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Payments & Finance

Build more with Plaid.

Connect to bank accounts for financial data, payments, and identity verification. Shape those capabilities into a system that fits your team.

See what you can buildGet a starter prompt

Build concepts, not preinstalled apps. Provider plans, permissions, and API availability apply.

The possibilities

What could you build?

01

Consent-based financial intake

Let customers connect permitted financial information to an application review workflow.

02

Account activity review

Help authorized staff organize linked-account data and follow-up questions.

Start with the consent-based financial intake.

Keep the first version small enough to test with the people who will use it.

  1. 01
    Plaid
  2. 02
    Consent-based financial intake
  3. 03
    Reviewed next action
  1. 01

    Choose the first job

    Use the first idea as your brief: Let customers connect permitted financial information to an application review workflow. Name the person responsible and the information they need to act.

  2. 02

    Confirm access before connecting

    Confirm approved Plaid products, user consent, and data retention. Do not expose bank details in general team views.

  3. 03

    Shape the app with Scout

    Use the starter prompt below. Ask Scout to propose the records, source field mapping, views, and access rules. Preview sample data before connecting Plaid; keep source IDs so records stay traceable.

  4. 04

    Pilot, then expand

    Test with a small approved dataset and a least-privileged user. Check missing records, revoked access, repeated events, and failed requests. Enable live writes or messages only after the responsible owner approves the workflow.

Start with this prompt

Paste into Scout, then adapt it to your team. Do not paste credentials or private customer data.

Create this app with Plaid: Consent-based financial intake. Let customers connect permitted financial information to an application review workflow. Start with sample data and a small, approved set of records. Before connecting live data: Confirm approved Plaid products, user consent, and data retention. Do not expose bank details in general team views. Propose the data model, access rules, and source-to-app field mapping before implementation. Add source links, a last-updated time, and clear empty and connection-error states. Keep credentials out of client code. Require human approval for external messages, source changes, or money movement. Test duplicate events, revoked access, and recovery before publishing.

Make it work your way.

Start with Scout, or map the first build with our team.

Get startedTalk to us