# Compare Plaid vs D&B Finance Analytics 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Plaid and D&B Finance Analytics based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/174384-202723/Plaid-vs-D-B-Finance-Analytics

---

# Plaid vs D&B Finance Analytics Features and Cost Comparison

Last updated April 16th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

PlaidD&B Finance Analytics2/4 selected

[Plaid](https://www.capterra.com/p/174384/Plaid/)[4.4 (100)](https://www.capterra.com/p/174384/Plaid/reviews/)

[D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/)[4.5 (137)](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/)

[## Plaid](https://www.capterra.com/p/174384/Plaid/)[4.4 (100)](https://www.capterra.com/p/174384/Plaid/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.4

Functionality

4.5

Ease of Use

4.5

Customer Service

4.3

Reviews Sentiment

Based on [100 reviews](#user-reviews)

Positive

86

Neutral

8

Negative

6

[## D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/)[4.5 (137)](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/)

Starting Price

$1200.00/year

Value-for-Money

4.2

Functionality

4.4

Ease of Use

4.5

Customer Service

4.1

Reviews Sentiment

LH

Based on [137 reviews](#user-reviews)

Positive

125

Neutral

11

Negative

1

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## Summary

* * *

Features in Financial Services Software

Best performer

20 / 44

Only Plaid

-   ACH Payment Processing
-   Billing & Invoicing
-   Cash Management

12 / 44

Only D&B Finance Analytics

-   Activity Dashboard
-   Alerts/Notifications
-   Audit Trail

User satisfaction

User satisfaction

4.4

User reviews[100](https://www.capterra.com/p/174384/Plaid/reviews/)

Ease of use

4.5

Functionality

4.5

Value for money

4.4

Customer support

4.3

User satisfaction

4.5

User reviews[137](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/)

Ease of use

4.5

Functionality

4.4

Value for money

4.2

Customer support

4.1

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$1200Other, Per Year

-   Free version
-   Free trial

Best for

Best for

Plaid is used by fintech companies, banks, credit unions, lenders, insurance companies, property managers, gaming platforms, and government agencies.

Best for

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

## User reviews

Pros & cons

Mai M.

Managing Director

> "Plaid acts like a secure bridge, immediately allowing apps to verify balances, check transaction history, and..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7121076)

HD

Haley D.

Accounting Admin

> "Some employees in my company have worried about sharing sensitive financial data however that would be an..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7115574)

VR

Verified Reviewer

Senior Sales Development Representative

> "Plaid provides secure bank linking for apps, offering advanced encryption, multi-factor authentication, and..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7003141)

LW

Leahya W.

Operations Lead

> "This causes disgruntled consumers, which cannot be fixed after the information has been taken."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7067657)

VR

Verified Reviewer

IT Project Manager

> "The API capabilities are pretty strong and allow companies to build advanced financial features without..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7123065)

VR

Verified Reviewer

IT Project Manager

> "It can be a bit frustrating when data is delayed or missing and you don’t realize it right away."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7123065)

Cynthia R.

Therapist

> "I like plaid because it makes it much more easier and effective to ensure that my identity and banking is..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7130633)

Ryan P.

SPEECH LANGUAGE PATHOLOGIST

> "My issues with Plaid tend to stem from my bank logins, not plaid itself."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7104886)

LW

Leahya W.

Operations Lead

> "Plaid allows seamless transition between bank accounts and financial service products."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7067657)

VR

Verified Reviewer

IT Project Manager

> "Also, for businesses, pricing and setup can feel a little complex depending on the use case."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7123065)

Sean C.

Owner

> "Plaid is a fantastic banking and payment tool, helping to seamlessly integrate bank accounts safely."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7093449)

Adina S.

Founder

> "Sometimes the connevtion is glitchy, requires a lot of authentification."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7124996)

Adina S.

Founder

> "Great and high security product for ensuring integration between financial apps."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7124996)

HW

Hannah W.

