Plaid Connect: Real-time Bank, Identity, and Income verification

Plaid Connect: Instant bank, income, identity verified data inside Salesforce

Manual document verification fails as AI forges paystubs and bank statements

The cost of slow bank and income verification without Plaid integration

Verified bank account, income, identity data inside Salesforce via Plaid

How Plaid verification works inside Salesforce in four steps

Auto-trigger Plaid bank verification on Salesforce records and flows

Launch Plaid bank, income & identity verification requests in one click

Customers start Plaid verification through secure branded email or SMS

Customers connect bank account through Plaid open banking interface

Customers complete income verification through Plaid payroll and bank

Customers complete identity verification (IDV) through Plaid document checks

Plaid bank verification prepares ACH-ready accounts and prevents NSF returns

Analyze balances and risk using Plaid asset verification data in Salesforce

Trusted by 400+ orgs for Plaid bank, income, and identity verification

Get Plaid bank verification, income verification, and IDV—go live in 48hrs