Plaid Services

Details

• Add a step in your users workflow that allows them to link their bank accounts via Plaid
• Included from Plaid: credential validation, multi factor authentication, error handling, bank account information storage
• Instantly authenticate bank accounts: receive verified bank accounts that allow for immediate charging
• Process ACH payments for users via Stripe: allow users to pay directly from their linked bank accounts‍

Timeline ~3 weeks

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Details

• Add a step in your users workflow that allows them to link their bank accounts via Plaid
• Included from Plaid:
• Credential validation
• Multi factor authentication
• Error handling
• No banking account information stored on your end
• Setup recurring bank account syncing to keep bank account information up to date
• Update bank account details on the cadence of your choice
• Alert users to bank account linking errors
• Surface banking data in your application
• Access and expose bank balances, transactions, investments, assets and liabilities

Timeline ~1 week

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Details

• Customer user creation and login
• Account creation and password reset workflows that meet your companies security standards
• Add a step in your users workflow that allows them to link their bank accounts via Plaid
• Update and remove bank accounts
• View balance overviews
• Internal team user creation and login
• Manage internal team access and permission levels based on your organizational structure
• List view of all customer users and high level balance information
• View individual customer user transaction and bank account details
• View bank account link errors and alert customers when action needs to be taken
• Data integration into other applications

Timeline ~1-4 months

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