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Plaid integration

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Overview

Company website:

https://plaid.com

Integration launch date:

August 21, 2026

API Categories:

Accounting File Storage Passthrough

API Authorization:

OAuth2 client credentials flow

Data-regions:

Production Sandbox

ACCOUNTING BANKFEEDACCOUNT

End-API object:

account

Unified API Methods:

List options:

Readable fields:

account_number account_number_last4 account_type balance bank_name currency id name routing_number

Slow fields:

bank_name account_number routing_number

Writable fields:

ACCOUNTING BANKFEEDTRANSACTION

End-API object:

transaction

Unified API Methods:

List options:

bankfeedaccount_id end_lt limit start_gte updated_gte

Readable fields:

amount bank_category bankfeedaccount_id currency description id is_pending merchant_name posted_at reference transaction_at type

Writable fields:

ACCOUNTING CATEGORY

End-API object:

category

Unified API Methods:

List options:

Readable fields:

description id name

Writable fields:

STORAGE FILE

End-API object:

statement

Unified API Methods:

List options:

Readable fields:

created_at download_url id mime_type name type

Writable fields:

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

Are we missing anything? Let us know

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