Analyze your Plaid data with AI today.
Build dashboards, automate reports, and ask questions in plain English — all from your Plaid data, no complex infrastructure to maintain.
Want it to watch your Plaid data and act on its own? Meet the Plaid agent →
Everything Plaid exposes, modeled and queryable.
Plaid financial data aggregation covering linked bank account balances and transaction history. Enables cash-flow analysis, spending categorization, and balance trend monitoring across connected financial institutions.
Tables & streams
Current and available balances for linked bank accounts, including account type and currency; enables point-in-time cash position tracking, balance trend analysis, and multi-account aggregation.
Individual financial transactions across linked accounts with amounts, dates, merchant info, and Plaid categories; enables spending analysis, cash-flow forecasting, category breakdowns, and transaction-level reconciliation.
Three steps. One afternoon.
Authenticate Plaid in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Plaid data lives next to every other source — ready to join.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Pair Plaid with the rest of your data.
Join Plaid with the rest of your data, then ask Fi questions across all of it.
