Plaid Connect: Real-time Bank, Identity, and Income Verification for Salesforce
- Category rank
- #7 in Security
- Price from
- $250 / company / month (USD)
- Listing audit
- 66/100
Plaid Connect: Real-time Bank, Identity, and Income Verification is a Salesforce AppExchange app by Cloud Maven, Inc. With a rating of 5.0★ from 15 reviews, it currently ranks #7 in the Security category.
Plaid Connect: Real-time Bank, Identity, and Income Verification is the #7 ranked Security app on Salesforce, with a 5.0 average rating from 15 reviews, as a paid app, as of Nov 9, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 9, 2026
Plaid Connect: Real-time Bank, Identity, and Income Verification ranks #7 of 53 in Security on Salesforce. It holds a 5.0★ average from 15 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2020
Cons
- −Only 15 reviews — the average can still move with a few new ratings
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Plaid Connect: Real-time Bank, Identity, and Income Verification
How Plaid Connect: Real-time Bank, Identity, and Income Verification works
Our Plaid Connect solution lets you verify banking, income, and identity information in Salesforce with secure Plaid integration. Instead of collecting bank statements or screenshots, you can see real-time balances, transactions, and account ownerships from thousands of Plaid supported banks.
Plaid Connect enables income and identity verification through payroll connections, recurring deposit analysis, and digital ID checks. You can verify users in the U.S., U.K., Canada, Ireland, Netherlands, France, Spain, Germany, Italy, and Poland. The solution delivers all data directly to your Salesforce account via secure, encrypted and tokenized connections to ensure that bank credentials are never stored.
✔️Live bank account verification
✔️View live balances & transaction history
✔️Income verification from payroll & recurring deposits
✔️Digital identification verification across regions
✔️Manual review and document collection reduction
✔️Faster onboarding and approval process
✔️Secure storage of sensitive data within Salesforce
Key features
- ✔️Plaid Connect Verifies Bank Account Data Inside Salesforce Instantly verify a bank account within Salesforce. You can validate an account holder’s name, balance, and status based upon real-time information from thousands of Plaid supported banks.
