Data sources
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Plaid

Connect Plaid Data — Financial Insights Unlocked

Pull transaction histories, account balances, and spending patterns via Plaid's banking API. Send to your data platform for comprehensive financial analytics.

500+
Data Sources
46K+
Metrics
99.9%
SLA
<5 min
Setup
SOC 2
Type II
Why Improvado

Connect Plaid financial data securely

Improvado integrates with Plaid's API to extract bank transactions, account balances, and financial institution data. Our platform handles secure authentication and real-time data synchronization across connected accounts. Data refreshes run on scheduled intervals to maintain current financial positions and transaction histories. All Plaid data transfers through encrypted connections directly into your chosen data warehouse.

Plaid Improvado
Snowflake BigQuery Redshift Tableau Power BI AI Agent
46K+ metrics 500+ sources No code Auto-refresh
Your sources
Plaid + 500 more
Marketing Common Data Model
Same metrics
Same schema
Any destination
Unified Data

Unified financial data across platforms

Improvado's Marketing Common Data Model standardizes Plaid financial data with your business and marketing platforms. Transaction categories, account types, and merchant information get normalized for comprehensive analysis. You can combine banking data with CRM records, marketing spend, or revenue metrics in unified dashboards. This approach creates complete financial visibility across all business operations.

Use Cases

What users ask their Plaid integration

Cross-channel
Track marketing ROI by connecting ad spend with actual revenue deposits
6 hrs → 20 min
Budget optimization
Monitor cash flow patterns against sales forecasts and payment cycles
Manual → auto
Executive reporting
Generate financial reports combining bank data with accounting systems
8 hrs → 25 min
AI Agent Access

Go beyond dashboards — give your AI agent direct access to ad data

Improvado MCP connects your ad platform data to Claude, ChatGPT, Cursor, and any MCP-compatible AI tool. Read metrics, launch campaigns, monitor anomalies — all through one protocol.

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Ideate
Launch
Measure
Analyze
Report
Iterate
📖

Read

Pull ROAS, CPA, search terms, geo data — across every account and campaign type. Your AI agent handles the API calls.

🚀

Write

Launch campaigns, pause underperformers, adjust bids and budgets. Every action logged, governed, and reversible.

Monitor

Set up CPA alerts, budget pacing watches, and weekly auto-reports. Problems caught before they eat your budget.

40K+
Harmonized metrics
250+
Governance rules
500+
Connectors
40h+
Saved weekly
Works with Claude ChatGPT Cursor Gemini Any MCP Client
99.9% SLA
Data warehouse
Managed storage
Cross-channel
Deep granularity
Attribution

Extract data from 500+ data sources

Connect and manage all your marketing data sources in one platform, both in the cloud or on-premise.

Load data to any data warehouse

Connect multiple data sources and analyze them as if they were a single database.

Combine, map, and normalize data to produce a comprehensive data set surrounding your marketing activities.

Transform your data without SQL skills

Analyze data in
real-time

You can use it directly with your favorite business intelligence tools, ingest it to econometric models and populate the enterprise data warehouse

Get analysis-ready data for marketing analytics

Get all your data in one place instantly

SOC 2 Type II

Auditing procedure that ensures secure management of data.

HIPAA

Complies with Health Insurance Portability
and Accountability Act (HIPAA)

Improvado is GDPR compliant.
GDPR

General Data Protection Regulation (GDPR) Certified

Improvado is CCPA compliant.
CCPA

Complies with California Consumer Privacy Act (CCPA)

Centralize all your marketing data in one place

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You can analyze data from 500+ data sources

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G2 Crowd logo
Capterra logo

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provide all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

Read the case study
G2 Crowd logo
Capterra logo

Professional, responsive and willing to go the extra mile to help. They are a solution to connect to most advertising platforms and provide a multitude of metrics from these platforms

They are willing to go the extra mile to attend to your query and help to the best they can.

Helping to connect to various advertising platform such as Google Ads, Facebook, DV360, Trade Desk.

They are a solution to connect to most advertising platform and provide a multitude of metrics from these platforms

Read the case study

Frequently Asked Questions

What Plaid data can Improvado extract?
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Improvado extracts transactions, account balances, account details, and institution information through Plaid's API. We also capture merchant data, transaction categories, and payment methods where available. The integration includes both checking and savings accounts plus credit card transactions.
How frequently does Plaid data refresh?
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Plaid data can refresh multiple times daily to capture new transactions and balance updates. Most businesses choose hourly or daily refresh schedules for current financial positions. Improvado automatically handles Plaid's rate limits and account connection maintenance.
Can I combine Plaid data with my accounting software?
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Yes, Improvado normalizes Plaid data alongside QuickBooks, Xero, NetSuite, and other accounting platforms. You can reconcile bank transactions with accounting entries automatically and identify discrepancies. This creates comprehensive financial reporting across all money movement systems.
Which data warehouses support Plaid integration?
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Plaid data integrates with BigQuery, Snowflake, Redshift, Azure, and other secure warehouses. You can also connect to Tableau, Power BI, and specialized financial BI tools. All destinations maintain bank-level security and compliance standards.
How does Improvado ensure Plaid data security?
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Improvado maintains SOC 2 Type II compliance and encrypts all Plaid data in transit and at rest. We never store banking credentials and use Plaid's secure token-based authentication. All financial data transfers follow banking industry security standards.
What format does Plaid financial data arrive in?
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Improvado transforms Plaid JSON responses into normalized database tables with clear financial data structures. Transactions become rows with standardized fields for amount, date, merchant, and category. Account balances and details are maintained in separate tables for easy joining and analysis.