Plaid Integration Solutions

Welcome to Humble Devs, where we offer custom development services, including a suite of Plaid integration solutions tailored for your business. As a preferred and certified Plaid implementation partner, we help you fully leverage Plaid for your financial applications.

In addition to building any custom solution for you, we also offer Income Dashboard, Asset Reports, Identity Verification and Transfer implementations shown below. Each solution is tailored to streamline financial data access, verification, KYC/AML compliance, and payment processing, all while ensuring the highest level of security.

Landing Page
Client Bank Accounts
Client Assets Summary
Admin Connections
Admin Transactions
Invitation Email

Income Dashboard

Platform including Admin and Client Dashboards. Administrators can invite clients to view their financial information, such as historical transactions, bank balances and more.

Clients can securely connect bank accounts via Plaid Link and manage them.

Platform ideal for income verification, lending, underwriting, and financial advisory.

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Asset Reports

Portal for requesting Asset Reports through email invites sent to clients. Generated reports are available in PDF format and can be updated anytime.

Clients receive email invitation with a link to connect their bank accounts using Plaid Link.

Platform perfect for income verification, lending, underwriting, and financial advisory.

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Identity Verification Demo

Identity Verification

Web application featuring Admin Dashboard where administrators can invite clients to sign up and verify their identity.

Clients can view their identity verification status, upload additional documents or retry identity verification.

Tailored to streamline user authentication and comply with KYC and AML regulations.

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Transfers Demo

Transfers

Leveraging Plaid Transfer, this platform supports fast and secure ACH, RTP, and FedNow payments, allowing users to quickly connect accounts, verify ownership, and make real-time transactions.

The Admin Dashboard lets administrators request payments, monitor transfer statuses, and access transaction history, providing a simple, transparent solution for payment management.

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