Plaid integration
Connect
Connect
Connect
Connect
Plaid
Plaid
Plaid
Plaid
to AI agents.
to AI agents.
to AI agents.
to AI agents.
Connect Plaid's financial data infrastructure to V7 Go's AI agents to automate transaction analysis, account verification, and real-time balance monitoring across connected financial institutions.
Data Source
Data Source
Data Source
Plaid
Connect Plaid to V7 Go and automate financial data aggregation, transaction analysis, and account verification workflows for fintech and financial services applications.
Finance & Investing
Transaction Analysis
Account Verification
Financial Reconciliation
Plaid
Connect Plaid to V7 Go and automate financial data aggregation, transaction analysis, and account verification workflows for fintech and financial services applications.
Finance & Investing
Transaction Analysis
Account Verification
Financial Reconciliation
Plaid
Connect Plaid to V7 Go and automate financial data aggregation, transaction analysis, and account verification workflows for fintech and financial services applications.
Finance & Investing
Transaction Analysis
Account Verification
Financial Reconciliation
Destination
Select app below
Example workflow
Example workflow
Example workflow
Plaid example workflow
Plaid example workflow
Plaid example workflow
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Popular workflows
Example
Input
New transaction detected
AI Agent
Output
Input
New transaction detected
Sync Updates Available (Instant)
Emit new event when there are new updates available for a connected account..
AI Agent
AI Financial Reconciliation Agent
Reconciling financial transactions
Output
Waiting for analysis
Let the agent run first
Input
New transaction detected
AI Agent
Output
Input
New transaction detected
Sync Updates Available (Instant)
Emit new event when there are new updates available for a connected account..
AI Agent
AI Financial Reconciliation Agent
Reconciling financial transactions
Output
Waiting for analysis
Let the agent run first
Featured workflows
Featured workflows
Featured workflows
A library of
A library of
A library of
Plaid Workflows
Plaid Workflows
Plaid Workflows
ready to operate
ready to operate
ready to operate
Select from a library of pre-built AI agents to power your Plaid workflows.
Select from a library of pre-built AI agents to power your Plaid workflows.
Select from a library of pre-built AI agents to power your Plaid workflows.
Popular workflows
From
Slack
to
Plaid
with
Agents
Slack + Plaid
Get instant alerts when new accounts are connected or transactions are detected.
From
Slack
to
Plaid
with
Agents
Slack + Plaid
Get instant alerts when new accounts are connected or transactions are detected.
From
Slack
to
Plaid
with
Agents
Slack + Plaid
Get instant alerts when new accounts are connected or transactions are detected.
From
Slack
to
Plaid
with
Agents
Slack + Plaid
Get instant alerts when new accounts are connected or transactions are detected.
From
Addressfinder
to
Plaid
with
Agents
Excel + Plaid
Export transaction data to spreadsheets for financial analysis.
From
Addressfinder
to
Plaid
with
Agents
Excel + Plaid
Export transaction data to spreadsheets for financial analysis.
From
Addressfinder
to
Plaid
with
Agents
Excel + Plaid
Export transaction data to spreadsheets for financial analysis.
From
Addressfinder
to
Plaid
with
Agents
Excel + Plaid
Export transaction data to spreadsheets for financial analysis.
From
QuickBooks
to
Plaid
with
Agents
Plaid + QuickBooks
Sync bank transactions directly to QuickBooks for automated reconciliation.
From
QuickBooks
to
Plaid
with
Agents
Plaid + QuickBooks
Sync bank transactions directly to QuickBooks for automated reconciliation.
From
QuickBooks
to
Plaid
with
Agents
Plaid + QuickBooks
Sync bank transactions directly to QuickBooks for automated reconciliation.
From
QuickBooks
to
Plaid
with
Agents
Plaid + QuickBooks
Sync bank transactions directly to QuickBooks for automated reconciliation.
From
Addressfinder
to
Plaid
with
Agents
Plaid + Salesforce
Update customer financial profiles with real-time account data.
From
Addressfinder
to
Plaid
with
Agents
Plaid + Salesforce
Update customer financial profiles with real-time account data.
From
Addressfinder
to
Plaid
with
Agents
Plaid + Salesforce
Update customer financial profiles with real-time account data.
From
Addressfinder
to
Plaid
with
Agents
Plaid + Salesforce
Update customer financial profiles with real-time account data.
From
HubSpot
to
Plaid
with
Agents
Plaid + HubSpot
Enrich CRM records with verified financial account information.
From
HubSpot
to
Plaid
with
Agents
Plaid + HubSpot
Enrich CRM records with verified financial account information.
From
HubSpot
to
Plaid
with
Agents
Plaid + HubSpot
Enrich CRM records with verified financial account information.
From
HubSpot
to
Plaid
with
Agents
Plaid + HubSpot
Enrich CRM records with verified financial account information.
From
Stripe
to
Plaid
with
Agents
Plaid + Stripe
Verify customer bank accounts for ACH payments and transfers.
From
Stripe
to
Plaid
with
Agents
Plaid + Stripe
Verify customer bank accounts for ACH payments and transfers.
From
Stripe
to
Plaid
with
Agents
Plaid + Stripe
Verify customer bank accounts for ACH payments and transfers.
From
Stripe
to
Plaid
with
Agents
Plaid + Stripe
Verify customer bank accounts for ACH payments and transfers.
Actions & Triggers
Actions & Triggers
Actions & Triggers
Use
Use
Use
Use
Plaid
Plaid
Plaid
Plaid
to build powerful automations across multiple tools
to build powerful automations across multiple tools
to build powerful automations across multiple tools
to build powerful automations across multiple tools
Popular workflows
Workflow triggers from Plaid
Workflow triggers from Plaid
Workflow triggers from Plaid
Workflow triggers from Plaid
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
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Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Help
Help
Have questions?
Have questions?
Have questions?
Find answers.
Find answers.
Find answers.
Any more questions?
Do I need a Plaid account to use this integration?
Yes, you'll need an active Plaid account with API credentials to access financial data. V7 Go enhances your Plaid investment by automating data analysis and workflow coordination, helping you extract maximum value from your financial data connections.
+
Can I customize the AI agents for my specific financial workflows?
Absolutely! V7 Go's AI agents can be customized to handle specific financial reconciliation rules, transaction categorization logic, and verification requirements. You can configure workflows to match your institution's unique processes and compliance standards.
+
How secure is the data integration with Plaid?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your financial data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions and comply with relevant regulations.
+
What financial institutions does Plaid support?
Plaid connects to over 12,000 financial institutions globally, including banks, credit unions, and investment firms. V7 Go can process transaction and balance data from any institution supported by Plaid, enabling comprehensive financial data aggregation across your customer base.
+
Can I integrate Plaid data with my existing accounting or CRM systems?
Yes! V7 Go can send analyzed Plaid data to various output integrations including QuickBooks, Salesforce, HubSpot, and custom webhooks. This ensures seamless integration with your existing financial and business systems.
+
How does this integration help with account verification and fraud prevention?
V7 Go's AI agents can automatically verify bank account ownership, validate account information, and flag suspicious transaction patterns using Plaid data. This accelerates onboarding processes, reduces fraud risk, and improves customer verification workflows.
+
Do I need a Plaid account to use this integration?
Yes, you'll need an active Plaid account with API credentials to access financial data. V7 Go enhances your Plaid investment by automating data analysis and workflow coordination, helping you extract maximum value from your financial data connections.
+
Can I customize the AI agents for my specific financial workflows?
Absolutely! V7 Go's AI agents can be customized to handle specific financial reconciliation rules, transaction categorization logic, and verification requirements. You can configure workflows to match your institution's unique processes and compliance standards.
+
How secure is the data integration with Plaid?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your financial data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions and comply with relevant regulations.
+
What financial institutions does Plaid support?
Plaid connects to over 12,000 financial institutions globally, including banks, credit unions, and investment firms. V7 Go can process transaction and balance data from any institution supported by Plaid, enabling comprehensive financial data aggregation across your customer base.
+
Can I integrate Plaid data with my existing accounting or CRM systems?
Yes! V7 Go can send analyzed Plaid data to various output integrations including QuickBooks, Salesforce, HubSpot, and custom webhooks. This ensures seamless integration with your existing financial and business systems.
+
How does this integration help with account verification and fraud prevention?
V7 Go's AI agents can automatically verify bank account ownership, validate account information, and flag suspicious transaction patterns using Plaid data. This accelerates onboarding processes, reduces fraud risk, and improves customer verification workflows.
+
Do I need a Plaid account to use this integration?
Yes, you'll need an active Plaid account with API credentials to access financial data. V7 Go enhances your Plaid investment by automating data analysis and workflow coordination, helping you extract maximum value from your financial data connections.
+
Can I customize the AI agents for my specific financial workflows?
Absolutely! V7 Go's AI agents can be customized to handle specific financial reconciliation rules, transaction categorization logic, and verification requirements. You can configure workflows to match your institution's unique processes and compliance standards.
+
How secure is the data integration with Plaid?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your financial data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions and comply with relevant regulations.
+
What financial institutions does Plaid support?
Plaid connects to over 12,000 financial institutions globally, including banks, credit unions, and investment firms. V7 Go can process transaction and balance data from any institution supported by Plaid, enabling comprehensive financial data aggregation across your customer base.
+
Can I integrate Plaid data with my existing accounting or CRM systems?
Yes! V7 Go can send analyzed Plaid data to various output integrations including QuickBooks, Salesforce, HubSpot, and custom webhooks. This ensures seamless integration with your existing financial and business systems.
+
How does this integration help with account verification and fraud prevention?
V7 Go's AI agents can automatically verify bank account ownership, validate account information, and flag suspicious transaction patterns using Plaid data. This accelerates onboarding processes, reduces fraud risk, and improves customer verification workflows.
+
Do I need a Plaid account to use this integration?
Yes, you'll need an active Plaid account with API credentials to access financial data. V7 Go enhances your Plaid investment by automating data analysis and workflow coordination, helping you extract maximum value from your financial data connections.
+
Can I customize the AI agents for my specific financial workflows?
Absolutely! V7 Go's AI agents can be customized to handle specific financial reconciliation rules, transaction categorization logic, and verification requirements. You can configure workflows to match your institution's unique processes and compliance standards.
+
How secure is the data integration with Plaid?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your financial data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial institutions and comply with relevant regulations.
+
What financial institutions does Plaid support?
Plaid connects to over 12,000 financial institutions globally, including banks, credit unions, and investment firms. V7 Go can process transaction and balance data from any institution supported by Plaid, enabling comprehensive financial data aggregation across your customer base.
+
Can I integrate Plaid data with my existing accounting or CRM systems?
Yes! V7 Go can send analyzed Plaid data to various output integrations including QuickBooks, Salesforce, HubSpot, and custom webhooks. This ensures seamless integration with your existing financial and business systems.
+
How does this integration help with account verification and fraud prevention?
V7 Go's AI agents can automatically verify bank account ownership, validate account information, and flag suspicious transaction patterns using Plaid data. This accelerates onboarding processes, reduces fraud risk, and improves customer verification workflows.
+
Get started
Ready to build
the best
Plaid
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Plaid
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Plaid
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
Plaid
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration