Bank Connect - Powered by Plaid - Cloud Maven, Inc - AppExchange
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Bank Connect - Powered by Plaid

By Cloud Maven, Inc
Bank Connect - Powered by Plaid
Short Video
Bank Connect Features (Powered by Plaid)
Bank Connect Benefits (Powered by Plaid)
Form to initiate Bank Verification Request
Step by Step Process of Selecting and Authenticating with the Bank
Real-Time Tracking of the Bank Authorization Status and the Plaid Products.
All type of Bank Accounts, balances, ACH Numbers, Income associated with the Bank are stored.
Details on the Transactions & Historical Balances are stored within the Salesforce for every Account
Asset Report includes account balances, historical transactions, account holder identity information

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

Rating

(7)

Latest Release

5/24/2021

CATEGORIES

Integration
Easiest way to authenticate bank account, track transaction, and balances

Bank Connect - Powered by Plaid is a native Salesforce app that enables the customer to easily authenticate bank account which enables the business to verify the identity of the consumer, income, assets, and automatically pulls bank transaction data.

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