Why Plaid
Plaid connects to 12,000+ financial institutions through their official API. No screen scraping. No browser automation. No credential storage on our end.
When you link a bank account, your credentials go through Plaid's secure infrastructure. Wilson only receives the transactions that come back — and those stay on your machine in your local SQLite database. Plaid never sees your analysis, categorization, or financial goals.
Auto-sync runs daily or weekly via cron. Wilson pulls new transactions, deduplicates against existing data, and auto-categorizes using your local AI model. You wake up to fresh data every morning.
What you get
12,000+ supported financial institutions
Official API — no scraping, no screen recording
Credentials handled by Plaid, never by Wilson
Transactions stored locally — Plaid never sees your analysis
Pricing & availability
Plaid sync is a Pro tier feature ($12/mo). This covers Plaid API costs, cloud AI access, and priority support.
Free-tier users can still import transactions manually via CSV export from their bank. The categorization, analysis, and skills work exactly the same either way.
Connect your bank.
Set up Plaid sync in under 5 minutes. Your data stays on your machine.