Plaid

Plaid

plaid.com

Plaid is a revolutionary platform that empowers businesses by providing access to financial data. It's a bridge between your business and your customers' bank accounts, enabling you to read and analyze their transaction data. This data-driven approach allows you to make informed decisions, tailor your services, and ultimately drive your business growth.

With Plaid, you're not just getting raw data; you're getting a comprehensive, user-friendly platform that transforms complex financial information into actionable insights. It's designed with security at its core, ensuring your customers' data is always protected. Whether you're a startup or an established enterprise, Plaid provides the tools you need to innovate and stay ahead in the ever-evolving financial landscape.

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How does Plaid work with Bliss?

Connect with Multiple Financial Institutions

Plaid provides a seamless connection to over 11,000 financial institutions across the U.S., Canada, and Europe. This broad reach enables businesses to interact with a diverse range of customer bank accounts, all through a single, unified platform.

Enhanced Transaction Data

With Plaid, businesses can access enriched transaction data. This includes cleaned merchant names, categorization of purchases, and location data. This valuable information can help businesses understand their customers' spending habits and tailor their services accordingly.

Fast and Secure Authentication

Plaid's authentication product reduces the need for micro-deposits and manual data entry, providing a faster, more user-friendly experience. It also employs robust security measures, ensuring that sensitive financial data is handled with the utmost care.

Asset Verification

Plaid's asset verification feature allows businesses to verify account holdings and balances in real time. This can streamline processes such as loan applications and underwriting, making it easier for businesses to make informed decisions quickly.

Liabilities Data

Plaid's liabilities product provides businesses with access to data on their customers' loans and debts. This can help businesses understand their customers' financial health and offer appropriate products or services.

What Plaid data does Bliss support?

  • Plaid
    Institutions

    This entity type allows you to retrieve data about financial institutions that are supported by Plaid. This includes bank names, bank codes, and other related information.

  • Plaid
    Accounts

    This entity type provides information about the user's financial accounts that are linked with Plaid. This includes account balances, account types, and other account details.

  • Plaid
    Transactions

    This entity type allows you to retrieve data about the user's financial transactions. This includes transaction amounts, dates, categories, and other related information.

  • Plaid
    Identity

    This entity type provides information about the user's identity. This includes names, email addresses, phone numbers, and other personal details.

  • Plaid
    Income

    This entity type allows you to retrieve data about the user's income. This includes income amounts, income sources, and other related information.

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Need help with Plaid?

Our team is here to help get you setup or answer any questions you have. Send us an email anytime at help@withbliss.ai or visit our help documentation.

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