Integrations/Plaid
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Control what your AI agents do in Plaid.

Let your team build AI agents for Plaid. Bollard AI controls what each one can do, area by area.

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PPlaid
Finance Agent
Transactions Account areaOffReadFull use
Accounts Account areaOffReadFull use
Auth (account numbers) Account areaOffReadFull use
Read bank account numbers
What agents can do

Set what each agent can do across your linked accounts.

Each area of Plaid, like transactions, accounts, or identity, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see that part of your linked accounts.
Read
Read-only
The agent can read account balances and details in that area. It can't pull sensitive data.
Full use
Read and use
The agent can read and use transactions in that area.

Some actions stay off until explicitly turned on

Each one exposes bank credentials and personal data or cuts off a connection, so it could override the limits set elsewhere.

Reading bank account and routing numbersReading identity and payroll dataRemoving a linked connection
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Plaid a single time. Bollard AI lays out the areas of your linked accounts, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead and use records in a single area
Example

A finance reconciliation agent.

A finance agent reads transactions and can read account balances, but it can't pull bank account numbers or remove a connection.

Transactions Account areaOffReadFull use
Accounts Account areaOffReadFull use
Auth (account numbers) Account areaOffReadFull use

Manage access

ALLOWEDFinance Agent read a record in Transactions
ALLOWEDFinance Agent read a balance in Accounts
BLOCKEDFinance Agent tried to read account numbers, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Plaid, so they never hold your Plaid keys and never reach Plaid directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Plaid. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and reading bank account numbers is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Plaid keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which account or area, and the decision. The record is readable and can't be edited after the fact.

Questions

Plaid, answered.

Does connecting Plaid hand Bollard AI all the linked bank data?+
Only the areas you allow. An admin connects your Plaid, and you decide which areas, like transactions or balances, each agent can reach. Bollard AI doesn't browse or copy the data. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent read full bank account numbers?+
Not unless you turn it on. Reading bank account and routing numbers, and identity data, is held off by default, so an agent can read transactions and balances where you allow without ever pulling sensitive details, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Plaid keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Plaid, and the blocked attempt lands in the activity record with the reason.
How do we connect Plaid?+
An admin connects the company's Plaid once. Bollard AI seals the connection and lays out the areas of your linked accounts to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Plaid, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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