Automatically Export & Sync Plaid Data to Microsoft Power BI
Plaid provides an interface for connecting to Plaid and Plaid's connected financial institutions. It takes about 1 minute to click through the prompts.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.
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