Tax Accountant

> "The only issues I've every had with Plaid is it not connecting to my Bank account."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7082941)

CS

Cassidy S.

HR ADMINISTRATOR

> "I love how it integrates within seconds to transfer money from your bank of choice."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7049798)

TM

Tristan M.

Software engineer

> "What I like least about plaid is the support where I needed help with a transaction and didn’t get much help."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7085615)

Jamie H.

Owner

> "Although my overall experience with plaid is about 75% it’s a wonderful platform to verify your banking..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7080926)

Jamie H.

Owner

> "I just worry about other people that may have an old number of mine having access to my old banking..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7080926)

Cynthia R.

Therapist

> "Plaid has made it easier when managing my loans and payments"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7130633)

Cynthia R.

Therapist

> "If I had to come up with something I least like I would same old online platforms experience lagging not just..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7130633)

AA

Alex A.

Clothes, designer, and distributor

> "Really love this for payment processing great for transferring money."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7120995)

PM

Philip M.

Administrator

> "It takes away a lot time to get internal processes set up."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7041319)

PM

Philip M.

Administrator

> "This has been such an easy set up and is very useful to link together different apps to one simple payment..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7041319)

Jackie S.

Self-employed

> "The only real con that I noticed is it sometimes lags when I try to connect some accounts to the platform"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6863735)

PM

Philip M.

Administrator

> "Utilizing the payment process has been very helpful in integration."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7041319)

KM

Keri M.

Delivery driver

> "They have prevented me from being able to connect my accounts on multiple occasions because their network of..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6461132)

KH

Kimberly H.

Personal Trainer

> "When connecting accounts to my bank account, Plaid is a trusted company and i feel comfortable using this to..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6493666)

RJ

Rhonda J.

medical administrative

> "Plaid money transfer app is easy to be hacked and it was yesterday."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7131685)

DB

Damon B.

Founder

> "It's worked well connecting business account information with different platforms."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6807156)

BE

Braya E.

Disbursement

> "I dislike the occasional connection errors."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7053654)

CS

Catheryn S.

Wife

> "Plaid is an Easy, safe, secured reliable and accessible form of bill payment."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7089517)

CS

Cassidy S.

HR ADMINISTRATOR

> "Easy to use, but some banks don't work with it."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7049798)

NC

Niquan C.

Plaid os the best

> "I like the simplicity of using the app it has a seamless aproach it is extremely helpful and i would..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7128870)

DD

Desiree D.

Product Designer

> "Plaid's dropping of working with Fidelity caused us a huge amount of headache, and I wish there were a better..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6511754)

VR

Verified Reviewer

Development Manager

> "Super easy to use and great user interface, can connect multiple platforms very easily and fairly quickly."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7070684)

BD

Blake D.

Director

> "I always question the privacy and security of the site being everything online is technically not 100% safe."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6755670)

AS

Amy S.

Intake Specialist

> "It’s very quick to set up and there are minimal issues or glitches."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7125791)

Carla F.

Owner

> "The only issue that I have is that many of the online banks are not associated with Plaid."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6753422)

Dallas B.

Scientist I

> "A few more transparency and control features would make it better"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6845742)

MG

Marcie G.

Owner

> "The only con I have come across using Plaid is that some smaller financial institutions i.e. local banks,..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6058915)

MG

Marcie G.

Owner

> "Plaid gives me the ability to connect my financial accounts with different apps which in turn makes me..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6058915)

JN

Jay N.

Pool boy

> "Does not support all the banks that are mostly used"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6664049)

Jamie L.

Owner

> "I can be sure my information is safe when I use Plaid."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7076991)

Virginia J.

NA

> "It would be annoying enough already, but then it doesn't even work half the time: crashes the tab, stalls,..."

[See full review](https://www.capterra.com/p/174384/Plaid/#GetApp___6087201)

TM

Tristan M.

Software engineer

> "My overall experience with plaid is good as it’s been a helpful experience for my financial situations."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7085615)

Joseph M.

