Plaid
plaid.comPlaid is a leading financial data platform that helps applications securely connect to users’ bank accounts. It provides reliable access to real-time balances, transaction history, and instant update notifications—so products can keep financial views fresh without manual syncing. Plaid is widely trusted in fintech and business integrations for secure data handling and dependable connectivity across a broad network of financial institutions.
With Plaid connected, BOBs can keep a live picture of your financial position by pulling current balances and retrieving transaction history on demand. More importantly, Plaid’s instant signals help BOBs react quickly—whenever new accounts appear, new transaction events arrive, or a sync update is available—so finance decisions and downstream tasks don’t wait for manual checks or scheduled batch runs.
This unlocks finance-driven operations like automated cashflow dashboards, transaction categorization and tagging triggers (when paired with your other tools), reconciliation support, and proactive workflows such as notifying the right team when balances change significantly or when relevant transactions occur. BOBs can also create and manage the necessary access tokens and user linkages so connected systems stay aligned as accounts evolve over time.
What can BOBs do with Plaid?
Perform actions
- Create Access Token
- Create Sandbox Public Token
- Create User
- Get Real-Time Balance
- Get Transactions
Listen to real-time events
- New Accounts Available (Instant)
- New Event (Instant)
- Sync Updates Available (Instant)