Plaid.com
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  1. #1

    Plaid.com

    Anyone have any experience with them? Appears to be some kind of Decisionlogic / Ocrolus alternative.

    Thanks in advance!

  2. #2
    Senior Member Reputation points: 71352
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    Awesome way to get bank statements from merchants - I have an iso that ONLY sends me those to review. I like them.
    Thank you,

    Lior Monus
    Business Development Manager
    CFG Merchant Solutions


    Direct: (646) 880-6764
    Cell: (516) 319-5826
    Fax: (646) 278-7322
    Lmonus@cfgms.com
    180 Maiden Lane New York, NY 10038

    www.cfgmerchantsolutions.com

  3. #3
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    Plaid, Yodlee, and Finicity are the three most common ways to to make a 'bank connection' to retrieve bank data -- at least among the fintech crowd.

  4. #4
    Senior Member Reputation points: 44858
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    how does it differ from decision logic ?

  5. #5
    Very curious as to how this works; any insight? If it’s more efficient than the standard way to pulling in statements I’m in immediately

  6. #6
    Senior Member Reputation points: 27404
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    Quote Originally Posted by Access2Capital View Post
    Anyone have any experience with them? Appears to be some kind of Decisionlogic / Ocrolus alternative.

    Thanks in advance!
    do they work on credit unions? some decision logic links dont work with some credit unions? thanks for headsup on this company
    Steven Jones
    www.davincinc.com
    Steven@davincinc.com
    PH: 210-290-4102
    "We can beat your offer!"

  7. #7
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    If you pay for MX, it aggregates from Yodlee, Finicity and Quovo, best of all worlds.
    I've heard Decision Logic misses a lot and can't do a real underwriting on it. However, I've heard MX is good enough for underwriting.

  8. #8
    Do you have a contact at Mx?
    Agreed that you can't do real underwriting with Decision logic

  9. #9
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    what is MX

  10. #10
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    Call all of the companies mentioned and set-up demos to evaluate.

  11. #11
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    Plaid Acquired quovo

  12. #12
    Banned Reputation points: 179851
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    Forward Financing uses Plaid - as opposed to dec logic

  13. #13
    Anyone have a phone number for them? Website only has a submission form. Hate it when companies do that

  14. #14
    Banned Reputation points: 7556 cmarks's Avatar
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    Quote Originally Posted by Triton View Post
    Anyone have a phone number for them? Website only has a submission form. Hate it when companies do that
    adam@plaid.com
    alex@plaid.com
    amcbride@plaid.com
    ben@plaid.com
    david@plaid.com
    info@plaid.com
    michael@plaid.com
    mstinson@plaid.com
    paolo@plaid.com
    william@plaid.com

  15. #15

  16. #16
    Banned Reputation points: 7556 cmarks's Avatar
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    Quote Originally Posted by Triton View Post
    Thanks,

    I sent a couple emails already. Still no reply...
    i bet if you copy all of those in the same email they will

  17. #17
    Quote Originally Posted by Triton View Post
    Anyone have a phone number for them? Website only has a submission form. Hate it when companies do that
    Try Cristina Ciaravalli cciaravalli@plaid.com

    She scheduled a phone conference for us with an account rep, who got us up & running in a few days... Plaid is awesome

  18. #18
    Senior Member Reputation points: 5328
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    Plaid has a great reputation, I have seen the demos and am going to start using them within the next month

  19. #19
    Quote Originally Posted by Esteban2000 View Post
    Plaid has a great reputation, I have seen the demos and am going to start using them within the next month
    Who are you going to use to instal the API for you?

  20. #20
    Check out this Platform that uses the plaid technology: https://fundersite.com/
    Last edited by kzone711; 07-02-2019 at 07:01 PM.

  21. #21
    If you would like to demo plaid go to: https://fundersite.com/

  22. #22
    Senior Member Reputation points: 31511
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    Quote Originally Posted by kzone707 View Post
    If you would like to demo plaid go to: https://fundersite.com/
    Be careful with the fundersite.com site. Filter detected Malware and a file containing a virus within the site.

  23. #23
    Site security is very important to us.
    We monitor our site security on a daily basis.
    Below are the results of current check for any malware or virus on site.
    Please refrain from posting unsubstantiated commments regarding our site security.
    In addition, App uses the plaid api and security features: https://plaid.com/security/

    https://fundersite.com

    No Malware Found
    Our scanner didn't detect any malware


    Site is not Blacklisted
    9 Blacklists checked

    Minimal Low Security Risk

    Scan info
    https://fundersite.com/


    IP address: 104.27.172.221

    CDN: Server SSL Security

    Running on: Server SSL Certificate
    Last edited by kzone707; 07-11-2019 at 02:33 PM.

  24. #24
    Senior Member Reputation points: 32977
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    Did you ever get it set up?

  25. #25
    Fundersite.com is still in beta stage. Expect to release to public 8/15/2019



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