What it does
What flo.space prepares with Plaid
- Prepare a Plaid invoice from an approved quote
- Match an incoming payment to the right customer
- Flag balances as they age past 30, 60, and 90 days
Reads and writes
What it reads, and what it can write
Reads · read-only to start
Only the Plaid data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to Plaid until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
Where it fits
Plaid in your stack
flo.space groups Plaid under billing & finance. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.
Plaid describes itself as: “Connect to users' bank accounts.”
More integrations
Connect the rest of your stack
Put Plaid on approve
Connect Plaid read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.
Read only to start · Nothing sends without your approval