Capterra Logo
Helping businesses choose better software since 1999

Plaid vs D&B Finance Analytics: Which is a better fit?

Updated on November 24th, 2024
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Features in Financial Services
20
Best performer
42
  • ACH Payment Processing
  • Billing & Invoicing
  • Cash Management
3
42
  • Activity Dashboard
User satisfaction
4.2
User reviews52
Ease of use
4.3
Functionality
4.2
Value for money
4.2
Customer support
4.3
4.5
User reviews138
Ease of use
4.5
Functionality
4.4
Value for money
4.2
Customer support
4.1
Price starts from
--
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.

All businesses and all sectors. This suits all businesses that need to manage credit with customers.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
174384 video thumbnail}
1 Video
202723 video thumbnail}
1 Video
174384
5 screenshots
202723
5 screenshots

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 -

D&B Finance Analytics

3/42
Show Financial Services Software Features +

Plaid

--

D&B Finance Analytics

--

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
D&B Finance Analytics
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
D&B Finance Analytics
  • By Dun & Bradstreet
  • Located in United States
  • Founded in 1841
Recommendations

Products similar to those you're currently comparing: