Customers using this solution

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

Plaid consolidates financial data from multiple sources and categorizes transaction data with up to 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 Drop See the full case study


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

Build users' net worth

Balance helps keep track of users' overall net worth and where they have their assets

Help users manage debt

Balance and Transactions can remind users of upcoming debt payments and suggest refinancing and debt consolidation options

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