Obtaining a comprehensive picture of users' financial health is often times difficult when they have accounts at multiple financial institutions.

Plaid consolidates 5+ 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


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

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

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