Connected my brokerages (Schwab, Robinhood, Fidelity) through Plaid — now I see all my stocks and cash in one place.
Before selling a PUT I ask Muse: how much cash do I actually have to back it? No more adding up 4 apps by hand.
Then my options tool picks the contract. Selling premium with real numbers behind it — that's how you collect rent.
muse and plaid partnering together to help muse save you more money 💸
and yes i've also always wondered if it's a coincidence that plaid and stripe are both named after patterns and both fintech APIs
For you @Muse power users: We're taking feature requests. What additional financial data or use cases would you like to see @Plaid build?
Comment or send me a note at bwerneck at plaid.com
Get creative
Damn, just realized Muse connects to Plaid. I just gave my Muse access to my Robinhood checking, savings, and CC account. I asked it to monitor them for any changes, and when it sees a new transaction, to go log the new expense/credit in my budget spreadsheet that lives in Google Drive.
I now have a fully automated budget. Sick
This is actually insane.
I connected @Muse to my @Chase account through @Plaid
Muse found a recurring @Adobe subscription I didn’t recognize.
I checked Adobe. No paid subscription on my account. Nothing to cancel.
So I used Adobe’s “Find my payment” tool and discovered my credit card was paying for an Adobe account tied to someone else’s email at a roofing company in Utah.
I live in Florida. I don’t know them. I never authorized it.
The craziest part? Chase never flagged it. Muse did.
And because the Adobe account isn’t mine, I can’t even log in and cancel it. Now I have to track down the charges, fight Adobe and dispute them with Chase.
The fact that Adobe even needs a tool to find which random account your card is paying for tells you how messy this can get.
LLM referral traffic was climbing faster than every other channel, Sarah Shaffer and the team at @Plaid wanted to build a repeatable growth system around it.
We worked with them to build Answer Engine Insights to track prompts and citations, then they used AI Marketer to deploy Agents that audit pages, refresh them, and automate the reporting.
The results:
🚢 300%+ increase in LLM referral traffic to plaid.com
🚢 210% increase in conversions from that traffic
🚢 10-100x faster execution on AEO workflows
Excited to partner with @Meta Muse ship AI-enabled financial analysis! Muse can help you dive into your finances, find ways to save, scenario plan, and lots more.
Welcome to the network, @Meta 🌐
Muse, Meta's new personal AI agent, helps you manage what matters most across your day. Your financial life is a big part of that picture. Plaid helps securely connect your accounts to turn balances, transactions, liabilities, and investments into intelligent financial experiences that help you take meaningful steps toward your personal goals.
Read more here: pla.id/meta
Super pumped to share that @Plaid is now powering @Meta's new personal AI agent, Muse 🤖
Starting today, folks in the U.S. can connect their financial accounts through Plaid and bring real financial context into ongoing conversations with Muse
Excited to work with the Meta team. If you're building in this space or have ideas on what we should build with Muse - DM us or bwerneck at plaid.com
Welcome to the network, @Meta 🌐
Muse, Meta's new personal AI agent, helps you manage what matters most across your day. Your financial life is a big part of that picture. Plaid helps securely connect your accounts to turn balances, transactions, liabilities, and investments into intelligent financial experiences that help you take meaningful steps toward your personal goals.
Read more here: pla.id/meta
Welcome to the network, @Meta 🌐
Muse, Meta's new personal AI agent, helps you manage what matters most across your day. Your financial life is a big part of that picture. Plaid helps securely connect your accounts to turn balances, transactions, liabilities, and investments into intelligent financial experiences that help you take meaningful steps toward your personal goals.
Read more here: pla.id/meta
Introducing Muse, a personal agent that gets things done for you, powered by Muse Spark 1.3.
Get an inside look at how we built Muse and what it can do for you: introducing.muse.ai/
You can now link your finances to @grok via @Plaid! Hook up your accounts, and ask Grok anything you want to know. It’s never been easier to build a budget, plan for the future, and figure out where all the money goes…
Grok users, it's happening.
U.S. users can now securely connect your accounts to @Grok through Plaid. Ask about spending, savings, investments, cash flow, and anything else within your financial context.
Now @Grok has personal finance superpowers, powered by @Plaid
Excited to share that Grok users in the U.S. can now securely connect their financial accounts through Plaid and bring their own financial context into AI conversations
Try it out in Grok and let us know your thoughts - we’re always building out more features
Ask Grok where your money went last month, how your investments are doing, or if you can actually afford what’s in your cart.
Connect your financial accounts securely with @Plaid. Available now in the U.S.