Best Artificial Intelligence Software for Plaid
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Compare the Top Artificial Intelligence Software that integrates with Plaid as of August 2026
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This a list of Artificial Intelligence software that integrates with Plaid. Use the filters on the left to add additional filters for products that have integrations with Plaid. View the products that work with Plaid in the table below.
What is Artificial Intelligence Software for Plaid?
Artificial Intelligence (AI) software is computer technology designed to simulate human intelligence. It can be used to perform tasks that require cognitive abilities, such as problem-solving, data analysis, visual perception and language translation. AI applications range from voice recognition and virtual assistants to autonomous vehicles and medical diagnostics. Compare and read user reviews of the best Artificial Intelligence software for Plaid currently available using the table below. This list is updated regularly.
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1
Iris Finance
Iris Finance
Your P&L is lying to you. Amazon takes its cut. Meta takes its cut. Your 3PL takes its cut. By the time your spreadsheet catches up, you've already made the wrong call. Iris Finance is the AI-native financial platform for consumer brands and operators. We pull Shopify, Amazon, Meta, Google, TikTok, QuickBooks, NetSuite, Xero, payroll, and banking into one live system, so you see exactly where your money is going, right now. What you get: True profitability by channel and SKU Daily P&L tracking AI cash flow forecasting Automated reporting Benchmarking against brands your size Built for the $1M–$500M brand that's moving fast. Think of getting your month-end close in minutes and knowing in real time if you're profitable. Focus on building your brand. We'll take care of the infrastructure.Starting Price: $2,000/month -
2
Airbyte
Airbyte
Airbyte is an open-source data integration platform designed to help businesses synchronize data from various sources to their data warehouses, lakes, or databases. The platform provides over 550 pre-built connectors and enables users to easily create custom connectors using low-code or no-code tools. Airbyte's solution is optimized for large-scale data movement, enhancing AI workflows by seamlessly integrating unstructured data into vector databases like Pinecone and Weaviate. It offers flexible deployment options, ensuring security, compliance, and governance across all models.Starting Price: $2.50 per credit -
3
Docyt
Docyt
Experience AI bookkeeping with Docyt, saving 3,000 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.Starting Price: $50 per month -
4
MCPTotal
MCPTotal
MCPTotal is a secure, enterprise-grade platform designed to manage, host, and govern MCP (Model Context Protocol) servers and AI-tool integrations in a controlled, audit-ready environment rather than letting them run ad hoc on developers’ machines. It offers a “Hub”, a centralized, sandboxed runtime environment where MCP servers are containerized, hardened, and pre-vetted for security. A built-in “MCP Gateway” acts like an AI-native firewall: it inspects MCP traffic in real time, enforces policies, monitors all tool calls and data flows, and prevents common risks such as data exfiltration, prompt-injection attacks, or uncontrolled credential usage. All API keys, environment variables, and credentials are stored securely in an encrypted vault, avoiding the risk of credential-sprawl or storing secrets in plaintext files on local machines. MCPTotal supports discovery and governance; security teams can scan desktops and cloud instances to detect where MCP servers are in use.Starting Price: Free -
5
Jupid
Jupid
Jupid is an AI-native accounting and business operations platform designed to automate the full financial lifecycle for small businesses, from company formation through bookkeeping and tax compliance. It uses contextual AI that learns each business’s transaction patterns, vendor relationships, and financial behavior to deliver intelligent, continuously improving automation rather than simple rule-based categorization. It provides automatic transaction syncing and categorization, real-time financial insights, and proactive anomaly detection, helping businesses maintain accurate, tax-ready books with minimal manual work. Through a conversational interface available in channels like WhatsApp, iMessage, or embedded chat, users can interact with a 24/7 AI accountant to ask questions, upload receipts by photo, and receive instant guidance.Starting Price: $50 per month -
6
Adaptive
Adaptive Computer
Adaptive is an AI platform that enables users to build intelligent systems capable of learning, coordinating, and automating workflows across different tools and data sources. It focuses on creating what it describes as an “adaptive computer,” where multiple AI components can work together to perform tasks such as analyzing data, responding to communications, and executing actions across integrated applications. It allows users to connect external systems like email, databases, and collaboration tools, enabling the AI to understand patterns, interpret incoming information, and automate routine processes such as responding to customer inquiries or routing requests to the appropriate teams. It is designed to move beyond static automation by enabling AI agents that continuously learn from interactions and evolve their behavior over time, improving accuracy and efficiency as they process more data.Starting Price: $20 per month -
7
Workers by Delos
Delos
AI Workers are autonomous agents built for your business; specialized AI workers that act like real coworkers, not chatbots you prompt. They come with their own professional profile, email, phone number, Slack and Teams presence, initiative, and the ability to work 24/7 without waiting to be asked. Instead of telling them exactly how to complete every step, you set the goal, and they build the workflow, whether that means daily reports, weekly follow-ups, CRM updates, client communication, research, content, finance tasks, HR coordination, design work, development support, or other recurring business operations. It includes specialized AI Workers across marketing, development, design, HR, finance, and other business functions, with each worker designed around a clear role and practical use cases. AI Workers can connect to more than 3,000 tools, including Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and other business apps.Starting Price: $30 per month -
8
Modern.ai
Modern.ai
