Merkava + Plaid
bank connections for FINANCE. The AI executive team reads and writes Plaid directly — no Zapier, no glue code.
Multiple Drives across the executive team.
The Drives that do the actual reps.
Connect Plaid. Hire the team.
Run a free audit on your domain to see what would ship in the first week.
Run auditCommon questions.
What does Merkava do with Plaid?
bank connections for FINANCE. Specifically, read from and write to Plaid as part of their normal motions — no glue code, no Zaps, just direct integration via the Platform Contract.
Do I need a paid Plaid plan?
If Plaid requires a paid plan for API access, yes — Merkava connects through your existing Plaid account and respects whatever tier you're on. We don't proxy or resell Plaid.
What writes happen automatically?
By default, Merkava operates in "review-each" mode for any Plaid write — every action waits for your approval. As trust builds, the trust ladder lets you auto-approve low-impact writes. You can pin any action class to manual permanently.
What happens if I disconnect Plaid?
Drives that depend on Plaid pause cleanly. No data is deleted from your Plaid account. You can reconnect anytime from /settings/integrations.