Empowering Financial Services Customers

Plaid Integration

To Build Applications With Direct Connections to Users’ Bank Accounts

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How Plaid Suite Of APIs Helps Innovation
In Financial Services?

Plaid suite of APIs and its integration in financial apps helps financial advisory firms to improve their customers’ investment
outlooks and make smarter investment decisions in a cost effective and efficient way and lower their financial risks, while
helping them bring decent returns and gain a competitive edge. It helps small businesses to manage their cash flows using
transaction history API.

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access-high-quality-transaction-data
Access High-Quality Transaction Data

Plaid pulls, parse and presents up to 24 months of data and transaction information directly from users’ bank accounts.

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Analyzes Spending Habits

Get detailed insights into spending habits and help your customers making intelligent saving decisions.

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Validate User Authenticity

Plaid instantly verifies account ownership and validates identities to mitigate fraud and risk.

mitigate-risks
Mitigate Risks

It allows investors/lenders to make an informed decision and help mitigate credit losses.

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NSF Reduction

It checks balances in real-time and helps in reducing non-sufficient funds fees.

Plaid Products Overview

  • Transactions
    Transactions

    Get clean, structured, transaction data for up to 24 months. Transaction data may include context such as geolocation, merchant, and category information.

  • Income
    Income

    Verify employment info and validate income information.

  • NSF Reduction
    Nsf Reduction

    It checks balances in real-time and helps in reducing non-sufficient funds fees.

  • Auth
    Auth

    Retrieve account and routing numbers for ACH authentication without micro-deposits.

  • Analyzes Spending
    Habits
    Analyzes Spending
    Habits

    Get detailed insights into spending habits and help your customers making intelligent saving decisions.

Add Plaid Tools To Your Financial Services App and Start Gaining Edge

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