Senior Engineer

> "As a foreign user, I discovered that Plaid did not support all of the institutions I work with, which..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___4808437)

AF

Adashia F.

Owner

> "PAYMENT PROCESSING - good"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7089191)

VR

Verified Reviewer

CEO

> "I will not recommend them to any of my peers as they are awful from a commitment and follow through..."

[See full review](https://www.capterra.com/p/174384/Plaid/#GetApp___6445359)

Dallas B.

Scientist I

> "Overall, Plaid makes connecting your bank to apps fast and easy."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6845742)

Joseph M.

Senior Engineer

> "The data I got from several financial organizations occasionally had inconsistencies, which was one of my..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___4808437)

AS

Akiya S.

Intern

> "I like that it’s a secure website for you banking and to login to your account"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6457574)

DR

Demian R.

Owner

> "They largely only work with large banks and smaller credit unions are out of luck and people end up having to..."

[See full review](https://www.capterra.com/p/174384/Plaid/#GetApp___4106066)

Marc D.

Co-Owner

> "A few easy steps and you are done with the set up."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7133613)

VR

Verified Reviewer

Sole proprietor

> "I know you've got a vape I can smell the damn thing strawberries it's that pink vape isn't it"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___5098421)

BD

Blake D.

Director

> "I like how plaid that you can connect to sites via bank account super Fast"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6755670)

PK

Parth K.

Web Developer

> "By the time a user's issue is rectified, they may have given up and terminated their accounts."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___4591089)

AF

Adashia F.

Owner

> "MONEY TRANSFER - good"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7089191)

VR

Verified Reviewer

Customer Service Rep

> "I worry about the security of the platform because of the ease of use and the number of accounts I have..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___4099971)

RJ

Rhonda J.

medical administrative

> "ok it was easy to access."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7131685)

PK

Parth K.

Web Developer

> "This gives the setup procedure a more difficult than necessary appearance."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___4591089)

BE

Braya E.

Disbursement

> "I feel like every thing is easy and secure to use."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7053654)

TM

Tiffany M.

Freelancer

> "malfunctions sometimes, doesn't allow manual input of routing/account numbers"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___3472351)

HW

Hannah W.

Tax Accountant

> "It is always secure and makes things a million times smoother!"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7082941)

CN

Carly N.

Strategic Growth Manager

> "Sometimes the Account Owner name would get logged incorrectly as just the type of account, instead of the..."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___3404468)

KB

Kristen B.

News Writer

> "I was able to safely share my bank details with apps"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6761871)

VR

Verified Reviewer

Director of Product Design

> "I found a bug where the first character in the username/email field is cap sensitive!"

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___3012910)

SH

Shannel H.

Dispatcher

> "Not much on the banking side, but pretty easy to use."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___7014400)

VR

Verified Reviewer

Director of Product Design

> "This initially caused a lot of confusion because I knew my credentials were accurate."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___3012910)

ED

Erica D.

Founder

> "It's such an easy way to connect bank accounts."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6776248)

DR

DJ R.

President

> "Connections to smaller institutions or banks don't stand a chance with Plaid. "

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___2395285)

EL

Ethan L.

Senior Sales Development Representative

> "Ease of use, connects directly to my bank account + makes paying easy."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6706001)

DR

DJ R.

President

> "WaveApps is slowly committing suicide by using Plaid as it is currently supported."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___2395285)

Dallas B.

Scientist I

> "Security-wise, I feel pretty good about it."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___6845742)

DR

DJ R.

President

> "Kind of defeats the purpose of an automated link."

[See full review](https://www.capterra.com/p/174384/Plaid/#Capterra___2395285)

[View Reviews](https://www.capterra.com/p/174384/Plaid/reviews/)

LH

Laura H.

AR Specialist

> "I am asked by the Senior Staff here at Price Modern to run a D&B on either a customer or vendor and am..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6489708)

ES

Esther S.

Administrator

> "The only issue is when reaching out for help, it is a long wait for someone to respond and we came..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6315077)

LK

Lee K.

