[ Banking and treasury ]
Plaid
Pluvo reads your Plaid-connected banking data in real time and grounds every agent, model, and report in the transactions behind your numbers.
Plaid
Connected to Pluvo context
- Auth
- API credentials
- Scope
- Read-only
- Sync
- Hourly
- Plan
- Growth and up
SOC 2 Type II controls. Data is encrypted in transit and at rest.
[ What syncs ]
Data refreshed automatically.
| Object | Direction | Updates |
|---|---|---|
| Accounts and balances | Into Pluvo | Hourly |
| Transactions | Into Pluvo | Hourly |
| Institutions | Into Pluvo | Daily |
| Merchants | Into Pluvo | Daily |
| Categories | Into Pluvo | Daily |
| Account owners | Into Pluvo | Daily |
| Transaction metadata | Into Pluvo | Hourly |
[ How it works ]
Connecting Plaid is fast and controlled.
No disruption to your close process. Just a secure connection and a model finance can review.
Connect Plaid
Connect Plaid with scoped, read-only access in one click. No password is stored, and Pluvo never writes back.
Map your data
Pluvo detects accounts, institutions, balances, transactions, merchants, and categories so finance can confirm the model quickly.
Deploy your agents
Run analysis, reporting, and forecasts against live data from day one.
[ Once connected ]
Let Pluvo reason from Plaid outward.
Plaidbecomes one source inside Pluvo's broader finance context layer, alongside the rest of your business data.
Connect bank context
Bring account, balance, transaction, and institution data into cash and operating analysis.
Trace every answer
Every report number can point back to the Plaid source objects behind it.
Model the business live
Combine Plaid with billing, banking, CRM, payroll, and warehouse data for decision-ready analysis.
[ Pair it with ]
Bring the rest of your stack into the model.
[ Get one step closer to zero-day close ]
Connect Plaid and let Pluvo do the analysis.
Put live business data behind your reports, forecasts, and recurring finance workflows.
Ready to put finance on real business context?
Your systems, business logic, and decisions become one governed intelligence layer for the office of the CFO.