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Plaid vs TOGGLE: Which is a better fit?

Updated on January 26th, 2025
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Summary
Features in Financial Services
20
Best performer
42
  • ACH Payment Processing
  • API
  • Billing & Invoicing
8
42
  • Activity Dashboard
  • Alerts/Notifications
  • Customer Engagement
User satisfaction
4.3
User reviews55
Ease of use
4.3
Functionality
4.2
Value for money
4.2
Customer support
4.3
4.5
User reviews12
Ease of use
4.7
Functionality
4.6
Value for money
4.3
Customer support
3.6
Price starts from
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Monthly subscription
Free version
Free trial
Yearly subscription
Free version
Free trial
Best for

Plaid's Asset product is a great fit for a loan originator looking to digitize the lending process and create a better borrower experience.

TOGGLE serves both professional and individual investors, improving investors ability to make timely adjustments to their portfolio in response to fundamental and market data

User reviews
pros & cons
1 / 4
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Not enough reviews
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Video reviews
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video-2e94d185-c43a-42a9-004b-08db5345078d
Beth S
Owner, Lead Consultant
5.0

Beth S.: Hi, my name is Beth. I am the owner and solopreneur of a small management company, where I specialize in website design and social media management. I personally use TOGGLE every single day, every moment of the day. It gives a five star in my book. So previous to TOGGLE, I was using embarrassing Google Sheets. I would simply enter my start time and end time, and have a formula essentially constructing what my log time needed to be. It was clunky, it didn't work. The main reasons that I love to use TOGGLE is because you have the ability to not only log your time by project, but also by client. It also helps me stay more on track with my operational time, my invoicing time, and making sure that I'm giving the full dedication to all of my clients, and so that we're all staying completely transparent in the work that is being done. Even if you're a non-tech person, I personally am. But the onboarding is so intuitive. It's essentially you add a project, add a client, and you're ready to go. You can go into the more in depth features. There is a premium plan as well, and the reporting even on the free area is wonderful. Onboarding is easy, it's very intuitive. If you are a former recovering workaholic like myself, and you need something to help you stay transparent about the time that you're spending on certain projects, or if you're just simply looking for a really easy solution to quickly implement, TOGGLE would absolutely be the best option for you and your business, or maybe even just your personal time.

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Plaid

Top Features
20/42
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Asset Lifecycle Management
  • Audit Trail
  • Branch Optimization
  • Calendar Management
  • Channel Management
  • Contact Management
  • Customer Engagement
  • Customizable Branding
  • Customizable Reports
  • Data Visualization
  • Forecasting
  • For Financial Institutions
  • General Ledger
  • Invoice Processing
  • Purchase Order Management
  • Purchasing & Receiving
  • Role-Based Permissions
  • Third-Party Integrations
  • Workflow Management
  • ACH Payment Processing
  • API
  • Billing & Invoicing
  • Cash Management
  • Compliance Management
  • Credit Card Processing
  • CRM
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • Performance Management
  • Real-Time Data
  • Reporting/Analytics
  • Risk Management
  • Secure Data Storage
  • Transaction History
  • Transaction Monitoring
See All features
Hide Financial Services Software Features -

TOGGLE

8/42
Show Financial Services Software Features +

Plaid

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TOGGLE

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Plaid
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
TOGGLE
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Plaid
  • By Plaid
  • Located in United States
  • Founded in 2012
TOGGLE
  • By Toggle
  • Located in United States
  • Founded in 2019
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