Brocade, showing balances for cash, equity, and ETFs. A transaction list categorizes recent expenses and deposits, while the asset summary provides an overview of net worth, cash holdings, and earnings with percentage changes.

personal financial management

Your shortcut to clean,
organized financial data

Meet the industry standard for financial data. Complete, easy to maintain, and ready to use out of the box.

Talk with our team Get started

  • Convert more customers

    Convert more customers with a seamless financial onboarding experience.

  • Trusted financial data

    Know that user connections are stable and their data is accurate.

  • Accurate categorisation

    Integrate customer spending behaviour so users can see exactly where their money goes.

Effortless personal financial insights

Categorisation you can count on

Get deeper insight with enriched transaction data. Apply sector-specific insights with built-in categorisation taxonomies to simplify data interpretation.

Transaction summary showing recent activities including an entertainment expense at ABC Theaters, an updated dining transaction at The Gingham Table, and an ATM deposit, with detailed information like categories, counterparties, and locations.

Built for conversion

Plaid is engineered to convert more users, and bring them back. With frictionless authentication and token-based returning user flows, customers reconnect in a tap, not a process., you can help users transfer funds to your platform with just a few clicks.

Financial portfolio summary for Argyle National Bank showing a total balance of $56,842.89, with breakdowns into cash, equity, ETF, and fixed income. Includes visual pie charts highlighting cash at 39% and equity at 21%.

European scale, local nuance

Plaid’s categorisation engine is trained on tens of millions of transactions across Europe, connecting to 12,000+ institutions across 20 countries.

Financial dashboard for Eva Prosperi at Gingham Bank showing payment history to institutions like Bird's Eye Bank, Trellis Mortgages, T&C Motors, and Herringbone Loans, with details on amounts, interest rates, and payment dates.
Transaction summary showing recent activities including an entertainment expense at ABC Theaters, an updated dining transaction at The Gingham Table, and an ATM deposit, with detailed information like categories, counterparties, and locations.
Financial portfolio summary for Argyle National Bank showing a total balance of $56,842.89, with breakdowns into cash, equity, ETF, and fixed income. Includes visual pie charts highlighting cash at 39% and equity at 21%.
Financial dashboard for Eva Prosperi at Gingham Bank showing payment history to institutions like Bird's Eye Bank, Trellis Mortgages, T&C Motors, and Herringbone Loans, with details on amounts, interest rates, and payment dates.

CUSTOMER STORIES

See who’s shipping the
latest features with Plaid

  • Rocket Money made it easy to find and manage ongoing subscriptions

    Watch the Q&A

  • Copilot gave users real-time snapshots of their finances

    Read the story

  • SoFi launched an online budget planner and money tracker app

    Read the story

  • Brigit helped users save over $100 million in overdraft fees

    Read the story

Access clean, organized data instantly

Let’s get started

By submitting this form, I confirm that I have read and understood Plaid's Privacy Statement.