Financial Consulting Services and Accountants

Automated Transaction Data Retrieval

Develop both manual and automated financial portals for your clients, enabling seamless integration with Plaid for financial analysis.

• Automate the retrieval of transaction data and bank account information using Plaid, with no limit on the number of connected accounts.
• Create and manage separate accounts for your clients, ensuring privacy and data security for each individual client.

No-Code SaaS Solution

Build your own no-code SaaS product that allows users to connect their bank accounts through Plaid, store the data in a secure database, and utilize AI for comprehensive financial analysis and reporting.