Plaid Integration

Bank linked.
In seconds.

Vendors connect their bank through Plaid's secure OAuth flow and are verified instantly. Credentials never touch Cleo Pay's servers. Works with thousands of US banks and credit unions.

Plaid Link integration

Vendors authenticate with their bank through Plaid's trusted, secure UI in seconds.

OAuth security

Credentials never touch Cleo Pay's servers. Authentication happens directly with the bank.

Micro-deposit fallback

Banks that require additional verification use Dwolla micro-deposits to confirm ownership.

Connected
Plaid Integration
OverviewActive
Coastal Resort Group$4,280.00Paid
Summit Hotels LLC$1,950.00Pending
Bay Hospitality Co$3,120.00Paid
3 itemsProcess
Payment initiatedJust now
11,000+Supported US financial institutions
InstantOAuth verification
256-bitEncryption standard

How it works

Bank linked in 3 steps

01

Tap Connect Bank Account. Plaid Link opens with your bank's login screen.

02

Authenticate with your bank using OAuth or credentials. Plaid verifies the account.

03

Your bank account is registered and ready for ACH transfers immediately.

Bank Account Management

View, manage, and add accounts anytime.

Connected bank accounts are listed in Settings with institution name, last four digits, account type, and verification status. Add additional accounts or remove old ones at any time.

Connect your bank
  • Institution name and last 4 digits displayed for each account
  • Status badges: Active, Verified, Pending Verification, Removed
  • Connect multiple bank accounts from a single screen
  • Micro-deposit verification for banks that require it

Why it matters

Bank-grade security

Plaid is trusted by thousands of financial apps. Your credentials never pass through Cleo Pay.

Thousands of banks

Works with major national banks, regional banks, and credit unions across the US.

Instant verification

Most banks verify instantly through OAuth. No waiting for test deposits.

Link your bank in under a minute.

Secure, instant, and trusted by millions of businesses.

Get started free