Plaid
The safer way to link your financial accounts transactions
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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.
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.
Fully Integrated
With Other Modules
Seamlessly connects and shares data among various 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