AIOS Command
AIOS Command
+
Plaid
Plaid
Integration available

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.

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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.

One book of customers. One quarter. One hour to map.

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.

Shadow Notes catch the signal your CSMs missed.

Risk and fraud

Anomalous transaction patterns flagged across 6 customers. Underwriting rules surfaced from the transaction history of your entire portfolio.

First insights within 48 hours.
Watch: How AIOS Command works with Plaid
How does AIOS Command work with Plaid?
AIOS Command connects to your Plaid integration via secure OAuth and ingests the linked bank account, balance, transaction, identity, and asset data your customers have already authorised. It analyses cash-flow rhythm, balance trajectory, and transaction categorisation across your entire customer book, then surfaces the accounts trending toward churn, the accounts ready for expansion, and the transaction patterns that look like fraud or covenant breach. Command files those signals back to the CRM, the CSM tool, or the alerting channel of your choice, and drafts the outreach for each. Analysis happens inside your workspace; consumer-permissioned data is never copied to external servers.

Updated

Welcome to the future of work
Your AI team is ready
1 integration connected · Plaid synced
Morning
General
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Quick Wins
What would you like your digital workforce to do?

Ask Command about your Plaid

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.

1
Use Plaid for the sign-up balance check, then ignore the stream
2
CSMs guess at account health from CRM stage alone
3
Discover a churn risk after the customer has already cancelled
4
Miss expansion accounts because nobody reads the transaction feed
5
Underwriting and fraud rules stay frozen at last year's playbook

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.

Digital Twin Extracted
40+
account-health rules
Full
book scored
47
churn-risk accounts
Real-time
shadow notes

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.

Reads your full Plaid customer book in minutes
Identifies 47+ accounts trending toward churn
Finds 31 expansion-ready customers from cash-flow alone
Builds 40+ account-health rules from your transaction history
Generates shadow notes on every flagged account

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.

Drafts CSM messages that match your brand tone
Files churn-risk and expansion alerts directly to the CRM
Escalates anomalous-transaction signals to the right team
Reactivates dormant accounts with personalised offers
Syncs every flag and action back to your system of record

Before and after Command

Before Command
Plaid used for sign-up balance check, then ignored
CSMs guess at health from CRM stage alone
Expansion signals missed for months
Outreach written reactively, often too late
Underwriting rules frozen at last year's playbook
Fraud caught after the loss has happened
Account intelligence trapped in a JSON feed
After Command
Every transaction stream scored, account health updated daily
Live churn-risk score grounded in actual cash-flow
Every expansion-ready account surfaced within hours
Drafts prepared in brand voice, grounded in the data
Underwriting patterns updated continuously from new data
Anomalous activity flagged in near real-time
Account intelligence surfaces in 48 hours

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.

Command also connects with

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