Business finances

Make it easy for everyone to manage business finances

Or,

Business finances
The Problem

From bookkeeping to payroll, business finance and accounting processes are complex experiences for employees and customers alike.

The solution

Plaid makes it easier to manage business finances leveraging Open Banking integrations for account aggregation and payment initiation.

Data cleaning is very difficult, and while others deliver basic functionality, Plaid has the foresight and resources to go above and beyond that basic responsibility.
Daniel Whiffing, Technical Lead at DropSee the full case study
Products and benefits


Better bookkeeping

Transactions provides 2 years of clean, categorised data for personal and business accounts

Verify account ownership

Identity confirms users' identities with what’s on file at the bank

Setup direct debits and payouts

Auth pulls your user's account number, sort code, IBAN, and BIC to enable a seamless setup for direct debits and payouts

Initiate bill and invoice payments within your app

Payment Initiation provides a low-friction way for your users to make standing orders and bill and invoice payments

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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For developers and existing Plaid customers, please open a case through the Plaid Dashboard.