Plaid.
Bank accounts connected with 24 months of history, synced and categorized.
How it connects
- 1
Account connected
via Plaid Link
- 2
24 months pulled
on connect
- 3
Categorized
smart rules + your edits
- 4
Budgets update
and the 8am balance text goes out
Integrations
Plaid
Your bank
Finance space
Account connected
via Plaid Link
24 months pulled
on connect
Categorized
smart rules + your edits
Budgets update
and the 8am balance text goes out
Live simulation · illustrative data
And here's what you see.
Plaid, inside the portal — no tab switching.
Finance
Finance · October
$4,280 left to spend
$12.4k
cash
$2.1k
spent
Groceries
$412 of $600
Dining out
$288 of $250
Running in real builds
More in invoicing, payments, banking & health.
All integrations →QuickBooks Online
Invoices built from ClickUp time: customers linked from the CRM, AI-written lines, PO numbers, automatic invoices you approve, and every open and pay-link click recorded.
Stripe
Charges attributed to deals, MRR reconciled against the CRM.
Apple HealthKit
Steps, workouts and body data synced into training plans.
Put Plaid to work.
Thirty minutes to map what should happen automatically — and what your team should never have to retype again.