Plaid
Pull live balances and transactions straight from the bank
About this plugin
Finally know where your money actually went.
You wanted to build something, not become your own bookkeeper. Yet there you are again, logging into three different banks, squinting at statements, trying to remember what that random charge was and whether you even got paid this week. The numbers are scattered everywhere, and the picture never quite adds up.
Hand it to your agent. Once you link your accounts, it pulls everything into one place and answers you in plain words. No spreadsheets, no logins, no hunting. Just ask in chat and get a straight answer about what came in, what went out, and what is sitting there right now.
You could ask it to:
- "How much did I actually spend last month, and on what?"
- "What's my balance across all my accounts right now?"
- "Did that client payment land yet?"
- "Pull together my income for the year so far."
Install Plaid and let your money finally explain itself.