Director of Accounts Receivable

> "I enjoy the ability to tailor reports to your specific needs. When there are possibilities of things..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5000592)

ES

Esther S.

Administrator

> "D&B was not available to access for over a month which delayed a lot of our clients accounts."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6315077)

IV

Ines V.

Account Receivables Manager

> "DnB Finance Analytics provides instant reports showing all critical financial indicators about potential..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4879450)

LD

Louis D.

Construction Speacialist

> "Sometimes the old pages need to be removed as it causes delays"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6300893)

SS

Sherry S.

Accounts Payable and Receiveable Manager

> "You'll find it's very easy to use and in addition to the credit reporting, the alerts and notifications..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6315050)

AC

Amy C.

Credit Manager

> "It took me a bit to realize where to find my portfolio list when I first started using the product,..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4988866)

AK

Angela K.

Assistant Business Manager

> "Product is easy to use and helps us make informed decisions of a potential client's risk of being able..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6322736)

SS

Stephen S.

Accountant

> "The web interface is hard to navigate."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6300963)

KB

Karina B.

Accounts Receivable Coordinator

> "The product makes searching through a company's profile very simple and is incredibly useful to help..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5000691)

JS

Jim S.

CFO

> "predictive values are not being used due to limited information; credit recommendations are far too..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4879713)

EP

Elizabeth P.

Credit Manager

> "You can easily maneuver through the system and find areas of interest extremely quickly. "

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6310444)

SK

Sofia K.

Risk Analyst

> "Customer support is slow, takes a while to update reports, inaccurate results, technical issues..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4988877)

AC

Amy C.

Credit Manager

> "Uploading data to D&B Finance Analytics is a streamlined process that takes me a few minutes a month. "

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4988866)

PS

Patrick S.

Controller

> "At time the site can slow down and downloading reports can be cumbersome."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4921886)

PB

Peggy B.

Administrative Assistant

> "We trust the information we find there and use it in deciding credit terms and limits for new customers...."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6258572)

RD

Robert D.

Sr Software Engineer

> "Manual creation of fields in Salesforce is cumbersome."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4879545)

JS

Jeremy S.

Controller

> "It has been a tremendous source of gathering insight into a company's ability to pay on-time and to get..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5001131)

JR

Jeremy R.

VP Finance

> "Some of the information is lacking due to low participation by our customers or their vendors."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4989959)

LL

Linda L.

Analyst

> "relevant information is provided in a easy to digest format"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6302559)

SR

Santiago R.

Credit analyst

> "For big companies the scores are not useful.there is no credit information on the owners"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5000578)

LH

Laura H.

AR Specialist

> "The reports are thorough and download quickly"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6489708)

LT

Leslie T.

Research & Business Librarian

> "The recently changed, in the past year, of the downloaded document is more difficult to read then past..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4990069)

MS

Mark S.

Director of Business Development

> "Easy access, convenient and good visibility to financial data."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6467820)

SH

Scott H.

Finance Manager

> "We didn't realize that the one-year subscription was expiring, was hit with an auto-renewal. "

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4894449)

CO

Cinthya O.

Credit Controller

> "I like the scoring and when sometimes it shows you the companies aligned to it and which on is the..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5012326)

KW

Kyle W.

Chief Credit Officer

> "I have found that the financial information provided by D&B is not very timely nor accurate."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4879854)

LQ

LILLIAN Q.

AR SPECIALIST

> "i enjoy using this - gives all the information i need on companies in order for us to issue credit"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6251968)

CC

Courtney C.

Accounts Receivable Lead

> "I've realized just how risky it is to not utilize this tool when assessing the financial stability of a..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6258428)

KW

Kyle W.

Chief Credit Officer

> "Dashboard is pretty complete, and includes aspects of the borrowing entity that we may not have."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4879854)

JH

Jeri H.

Sr. Risk Analyst

> "The company changes contacts and doesn't inform their customer."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6251988)

CG

Chris G.

