Plaid integration
Updated Nov 18th, 2025
Who is this guide for?
Any Users
Introducing Plaid integration in Osprey (Coming Soon)
We’re enhancing Osprey with a secure, seamless bank connection powered by Plaid — and it’s arriving soon. This new integration will make managing client and office account finances simpler, clearer, and more efficient, all from within Osprey.
Designed for busy legal teams, the Plaid integration provides real-time visibility of your transactions, easier ways for clients to pay, and the foundations for more advanced automation coming in Phase 2.
What’s included in Phase 1 (Launching December 2025)
When the Plaid integration goes live, you’ll be able to:
Connect your bank to Osprey through Plaid
Link your bank account securely using Plaid’s trusted, industry-leading technology.
View live bank transactions directly in Osprey
See up-to-date incoming and outgoing transactions without needing direct access to online banking — ideal for finance staff managing cashflow.
Offer low-cost online payment links
Make it easier for clients to pay you with simple, secure online payment links and minimal transaction fees.
What’s coming in Phase 2 (Anticipated March 2026)
Phase 2 builds on real-time bank feeds with automation designed to save time and reduce manual reconciliation work.
Automatic bank reconciliation
Osprey will suggest matches between your bank transactions and the postings recorded in your system, helping you reconcile accounts faster and more accurately.
Sign up for early access
Join our early access list to be the first to use the new Plaid integration when it launches — plus receive *3 months free of bank connection charge.