Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Plaid

Plaid Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

InvestmentHoldings

InvestmentHoldings+RealtimeStocks

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Liabilities-Credit

Liabilities-Mortgage

Liabilities-Student

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Plaid data to FTP

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Flatly integrates with over 10,000 banks using Plaid as a gateway.

FTP

Export and sync comprehensive Plaid datasets to CSV or Excel XLSX files on FTP servers.

FTP

External Resources about FTP: