Plaid
Plaid connects Amalgam to bank, card and brokerage accounts at thousands of institutions.
With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.
- Category
- Banking
- Connects By
- Bank Login
- Reports
- 2
- Website
- plaid.com
What You Can Do With Plaid
In a Spreadsheet
Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers.
See How It WorksIn an AI Chat
Connect your AI tool to Amalgam, and it can run Plaid reports to answer your questions.
See Amalgam for AIOn a Schedule
Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.
See RoutinesHow to Connect
Pick your bank in Plaid's window and sign in with your online banking login. Each bank becomes its own connection in Amalgam. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.
Reports2
These reports come straight from Plaid. Set the options once, then refresh whenever you need.
Bank Transactions
Plaid Bank Transactions showing all transactions from connected bank accounts with merchant, category, and amount details.
Options
Statement ReportBeta
Plaid Bank Statement showing transactions with running balance calculated via Excel formulas.
Options
Don't See What You Need?
Tell us which Plaid report or record you're missing, and we'll build it for you, usually within a week.
More Banking Integrations
All Integrations
Try It With Your Plaid Data
Book a demo, take a tour of Amalgam, and get a free trial on us to test the different systems and see how the integrations work first hand.