Personal finances

Help users improve their financial health with categorised transactions

Or,

Personal finances
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 2 years of financial data using Open Banking 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.
Daniel Whiffing, Technical Lead at DropSee the full case study
Products and benefits


Encourage users to save

Transactions helps users eliminate wasteful spending and guides users towards investment and savings goals by analysing 2 years of clean, categorised transaction history

Understand a user’s investments

Leverage Investments to gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding

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

Customise for conversion

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

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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