Modern.ai is an AI operating layer for ecommerce growth that connects and structures the data behind a business so every team, tool, and AI can act on what is true. It brings Shopify, advertising, lifecycle, marketplace, finance, calendars, goals, costs, and custom revenue into one reconciled source of truth, preserving granular history instead of letting it disappear inside individual platforms. Teams can use the same structured layer for unified reporting, attribution, cohort analysis, contribution, marketplace performance, goals, pacing, and source-backed answers. Every brand receives a dedicated MCP server, allowing approved tools such as Claude, ChatGPT, Gemini, Cursor, and other MCP clients to query ecommerce data directly without CSV exports, context stuffing, or an analyst acting as the API. Modern structures the data first, giving AI cleaner entities, longer history, source context, and fresher answers.Starting Price: $99 per month -
9
Digits
Digits
AI-native accounting software — that does it for you! Trusted by thousands of startups, small businesses, and accounting firms. Digits is the first comprehensive end-to-end accounting platform designed for the AI era. Our cutting-edge Autonomous General Ledger (AGL) handles the tedious financial tasks, freeing you to concentrate on what truly matters: expanding your business. With training on over $825 billion in transactions, Digits delivers instant understanding and accurate categorization of your financial data. Financials provide real-time insights into your revenue, burn rate, cash flow, and other crucial trends, ensuring you stay informed and agile. Additionally, our integrated Invoicing and Bill Pay features keep all your financial operations seamlessly synchronized without the need for manual reconciliation or cumbersome integrations. Experience the future of accounting—try Digits for free today 👉Starting Price: $100/month -
10
Equals
Equals
Build any analysis with data directly from your database, whether or not you know SQL. It's 10x easier to build & automate analyses with native data connections. From cohort reports, to funnel reviews, to board decks. From investors to future employees, they're going to need to know how analyses came to be. Always be able to show your work. Empower your less technical teammates to run complex SQL queries and import scripts. Publish changes to any workbook that uses a saved query. Never pull the same data in two different ways again. Amongst an explosion of new data and dashboarding tools, we invariably end up back in a spreadsheet. Spreadsheets are the only tool that give you the flexibility to match the specifics of your business. There’s really nothing like it — a canvas on which you can play, move, touch, and feel data, while building compounding, sophisticated programs and analyses.Starting Price: $49 per month -
11
Aleph
Aleph
Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks. -
12
Personetics Assist
Personetics
Assist is an AI-driven chatbot solution that empowers customers with personalized, context-aware, and timely support resources. Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, Net Promoter Scores, and some of the industry’s most prestigious awards! Assist provides a single solution that can be deployed across all customer interaction channels – from the bank’s website and mobile app to popular messaging platforms such as Facebook Messenger and personal assistants like Amazon’s Alexa. -
13
TextQL
TextQL
The platform indexes BI tools and semantic layers, documents data in dbt, and uses OpenAI and language models to provide self-serve power analytics. With TextQL, non-technical users can easily and quickly work with data by asking questions in their work context (Slack/Teams/email) and getting automated answers quickly and safely. The platform also leverages NLP and semantic layers, including the dbt Labs semantic layer, to ensure reasonable solutions. TextQL's elegant handoffs to human analysts, when required, dramatically simplify the whole question-to-answer process with AI. At TextQL, our mission is to empower business teams to access the data that they're looking for in less than a minute. To accomplish this, we help data teams surface and create documentation for their data so that business teams can trust that their reports are up to date. -
14
Ikigai
Ikigai
Model improvement and incremental model updates scenario analysis through simulations using historical data. Collaborate easily with data governance, access management, and version control. Ikigai’s out-of-the-box integrations make it easy to work with all kinds of tools that are already part of your workflows. Plug into almost any data source you can think of with Ikigai’s 200+ connectors. Want to push your ML pipeline to a website or dashboard? Just integrate directly using Ikigai’s web integrations. Use triggers to run data synchronizations and retrieve updates each time you run a data automation flow. Hook into your own APIs, or create APIs for your own data stack to integrate seamlessly with Ikigai. -
15
Multimodal
Multimodal
Multimodal builds and manages secure, integrated, and tailored AI automation for complex workflows in financial services. Our enterprise-grade AI agents are trained on company data for greater precision and work together as your digital workforce. Our AI Agents process documents, query databases, power chatbots, make decisions, and generate reports. They automate end-to-end workflows and self-learn to improve over time. Unstructured AI is an Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or AI applications. Document AI is trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more. Conversational AI serves as your in-house chatbot that accesses unstructured internal data to provide customer and employee support. Database AI accesses company databases to answer queries, interpret datasets, and provide actionable insights. -
16
Ocrolus
Ocrolus
Modernize your back office with automation, powered by artificial intelligence and crowdsourcing. Extract and analyze data from any image regardless of quality, with 99+% accuracy. Data capture has never been easier. Automatically parse images in whatever form is most convenient. Part machine, part human. Ocrolus intertwines its AI with human quality control specialists for outstanding accuracy. Protect your data with bank-level security and a robust audit trail. Eliminate manual review and "stare and compare" work. Evaluate financial health using bank data and cash flow analytics. Calculate income for consumers with diverse employment profiles. Extract and validate address information from any document. Quickly retrieve employment data from disparate sources. Establish and confirm identity using multiple document types. Build on Ocrolus to create innovative and streamlined customer experiences.
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