Stripe
Payments
Offer card and ACH on every invoice and reconcile payouts automatically.
PaymentsPlaid + Modern
Modern uses Plaid to verify customer bank accounts when they choose to pay by ACH, so bank payments start faster and fail less often than with manually keyed details.
Capabilities
What Modern does with Plaid
Let customers verify their bank account in a few steps when they pay by ACH.- Cut manual entry of account details and the payment failures it causes.
- Match each ACH payment to open invoices and post it to your ERP.
Setup guide
How setup works
- 1
Connect Plaid
Your admin connects your Plaid account to Modern with OAuth or scoped API keys. Customers pay through the options on their invoices and reminders, with nothing to install.
- 2
Map your receivables
Modern maps payments, payouts and fees to customers and open invoices, and you choose which payment options appear on which invoices.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Plaid with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Plaid integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern connects to Plaid so payments flow straight into AR. Customers pay from their invoice or reminder, and Modern matches what arrives to the right open items.
Modern matches each payment to the invoices it settles and posts applied cash to your ERP under your approval rules. Every match is logged in the audit trail.
No. Customers pay through the links and options on their invoices and reminders. There is nothing for your customers to install.
Payments
Related integrations
PayPal
Payments
Let customers pay with PayPal and reconcile each payment to its invoice.
YOUR NEXT STEP
See Modern work with Plaid
Walk through your receivables with our team and see how Modern would work with your Plaid setup.
- Connects to Plaid, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing