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

AccountsInfo+Balances-All

Balances

Credit Details

Identity

Income

Institutions-All

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Liabilities

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Plaid data to OneDrive

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files
OneDrive

Export and sync comprehensive Plaid datasets to Excel Online XLSX or CSV files in OneDrive folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive

External Resources about OneDrive:

Wikipedia

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G2

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