Case Study: Zeta achieves rapid, democratized access to financial data for millennial couples with Plaid

How Plaid Helps Empower Young People in a Changing Financial Landscape

Zeta, founded by Aditi Shekar, is a digital money management tool designed to help couples build financial literacy and communicate about money. To deliver real-time balance and transaction data with a seamless, low-friction setup, Zeta partnered with Plaid — using Plaid Transactions to reliably link users’ bank and credit card accounts to the app.

Plaid Transactions’ bank-data APIs let Zeta build a working integration in under one day and go from concept to full integration in less than five months, delivering accurately tagged spending data and a user-friendly experience. By using Plaid, Zeta avoided building its own integrations, saving millions of dollars and thousands of hours, improving user onboarding, and generating positive beta feedback that drove more productive financial conversations between partners.

Zeta

Aditi Shekar

Founder