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

Our banking integration with Plaid lets you securely connect to and retrieve your SMB customers' banking data in a standardized format.

The following banking data is available through the integration:

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Supported financial institutions

You'll automatically gain access to any new financial institutions that Plaid adds to their platform.

Data mappings between Plaid and Codat

Plaid's pricing tiers give you access to specific data types, or products, from your configured banking data sources. Codat's API fetches all data types associated with the products in your current pricing tier.

The following table shows the Codat data types and fields that each associated 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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Proxy access

If you need to access additional Plaid products, you can enable proxy access to additional banking data.


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