Credit Analyst

> "It has made my life so much more efficient with finding financial statistics on Companies."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5000779)

SG

Swapna G.

Financial Advisor

> "we would like to use it more frequently but, as it si expensive we are not using this report more..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4895537)

GF

Giselle F.

Senior HR Manager

> "Easy to use, data is up-to-date and creates a great overall snapshot of where clients finances are in..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4924180)

KH

Kim H.

CREDIT AND COLLECTION MANAGER

> "I know I am having issue with this."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6489713)

VR

Verified Reviewer

Assistant Credit Manager

> "Great basic credit information to make a quick risk analysis"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4988742)

GS

Grace S.

Accounting Clerk

> "Sometimes I can't find the information I need about the company I am looking for."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6252075)

PS

Patrick S.

Controller

> "The graphics and credit recommendations are super helpful and intuitive."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4921886)

LW

Lisa W.

Credit Dept

> "That you have to change your log in PW way too often."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5010883)

AU

Antoinette U.

Senior Analysis

> "I have a great working relationship with all of my DNB contacts, it is easy to get them to help me with..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4937871)

AR

Amira R.

Credit Collections Specialist

> "It doesn't alert me when my session is about to end."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4894749)

SL

Sandra L.

Controller

> "Great depth of analytics on your portfolio and aging details"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4922603)

SJ

Sare J.

Credit Risk Analyst

> "It is also hard to get in touch with customer service at times."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4988864)

PH

Petri H.

Risk and Controls Manager

> "The ease of use and how it helps us complete our financial assessment compliance checklist."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4881372)

JS

Jeremy S.

Controller

> "Sometimes some of the data contradicts itself. "

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5001131)

SS

Stephen S.

Accountant

> "Accuracy of information is good."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6300963)

HL

Hongbo L.

Underwriter

> "We can't filter or sort."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4989696)

LP

Lisa P.

AR Specialist

> "Functionable, easy to use, great tool, will continue to use."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6300917)

DW

Donna W.

Rater

> "When I have a hard time finding our customer."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5000633)

AC

Adam C.

Accounting Specialist

> "Data is well managed and it's simple to get info about a company before moving forward with a potential..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5000625)

CO

Cinthya O.

Credit Controller

> "I once raised a ticket, but the answer was not clear."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5012326)

VR

Verified Reviewer

AR Supervisor

> "I love the amount of data included in the reporting"

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6252045)

AK

Albert K.

VP Credit

> "Ok, hard to log in many times."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4921644)

JS

Jeremy S.

Controller

> "This was really nice to see that it reinforced what I was seeing in real time and that is was reflected..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5001131)

RB

Robert B.

Credit Manager

> "Information not always up to date."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___4988804)

JB

James B.

Accounts Receivable

> "The detailed reports provided and the ease in finding businesses."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6263553)

JAM

Jo An M.

Administrative

> "I find this information vague. "

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6266971)

KS

Kyle S.

Operations Manager

> "Risk management has become part of my role and this is very easy to use and makes my job a lot easier to..."

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___5010826)

SM

Susan M.

Accounting Manager

> "In my use of the site, I have not found anything that I do not like. "

[See full review](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#Capterra___6252035)

[View Reviews](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/)

## User interface

[Plaid](https://www.capterra.com/p/174384/Plaid/)

4.39 (100)

[D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/)

4.47 (137)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Plaid

Top features

20/44

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

[See all features](https://www.capterra.com/p/174384/Plaid/#features)

D&B Finance Analytics

12/44

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

[See all features](https://www.capterra.com/p/202723/D-B-Finance-Analytics/#features)

### Recognition

No recognitions have been awarded to Plaid

No recognitions have been awarded to D&B Finance Analytics

### Deployment & support

Plaid

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   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
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   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

### Company Details

Plaid

-   By Plaid
-   Located in United States
-   Founded in 2012

D&B Finance Analytics

-   By Dun & Bradstreet
-   Located in United States
-   Founded in 1841

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