Plaid

Plaid acts as a secure digital bridge that connects fintech apps, websites, or business platforms directly to users' bank accounts

What Adopt agents can do with Plaid

• Pull bank transactions and account balances
• Verify account ownership and status
• Feed bank data into reconciliation workflows
• Refresh balances for cash position reporting

Why finance teams connect Plaid

Adopt agents read from and write to Plaid over a governed connection, so close, reconciliation, and reporting work runs across Plaid and the rest of your finance stack without manual exports or swivel-chair data entry.