Connect Plaid
to AIOS Command
Your Plaid feed holds millions of customer cash-flow signals nobody is acting on. Command reads every account, balance, and transaction stream, then turns the financial picture into an early-warning system for churn, expansion, and fraud.
Trusted by
Command found these insights in your Plaid financial data within one hour
Churn early warning
47 customers showing balance and inflow patterns that historically precede churn. 18 already missed an expected ACH. All hidden in the raw transaction feed.
Expansion signals
31 accounts whose cash-flow growth meets your expansion playbook. 14 ready for an upsell conversation today. Invisible until Command read every Plaid stream.
Risk and fraud
Anomalous transaction patterns flagged across 6 customers. Underwriting rules surfaced from the transaction history of your entire portfolio.
Updated
What happens today
Every day Plaid streams millions of transaction events into your stack. Most teams use them for one feature - balance check at sign-up - and never look again. Cash-flow shifts happen. Customers slow down. Some speed up. None of it makes it to a CSM dashboard.
You have a year of customer transaction data already authorised, already flowing, already paid for. You have no system that turns it into a churn early-warning, an expansion signal, or a fraud alert. The CSM team finds out months too late.
Every week those 47 customers stay un-flagged is another week of revenue walking to a competitor who noticed the cash-flow shift.
What Command sees in your Plaid
Command does not just store your Plaid feed. It infers. It reads every account, balance, and transaction once and extracts 40+ behavioural rules that describe how your healthy customers behave, how at-risk customers shift, and which patterns precede revenue movement.
Shadow Notes flag the cash-flow change nobody noticed. Account health emerges from transaction patterns alone. Your digital twin knows which customers need a CSM call this week, which need an expansion offer, and which need a fraud review.
Within 48 hours, Command builds an account-health layer on top of Plaid alone: full customer book scored, 47 churn-risk accounts surfaced, 31 expansion-ready, 6 with anomalous activity.
The two digital workers in Command
Insight Team
Watches every transaction stream, scores every account, surfaces what no CSM has time to read. Extracts cash-flow patterns, identifies churn precursors, finds expansion signals.
Action Team
Drafts CSM outreach in your brand voice, files alerts to the CRM, escalates fraud signals, prepares expansion offers grounded in the customer's own cash-flow.
Before and after Command
What Command can do with your Plaid
Score every customer continuously
Command turns the raw Plaid stream into a live account-health score, updated as new transactions land - so CSMs always know who needs attention this week.
Catch churn before it happens
Surfaces the cash-flow patterns that historically preceded churn for your book, with the specific signal and a draft outreach for each at-risk customer.
Spot expansion accounts on data alone
Reads the cash-flow growth of every customer and flags the ones whose financial trajectory matches your expansion playbook, ready for the CSM.
Flag anomalies and fraud signals
Identifies transaction patterns that fall outside the customer's own historical baseline and escalates them to the right team automatically.
Common questions about Plaid integration
Is my customer transaction data stored outside Plaid?
Customer-permissioned data continues to be governed by your existing Plaid agreement. Command analyses the streams you already receive, inside your workspace, using secure OAuth authentication. Nothing is copied to external servers. Your data stays yours.
Can Command draft outreach that sounds like our CSM team?
Yes. Command extracts your team's communication patterns, tone, and language from your existing CSM correspondence. It builds a digital twin of how your CSMs write, so every draft sounds like the team produced it.
How long does it take to connect Plaid?
One click. You authorise Command against your Plaid integration, and it begins analysing the existing stream immediately. You will see your first actionable insights within 48 hours.
Does this replace Plaid?
No. Command builds intelligence on top of the data Plaid already streams. Plaid keeps the connection. Command turns the transaction feed into an account-health score, churn early-warning system, and expansion engine your team would never have time to build manually.
Does Command work across consumer and commercial Plaid products?
Yes. Command analyses Auth, Balance, Transactions, Identity, Assets, and Liabilities streams across both consumer and commercial customers, and respects the product scopes you have authorised.
Can I revoke access at any time?
Yes. Command uses standard OAuth. You can revoke access from your Plaid dashboard at any moment. Command stops processing new data immediately.
How does Command handle compliance and audit?
Every signal Command surfaces is fully traced back to the underlying Plaid event with timestamp and account scope. The audit trail is exportable for compliance review.
Connect your Plaid. See what your customers' money was saying.
Your Plaid feed knows more than your CRM. Command finds the revenue signals hiding in your full customer book - 47 churn-risk accounts, 31 expansion-ready, 6 with anomalous activity.
One-click OAuth. Live within 48 hours. No IT team required.
