Plaid is a behind the scenes service provider linking people to over 11,000 banks and financial institutions — the most popular is Venmo and services like them. Plaid links companies like Beeline to your financial institution using bank-level encryption. Plaid’s system only allows for viewing your information with no access to your accounts. If you don't want to link to Plaid, you can upload bank statements as well - just select the manual upload option on the screen when you are at that step.
Updated on: 14/04/2023