Plaid is a third-party provider of open banking services that has connections to bank accounts at over 11,000 financial institutions across the US and UK. Plaid's services are regulated by the Financial Conduct Authority (FCA).

Use Codat's API and portal with Plaid to securely connect to, retrieve, and view your customers' banking data, including:

  • Bank account data - Account number, sort code and IBAN (if available).
  • Bank transactions - Current and historical account balances and transactions, for example, payments, cheques or cash.

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Supported banks

Every time Plaid adds a new institution to their system, you'll automatically gain access to it.

Codat and Plaid data mapping

Plaid's pricing tiers give you access to specific data types from your customers' banking data sources. Codat's API fetches all data types for the products within the pricing tier that you subscribe to.

The following table gives details of the Codat data types that each supported Plaid product is mapped to.

Codat data type

Supported fields

Associated Plaid product

Bank accounts

  • id

  • accountName

  • sortCode

  • accountNumber

  • iBan

  • currency

  • balance

  • availableBalance

  • overdraftLimit

  • Balance

  • Balance

  • Auth

  • Auth

  • Auth

  • Balance

  • Balance

  • Balance

  • Balance

Bank transactions

  • id

  • accountId

  • clearedOnDate

  • description

  • amount

  • transactionType

  • balance

  • sourceModifiedDate

  • Transactions

  • Transactions

  • Transactions

  • Transactions

  • Transactions

  • Transactions

  • Assets

  • Transactions


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