Plaid Integration
At Zie Pie, we offer Plaid integration services to help accountants, bookkeepers, lenders, landlords, and other professionals securely access and share financial data in real time.
Our comprehensive data migration service handles all aspects of your financial data, including
Service: Instantly authenticate and verify bank accounts.
Use Case: Businesses, including payment processors and lenders, can quickly and securely verify user bank accounts to enable secure onboarding and transactions.
Service: Provides real-time bank balance data.
Use Case: Ensures sufficient funds for payments and transactions, preventing non-sufficient funds (NSF) issues for businesses, subscription services, and lenders.
Service: Access detailed transaction histories across various bank accounts.
Use Case: Accountants, bookkeepers, and finance teams can reconcile accounts and track spending in real time, ensuring accurate financial reporting and management.
Service: Verifies income based on bank account data.
Use Case: Lenders and landlords can verify applicants' income to make informed decisions on loans, leases, and credit offers.
Service: Aggregates financial data from multiple accounts to create a comprehensive asset profile.
Use Case: Lenders and mortgage brokers can assess an applicant's financial health, helping with loan qualification and creditworthiness decisions.
Service: Access real-time liability data, such as credit card balances and student loans.
Use Case: Used by lenders, financial advisors, and personal finance platforms to assess a client's debt and liabilities when evaluating loan applications or financial health.
Automate bank reconciliation and transaction data retrieval, ensuring accurate, real-time financial reporting and minimizing manual entry errors.
Verify applicants' income, assets, liabilities, and credit profiles to streamline loan applications and provide quicker, more accurate lending decisions.
Safely verify tenant income, assets, and creditworthiness, ensuring tenants are financially stable for lease agreements.
Enable secure, real-time account verification and balance checks before processing payments, reducing transaction failures and fraud.
Allow users to connect their financial accounts to track spending, manage budgets, and gain deeper insights into their financial health.
Use real-time income and asset verification to speed up rental application reviews and manage tenant payments securely.
