Let customers connect their bank and see their money: balances, transactions, spending insights, investments and debts — all synced securely from Plaid.
Connect once on Connect a bank; every other demo here reuses that connection.
Banking data
1
Connect a bank
Open Plaid Link and connect a Sandbox bank in under a minute.
Try it →2My bank accounts
Connected banks with balances, refresh, reconnect and recurring payments.
Try it →3Transactions
Synced transactions with categories, search and filters.
Try it →4Money dashboard
A personal-finance dashboard: balances, spending insights, investments and debts.
Try it →5Investments
Holdings across connected investment accounts with allocation and gains.
Try it →6Debts & loans
Credit cards and loans ordered by APR, with minimum payments and due dates.
Try it →