Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stands out for its robust security measures, ensuring sensitive financial data is handled with utmost safety. The software supports a wide range of financial institutions, making it highly versatile. Its user-friendly interface simplifies the process of financial transactions and analysis. Additionally, Plaid's real-time data access provides up-to-date financial insights, aiding in better financial decision-making for both individuals and businesses. This makes Plaid a vital tool in the modern fintech landscape, offering efficiency, security, and convenience.

Does Plaid offer a free version?

No, Plaid does not offer a free version.

Does Plaid offer a free trial?

Yes, Plaid offers a free trial.

Are Credit Card details required for the Plaid trial?

No, Credit Card details are not required for the Plaid trial.

Small-Business, Midsize-Business, Large-Enterprise-Business

Plaid Reviews Jun 2025: Pricing & Features

Compliance Software

HIPAA Compliant
Compliance Tracking
Risk Assessment
Environmental Compliance
Policy Management
Alerts/Escalation
ISO Compliance
Incident Management
Risk Management
OSHA Compliance
Document Management
Task Management
Surveys & Feedback
Training Management
Compliance Management
FDA Compliance
Audit Management
Audit Trail
Controls Audit
Access Controls/Permissions

Mortgage Software

Third Party Loan Origination
Loan Origination
Activity Dashboard
Pipeline Management
Pricing Management
Pre-Qualification
Lender Search
Electronic Applications
Refinance Management
Payment Tracking
Document Storage
Property Tax Management
Contact Management
Marketing Automation
HUD Settlement Statements
Commercial Mortgages
Loan Management
Government Loans
Promissory Notes
Lead Management
Outsource Processing
Credit Reporting
Compliance Management
Escrow Management
Amortization Schedule
Customer Statements
Task Management
Client Database
Loan Servicing
Residential Mortgages
Accounting
CRM
Borrower Management
For Brokers

Identity Management Software

Password Management
Policy Management
Self-Service Access Request
Unified Directory
Audit Management
Access Certification
Activity Dashboard
Audit Trail
Access Management
Authentication
Credential Management
Single Sign On
Active Directory Integration
Privileged Account Management
Multi-Factor Authentication
Secure Login
PCI Compliance
HIPAA Compliant
Biometrics
SSL Security
Event Logs
Fraud Detection
Collaboration Tools
Member Accounts
Mobile Access
User Provisioning
Two-Factor Authentication
Compliance Management
Access Controls/Permissions
Real Time Monitoring

Mobile Application Development Software

Access Controls
Collaboration Tools
Debugging
Deployment Management
Integrated Development Environment
Source Control
Task Management
Version Control
Workflow Management
Change Management
Configurable Workflow
Offline Access
Database Support
Pre-built Templates
Drag & Drop
Data Modeling
No-Code Development
Compatibility Testing
Graphical User Interface

Background Check Software

Employment Screening
Background Screening
Recruitment Management
Records Management
Real Time Monitoring
Instant Check
Data Verification
Self Service Portal
Employment Eligibility Verification
Online Applications
Reference Checking
Fraud Detection
Job Application Management
Screening Services Integration
Compliance Management
Employee Onboarding
Feedback Management
Batch Processing
Applicant Tracking
Identity Verification
Criminal History Verification
Education Verification
Candidate Profiles
Drug & Health Screenings

Banking Systems Software

Credit Card Management
Reporting & Statistics
Multi-Currency
Customer Experience Management
Corporate Banking
Compliance Tracking
Transaction History
Real Time Monitoring
Retail Banking
Multi-Branch
Compliance Management
Audit Management
Investment Banking
Secure Login
Contact Database
Electronic Payments
Document Storage
Securities Management
User Management
Financial Management
Transaction Monitoring
Private Banking
Accounting
Lending Management
ATM Management
Fraud Detection

AML Software

Compliance Tracking
Fraud Detection
Investigation Management
Alerts/Notifications
Case Management
Identity Verification
Workflow Management
Watch List
PEP Screening
Behavioral Analytics
Compliance Management
SARs
Reporting/Analytics
Transaction Monitoring
Risk Management

App Building Software

Pre-built Templates
Forms Creation & Design
No-Code
Drag & Drop
Collaboration Tools
Compatibility Testing
Visual Modeling
Deployment Management
Workflow Management
Iteration Management

Authentication Software

Self Service Portal
Access Controls/Permissions
Alerts/Notifications
Knowledge-Based Authentication
Biometrics
Mobile Authentication
Credential Management
Policy Management
Multi-Factor Authentication
User Management
Single Sign On
Compliance Management

