Personal finances
Help users improve their financial health with categorised transactions
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The Problem
Obtaining a comprehensive picture of users' financial health is often times difficult when they have accounts at multiple financial institutions.
The solution
Plaid consolidates 5+ years of financial data using PSD2 integrations. Our categorisation engine makes transaction data easy to use and analyse.
Because of Plaid, we were able to scale quickly without hiring additional engineers, saving us an immense amount of costs and time.
Products and benefits
Encourage users to save
Transactions helps users eliminate wasteful spending and guides users towards investment and savings goals by analysing 5+ years of clean, categorised transaction history