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
Connect a bankOpen Plaid Link and connect a Sandbox bank in under a minute.Try it My bank accountsConnected banks with balances, refresh, reconnect and recurring payments.Try it TransactionsSynced transactions with categories, search and filters.Try it Money dashboardA personal finance dashboard: balances, spending insights, investments and debts.Try it InvestmentsHoldings across connected investment accounts with allocation and gains.Try it Debts & loansCredit cards and loans ordered by APR, with minimum payments and due dates.Try it