Client Onboarding Software

Activity Dashboard
Activity Tracking
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Communication Management
Data Import/Export
Document Management
Electronic Forms
Email Management
Onboarding
Reporting & Statistics
Surveys & Feedback
Task Management
Third-Party Integrations
Workflow Management

Commercial Loan Software

Document Management
Amortization Schedule
Automatic Funds Distribution
Investor Management
Collateral Tracking
Accounting
Payment Collection
Third-Party Integrations
Compliance Management
Reporting/Analytics
Audit Trail
Contact Management
Data Import/Export
Loan Portfolio Management
PCI Compliance

Commercial Property Management Software

Maintenance Management
Property Database
Financial Management
Commercial Properties
Lease Management
Tenant Portal
Rent Tracking
Owner Portal
Late Fee Calculation
Payment Processing
Accounting
Document Management
Communication Management
Reporting & Statistics
Vacancy Management
Maintenance Scheduling

Cryptocurrency Wallets Software

Multi-Coin Support
Cryptocurrency Sending & Receiving
Real-Time Reporting
Data Security
Cryptocurrency Exchange
API
Trend Analysis
Desktop Wallets
Online Wallets
Mobile Wallets
Transaction Management
Alerts/Notifications
Income & Balance Sheet
Visual Analytics

Direct Deposit Payroll Software

Approval Process Control
Dashboard
Employee Database
Payroll Management
Payroll Reporting
Tax Compliance
Employee Self Service
Time Tracking
W-2 Preparation
Benefits Management
Compensation Management
Employee Profiles

Financial Fraud Detection Software

For Banking
Internal Fraud Monitoring
For Insurance Industry
Customer Accounts
Check Fraud Detection
Custom Fraud Rules
Data Discovery

Financial Management Software

Tax Management
Financial Reporting
Data Visualization
Financial Analysis
Compliance Management
Bank Reconciliation
Consolidation/Roll-Up
Dashboard Creation
Budgeting/Forecasting
Revenue Recognition
Cash Management
Accounting
Investment Management
Real-Time Data
Data Import/Export

Financial Reporting Software

Cash Management
Expense Tracking
Multi-Currency
What If Scenarios
Customizable Reports
Billing & Invoicing
Data Import/Export
Financial Management
Consolidation/Roll-Up
Activity Dashboard
Bank Reconciliation
Audit Trail
Forecasting
Third-Party Integrations
Budgeting/Forecasting
Data Visualization
Reporting/Analytics
Multi-Company
Financial Analysis

Financial Risk Management Software

Liquidity Analysis
Market Risk Management
Risk Analysis
Reporting/Analytics
Operational Risk Management
Portfolio Management
Portfolio Modeling
For Hedge Funds
Compliance Management
Credit Risk Management
Loan Portfolio Management
Stress Tests

Financial Services Software

Risk Management
Compliance Management
Financial Analysis
Billing & Invoicing
Customer Engagement
Electronic Payments
CRM
Forecasting
Transaction Monitoring
Financial Management
Performance Management
Reporting/Analytics
For Financial Institutions
Asset Lifecycle Management

Identity Verification Software

Address Validation
AI/Machine Learning
Fraud Detection
Biometrics
Compliance Management
Data Extraction
Data Verification
ID Scanning
KYC Compliance
AML Compliance
Multiple Authentication Methods
Records Management
User Onboarding

Integrated Risk Management Software

Risk Assessment
Compliance Management
Vendor Management
IT Risk Management
Operational Risk Management
Audit Management
Safety Management
Dashboard
Incident Management

Investment Management Software

Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management

KYC Software

Identity Verification
Risk Management
Document Management
Compliance Management
Fraud Detection
Biometrics
Optical Character Recognition
Blockchain Support
Background Screening
AI/Machine Learning
Real-Time Monitoring
Onboarding
Address Validation
Data Capture and Transfer
Authentication
Liveness Detection
Customer Data Management
PEP Screening

Loan Origination Software

Automated Decisioning/Underwriting
Electronic Signature
Customer Management
Loan Portfolio Management
Audit Trail
Activity Dashboard
Compliance Management
Reporting & Statistics
Online Applications
Payment Collection
Loan Management
Workflow Management
Financial Analysis

