Integrations · Accounting & Finance
Put an AI employee to work in Plaid.
A service that connects apps to bank accounts. Your AI employee connects to it over Plaid's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in Plaid
- Your cash agent reads balances and transactions from linked accounts each morning.
- It flags payments that did not arrive when the client said they would.
- It records the daily cash position where the owner will see it.
An example in Plaid
A small property management company collects rent by bank transfer. A tenant texts that they paid yesterday. The agent checks the Transactions on the linked operating Account through Plaid, sees nothing from that tenant yet, and replies that the payment has not posted and that it will confirm when it does. The next morning the deposit appears, so it texts the tenant a confirmation and marks the rent received. If a bank connection stops working, it tells the owner which Item needs to be reconnected. In the CRM, the tenant's record shows the text, the check and the date the rent landed.
What stays with your people
You decide on late fees, payment plans and anything that means talking to a tenant about money owed.
The connection
- How it connects
- Over Plaid's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Plaid
- Item, Account, Transaction, Balance, Institution.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Plaid is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Plaid
Questions about Plaid
- Can the agent move money through Plaid?
- No. AgentWorks builds it with read-only access to balances and transactions. It cannot start a transfer or a payment.
- What happens when a bank needs us to log in again?
- Plaid asks the account holder to reconnect from time to time. The agent notices when an Item stops updating and tells you which bank to reconnect.
- Which accounts can it see?
- Only the accounts you choose to link when you connect the bank. You can unlink one at any time.
