By Cloud Maven, Inc
Starting at $250 USD per company per month Application is powered by Plaid. The customer will require a subscription with the Plaid platform.
Discounts available for nonprofits
Latest Release
1/7/2025
CATEGORIES
IntegrationBank Connect (Powered by Plaid) Authenticates bank accounts to verify/track assets, transactions, balances income, and identity within Salesforce.####Benefitss: Reduces fraud risk and improves decision accuracy by providing real-time financial insights.
A plaid subscription is required. We are a technology partner of plaid and would be able to make the introduction to expedite the subscription/membership process.####Now also send/review money using plaid payments. We also support Plaid Payment(UK) and Bank Transfer (US) products.
We show Salesforce accounts that are linked to a Trailblazer account and have the Manage Billing permission. If an account is missing, check that it's connected to to your Trailblazer account profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.