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Personal finances

Help users improve their financial health with categorized transactions

Or,

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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 financial data from multiple sources and categorizes transaction data with typically 24 months of history, making it easy to use and analyze.

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 analyzing up to 24 months of clean, categorized transaction history

Enable in–app balance checks

Create a stickier experience by using Balance to allow your users to check the balances of their linked depository accounts in real-time within your app

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

Help people manage debt

Use Liabilities (US only) and Transactions to remind users of upcoming debt payments and suggest refinancing and debt consolidation options

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.

Integrate with Plaid
How It Works

Customize for conversion

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

On average, it takes users 11.5 seconds to open the module, find their bank, and input their bank username and password to connect their accounts.

Customize for conversion
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.

Get user-permissioned bank data

Questions about how Plaid can fit into your business?

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