Plaid and Deline

Banking context should make your records easier to understand.

Talk to us
01

Understand the provider role

Plaid is a Deline integration partner. Bank connectivity depends on the supported account, institution, region and feature. Do not assume that every institution or every Plaid product is available merely because the integration relationship exists.

02

Review the purpose of a connection

Before connecting an account in the real application, read the information about the requested access and its purpose. Keep that decision separate from a general product demonstration or marketing illustration.

03

A connection is not a transfer

Access to banking information does not itself authorize or initiate a payment. Keep incoming activity, invoice records and actual money movement conceptually separate. A matching decision should be grounded in the relevant references and amounts.

04

Bring coverage questions to support

Support contact details will be available before launch.

05

About the figures on this site

Plaid states that it supports over 12,000 financial institutions and that 9,000+ fintechs are built on Plaid. These are Plaid’s own published figures about its network; they do not describe Deline’s customers or the institutions available in every Deline workflow.

01Keep the source02Check the context03Choose the next step

Make more room for your life.Powerful accounting, with an AI agent by your side.