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.
Convert more customers
Convert up to 23% more customers with a seamless financial onboarding experience already used by 1 in 2 adults in the U.S.
Trust your financial data
Know that user connections are stable and their data is accurate, letting your engineers focus on product improvements, not product fixes.
Ship features quickly
Move fast with ready-to-ship features like transaction categories and the ability to identify and track subscriptions and bill payments.
The personal finance features
you want, effortlessly
Full financial pictures
Leverage our suite of products—Transactions, Investments, and Liabilities—to seamlessly integrate customer data into your app. Or, refine and enhance the data you already have with Enrich for a complete financial picture.
Sync reconciles pending
transactions, so you don’t
have to do a thing.
Investment insights
Get instant insights into investments, including balances, holdings, and portfolio-impacting transactions with Investments. With Investments Move, you can help users transfer funds to your platform with just a few clicks.
Connect to 20 different
account types, including
529s, HSAs, and more.
Debt management
Make it easy to get ahead of upcoming debt payments. Use Transactions and Liabilities (U.S. only) to offer debt management or consolidation options that ease users’ financial burden.
Link Recovery notifies users of
institution downtime, helping them
quickly re-link their accounts.
CUSTOMER STORIES
See who’s shipping the
latest features with Plaid
Access clean, organized data instantly
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