Plaid

MerryDiv is a dividend tracker that automatically syncs with brokerage accounts through Plaid to consolidate payouts, portfolio diversification, and income analytics across multiple accounts.

TreasuryFlow is an AI CFO layer for businesses, aimed especially at teams moving off Bench. It connects to bank accounts via Plaid to show live cash balances, generate a 13-week forecast, and flag spending anomalies, while running alongside a separate bookkeeper.