Plaid Reviews

AgencyAnalytics Reviews

Plaid mentions (78)

• Can someone's Venmo/PayPal balance be approved to show up in a 3rd party app?

  Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 9 months ago

• Need help finding simulation business bank accounts + credit cards

  My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 11 months ago

• Need A Solution to Amex Business Credit Card Data

  I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 12 months ago

• (Canada) Does anyone know of an API service that will users to connect with their personal bank and return things like their bank feed?

  Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 12 months ago

• Intuits Mint is garbage this year, need other recs for tracking expenses.

  Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 12 months ago

AgencyAnalytics mentions (6)

• [PHP] - interview question

  The task is to write a simple web crawler, that should Crawl 4-6 pages of website agencyanalytics.com given a single entry point. Once the crawl is complete, display the following results:. Source: over 1 year ago

• My agency has us doing reports manually with docs. Is there a better way to do our weekly PPC reports for clients?

  Data Studio is great but I'm going to recommend AgencyAnalytics. Full disclosure, I work there, but honestly, it's a great product and I used it long before I started working there - it saved me a massive amount of time when I worked at an agency. It's a much lower learning curve than data studio, you can have your first client set up in minutes. You can give your clients access to live dashboards so that they can... Source: over 2 years ago

• Good reporting software?

  Shameless plug here as I work for them but AgencyAnalytics is exactly what you're describing. The platform is super easy to use, no code, you can set up white label reports & dashboards really quickly using templates or use the drag & drop widgets to customize everything. We have over 60 integrations & 24/7 support. We offer a 14-day free trial with no credit card required, give it a try and let us know what you... Source: almost 3 years ago

• What software programs can I use to compile date for monthly reports for clients?

  Throwing my recommendation for AgencyAnalytics into the ring here. Not an affiliate link but for transparancy, I do work for them. I was a customer first though, I used to work for a large agency and we switched from another reporting platform to AgencyAnalytics to simplify reporting to about 600 clients. It's affordable for freelancers who are just getting started and has scalable pricing as your agency grows. Source: almost 3 years ago

• Anyone can share a Facebook Ads Reporting Spreadsheet?

  You can use AgencyAnalytics to connect FB, analytics etc and set up automated reports and a live dashboard your clients can login to any time. It's super easy to use and a major timesaver - not free but it's not expensive & our clients like it. Source: about 3 years ago