Sync Plaid to Markdown
Automatically sync your Plaid data into Markdown with Flatly's no-code, triggerless, turnkey integration service.
Source: Plaid
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Auth: Plaid (OAuth)
Available datasets
- Balances
- Balances-Recent
- Transactions-AllAvailable
- Transactions-Last X days Date-ranged
- Transactions-AllAvailable+Accounts Combo
- Transactions-Last X days+Accounts Combo Date-ranged
- InvestmentTransactions-All
- InvestmentTransactions-Last X days Date-ranged
- InvestmentTransactions-All+Accounts Combo
- InvestmentTransactions-Last X days+Accounts Combo Date-ranged
- InvestmentHoldings
- Liabilities-Credit
- Liabilities-Mortgage
- Liabilities-Student
Destination: Markdown
Markdown files are lightweight markup language files with plain text formatting syntax.
Auth: Basic, OAuth or Service Account Authentication
How it works
- 1
Connect Plaid
Authenticate Plaid (Plaid (OAuth)) and Markdown (Basic, OAuth or Service Account Authentication) in the Flatly dashboard. You only have to do this once.
- 2
Choose your datasets
Pick which Plaid datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.
- 3
Data lands in Markdown
Flatly uploads your Plaid data to Markdown automatically and refreshes it based on your sync frequency.
Plaid API
Secure access to your financial data
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid's secure integration.
- Authorization.
- Plaid's OAuth flow walks you through connecting to your financial institution. The process takes about a minute and never exposes your credentials to Flatly.
- Read-only scopes.
- Flatly's access is limited to account data — words, numbers, and dates. It does not include money-movement, transfer capabilities, or account holder profiles or identities.
- Combined data sets.
- Pre-blended data sets combine related data automatically, giving you more useful data for analytics with less manual joining work.
FAQ: Plaid
Is it safe to connect my bank account through Plaid?
Plaid is one of the most widely used financial data networks in the US — it's the same infrastructure behind apps like Venmo, Robinhood, and Mint. Your banking credentials go directly to Plaid, never to Flatly. Flatly only ever receives read-only account data (numbers, dates, transaction text) — it has no ability to move money or access your identity.
Will Flatly be able to see my passwords or log into my bank?
No. You authenticate through Plaid's own secure interface, and Plaid alone communicates with your bank. Flatly receives only a limited, scoped data feed from Plaid — not your credentials or any direct bank access.
Can Flatly move money or make transactions on my behalf?
No. Flatly's access is strictly read-only. It cannot initiate transfers, payments, or any account actions whatsoever.
If I connect multiple bank accounts through Plaid, do they all appear in one file?
It depends on the file format you use. For example with Google Sheets, many datasets can be combined as tabs.
Can I choose a date range for transactions, or does it always pull everything?
You have options. Either Alltime or the "Last X Days" option which is date-rangeable, so you're not forced to pull your full account history on every sync.
Is Plaid available for my bank? What if I'm outside the US?
Flatly's Plaid integration covers 10,000+ financial institutions in the US and Canada. Banks outside those two countries are not currently supported through this integration.
What happens to my Plaid connection if I cancel Flatly?
Connections are automatically revoked if you cancel and stop using Flatly.
“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”
Full data refresh
Maintain up-to-date flat files when any nested or bundled data changes in your source app.
Connection Management
Manage multiple tenants, with connection health monitoring.
Bulk Job Management
Control multiple jobs at the same time, with live progress monitoring.
Merged datasets
Export left-joined combo objects like deals+products.
Write options
Refresh one flat file or create a stack of timestamped versions.
Filterability
Include only the columns or views essential for your reporting.
Notifications
Get alerts about your syncs via email, webhooks or Slack notifications.
Logging
Access up to one thousand log entries for your sync operations.
Custom Field Enrichment
Get useful values in your data instead of identifiers or definitions.
Metadata Attachment
See file statistics alongside your flat files to keep track of their origins.
Dark UI Mode
Reduce eye strain and save energy by using our built in dark mode.
Programmatic Jobs
Queue jobs by making API calls or agent requests.
Time Stamp Enrichment
Get human-readable dates and times from UNIX timestamps.
High frequency
10-minute refresh cycles mean your data store is near real-time.
High capacity
Reliably flatten billions of cells to CSV files without hiccups.
Advanced Security
Two-factor authentication and Destination Lock controls.
Stripe-powered Billing
Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.
Mobile access
Manage your sync operations from your phone if you are traveling.
Connect Plaid to Markdown
Get started today with a 14-day free trial. No credit card required. Both human and AI support are available.