Plaid
P.O. Box 7775 #35278,
San Francisco, 94120, CA,
United States
San Francisco, 94120, CA,
United States
1 415-684-8794
Professional Services
Plaid Technographics
Plaid Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Plaid and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 Plaid employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Plaid has purchased the following applications: Brex Spend Management for Expense Management in 2023, Fuse Finance Platform for Loan Management in 2023, Drift AI Chatbot for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Plaid is running and its propensity to invest more and deepen its relationship with Brex , Fuse Finance , Drift or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Plaid revenues, which have grown to $225.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Plaid intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Plaid Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Brex | Legacy | Brex Spend Management | Expense Management | ERP Financial Management | n/a | 2023 | 2023 |
In 2023, Plaid consolidated travel, corporate cards, reimbursements, and expense reporting onto Brex Spend Management to reduce tool sprawl across its global finance organization. The Brex Spend Management deployment served as Plaid's Expense Management platform for centralizing corporate card issuance, employee reimbursements, travel expense capture, and policy-based expense reporting.
Implementation focused on configuring card and reimbursement workflows, automating month-end accounting processes, and standardizing expense policy enforcement across finance and accounting teams. Brex Spend Management was configured to unify expense reporting and corporate card management capabilities, creating a single operational ledger for expense events and supporting automated month-end accounting routines.
Operational scope covered Plaid's global finance organization, consolidating disparate expense workflows into one Expense Management system to centralize expense data and reduce administrative fragmentation. According to Brex’s customer case study, the implementation delivered about 30% less time spent on expenses, a faster close saving 12 hours monthly, and over $50K in annual card rebates.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fuse Finance | Legacy | Fuse Finance Platform | Loan Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Plaid implemented the Fuse Finance Platform as its Loan Management solution. The Fuse Finance Platform was brought in to centralize and operationalize the companys lending workflows, positioning the application as the primary Loan Management system for lending operations and finance teams.
The deployment emphasized standard Loan Management capabilities, including loan origination, credit decisioning and underwriting, servicing and payment processing, collateral and covenant tracking, compliance monitoring, and reporting and analytics. Configuration work focused on workflow automation, configurable credit rules, document management, and comprehensive audit trails to support end to end loan lifecycle management and regulatory traceability.
Rollout and governance centered on phased adoption across Plaids lending operations and finance functions, with centralized loan administration, role based access controls, and formal change control for credit policy rules. The implementation oriented business processes toward standardized lending workflows and traceable credit decisions through the Fuse Finance Platform Loan Management environment.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Customer Data Platform | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2023 | 2023 |
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Data Management Platform | CRM |
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2023 | 2023 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation, Sales Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2016 | 2016 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2019 | 2019 |
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Application Performance Management | ITSM |
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2022 | 2022 |
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Incident Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2021 | 2021 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2022 | 2022 |
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Project Portfolio Management | PPM |
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2023 | 2023 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2020 | 2020 |
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AML, Fraud and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Cloud Storage | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Plaid
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Plaid Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Plaid Technographics
Plaid is a Professional Services organization based in United States,
with around 900 employees and annual revenues of $225.0 million.
Plaid operates a diverse technology stack with applications such as
Brex Spend Management, Fuse Finance Platform and Drift AI Chatbot,
covering areas like Expense Management, Loan Management and Chatbots and Conversational AI.
Plaid has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Brex, Fuse Finance and Drift.
Plaid recently adopted applications including
Brex Spend Management in 2023, Fuse Finance Platform in 2023 and Salesforce Audience Studio in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Plaid’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Plaid’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Plaid technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.