Loan Servicing Software

Document Management
Amortization Schedule
Automatic Funds Distribution
Investor Management
Collateral Tracking
Accounting
Payment Collection
Third-Party Integrations
Compliance Management
Reporting/Analytics
Audit Trail
Contact Management
Data Import/Export
Loan Portfolio Management
PCI Compliance

Medical Billing Software

Claims Management
E-Prescribing
Invoice History
Quotes/Estimates
Electronic Payments
Code & Charge Entry
Remittance Advice
Self Service Portal
Practice Management
Insurance Eligibility Verification
Charting
Customizable Templates
Forms Management
Dunning Management
Billing & Invoicing
Compliance Tracking
Appointment Management
Claims Scrubbing
HIPAA Compliant

Mobile Banking Software

P2P Payments
Remote Deposit
Digital Wallet
Cash Management
Customer Accounts
Mobile Access
SSL Security
Financial Management
Transaction Monitoring
SMS Banking
Bill Payment
Fraud Detection
ACH Payment Processing
Online Banking
Electronic Funds Transfer

Mobile Credit Card Processing Software

Contactless NFC
Third-Party Integrations
Electronic Signature
Recurring/Subscription Billing
Mobile Card Reader
Mobile Access
PCI Compliance
Point of Sale (POS)
Reporting & Statistics
Receipt Management
Credit Card Processing
Electronic Payments

Online Banking Software

Electronic Statements
Authentication
Retail Banking
Fraud Detection
Single Sign On
Cash Management
Activity Dashboard
Marketing Automation
Transaction History
Alerts/Escalation
Credit Card Management
Brokerage Management
Chat/Messaging
Mobile Access
Transaction Monitoring
Electronic Payments
Loan Management

Payment Processing Software

Electronic Signature
Billing & Invoicing
In-Person Payments
Recurring/Subscription Billing
Payment Fraud Prevention
Payment Processing
Data Security
Electronic Payments
Multiple Payment Options
Payment Processing Services Integration
Point of Sale (POS)
Online Payments
Reporting/Analytics
Debit/Credit Card Processing
ACH Payment Processing
Mobile Payments
PCI Compliance
Third-Party Integrations
Multi-Currency

Recurring Billing Software

Multiple Payment Options
Dunning Management
Revenue Recognition
Payment Processing
Multi-Period Recurring Billing
Reporting & Statistics
Invoice Processing
Contact Database
Deferred Billing
Third-Party Integrations
Bank Reconciliation
Refund Management
Multi-Currency
Subscription Management
PCI Compliance
Self Service Portal
Billing & Invoicing
Tax Calculation

Risk Management Software

Risk Scoring
Audit Management
Predictive Analytics
Exceptions Management
Mobile Access
Business Process Control
Legal Risk Management
Alerts/Notifications
Operational Risk Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Internal Controls Management
Risk Assessment
IT Risk Management
Reputational Risk Management
Response Management
Incident Management
Audit Trail
Risk Analysis
Reporting/Analytics
Document Management
Document Storage
Risk Alerts

Plaid Claim

Plaid Overview

Plaid Screenshot & Video

Contact Details

Support

Training

Licensing & Deployment

Typical Customers

Languages Supported

Industries

Plaid Features

Compliance Software

Mortgage Software

Identity Management Software

Mobile Application Development Software

Background Check Software

Banking Systems Software

AML Software

App Building Software

Authentication Software

Client Onboarding Software

Commercial Loan Software

Commercial Property Management Software

Cryptocurrency Wallets Software

Direct Deposit Payroll Software

Financial Fraud Detection Software

Financial Management Software

Financial Reporting Software

Financial Risk Management Software

Financial Services Software

Identity Verification Software

Integrated Risk Management Software

Investment Management Software

KYC Software

Loan Origination Software

Loan Servicing Software

Medical Billing Software

Mobile Banking Software

Mobile Credit Card Processing Software

Online Banking Software

Payment Processing Software

Recurring Billing Software

Risk Management Software

Plaid Pricing

Pricing Type

Preferred Currency

Free Trial

Free Version

Payment Frequency

Top Plaid Alternatives

NetSuite

Authorize.net

Onfido

Tipalti

Plaid FAQs

What is Plaid?

Does Plaid offer a free version?

Does Plaid offer a free trial?

Are Credit Card details required for the Plaid trial?

Does Plaid offer an API?

What type of support options does Plaid offer?

What type of training options does Plaid offer?

What different languages does Plaid support?

Who uses the Plaid?

What deployment options does Plaid support?

What devices and operating systems does Plaid support?

Plaid Comparisons