Plaid

The safer way to link your financial accounts transactions

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Bank Transaction Sync
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Bank-Grade Security

Trust is the foundation of any financial transaction. The Plaid Module employs bank-grade security measures to safeguard your users’ financial information. From encryption to advanced authentication protocols, rest assured that your data is in safe hands

Banking

Plaid connect

Plaid helps businesses seamlessly connect with user-permissioned financial account data using API integrations for endless possibilities of financial apps and services. Plaid is a service that provides the technology to connect your financial accounts and share their data with an app, service, or company. You might choose to share your account information through Plaid in order to get access to a service or product.
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Integration

API Key Settings Page For Plaid Integration

Plaid software operates between your financial information and financial sites where you want to receive your data. Using a service like Plaid prevents financial sites from having access to all of your banking and other data. Instead, you only share the specific information that you indicate.

Institution

Personal Finances Management

Financial institutions and lending platforms can integrate with Plaid to streamline the loan application and underwriting process. By accessing an applicant’s financial data through Plaid, lenders can verify income, analyze spending patterns, and assess creditworthiness more efficiently. Plaid’s services can be used to verify the identity of individuals during user onboarding or authentication processes. By connecting to users’ bank accounts, Plaid can validate their ownership and identity information.

Plaid allows users to link their bank accounts, credit cards, and other financial accounts from different institutions in one place. This simplifies the process of tracking and managing finances across multiple accounts.

Developers can leverage Plaid's APIs to initiate payments from bank accounts, enabling users to make transactions directly from their accounts within an application.

Plaid enables developers to build applications that provide features such as personal finance management, budgeting, expense tracking, and financial planning. By utilizing Plaids APIs, these applications can securely access users' financial data and provide insights and analysis.
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Fully Integrated
With Other Modules

Seamlessly connects and shares data among various modules

Finance

Manage business's financial documents and transactions

Modules

Industrial Solutions

Enabling business's productivity with unique tech solutions

Modules

Human Resource

Manage all employee's information and boot productivity

Modules

E-Commerce

Sync e-commerce and business operations in one place

Modules

Operations

Manage and automate your daily business operations

Modules

Sales Toolkit

Empowers sales teams with comprehensive tools
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Modules

Communication

Maintain records of business communication
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Modules

Payment Gateways

Enabling a secure and efficient way to handle payments

Modules

Content Management

Manage digital content & documents within system

Modules

Scheduling & Appointment

Maintain records of business communication
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Modules

Social Media

Enhances communication and customer engagement

Modules

Cloud Studio

Customise your ERP account to your need
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Modules

Screenshots
From Our System

Capturing the Essence – Visual Journey through Our System’s Interface