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12 Jul 2024 02:52 AM
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.