Plaid + Bruin

Source

Ingest Plaid data into your warehouse with incremental loading, quality checks, and full lineage. Defined in YAML, version-controlled in Git.

For business teams

What you get

Revenue reporting you can audit
Plaid transaction data flows into your warehouse with quality checks that validate amounts, currencies, and reconciliation — every single sync.
MRR/ARR calculated right
Combine Plaid with subscription data to automate MRR, ARR, and churn calculations. Finance gets numbers, not guesswork.
Catch issues before close
Quality checks flag missing transactions, amount mismatches, and anomalies. Finance finds out from Bruin, not from the CFO.
Unified financial view
Join Plaid with your ERP, CRM, and other financial tools. One source of truth for revenue, not five spreadsheets.

For data & engineering teams

How it works

Idempotent incremental loads
Re-runs are safe. Bruin's merge strategy ensures Plaid transactions are never duplicated, even on retry.
YAML-defined, Git-versioned
Your Plaid pipeline is a YAML file. Review in PRs, deploy with CI/CD, roll back with git revert. Auditors love this.
Reconciliation checks
Custom SQL checks validate that amounts balance and currencies match. Pipeline stops if something doesn't add up.
Multi-destination support
Land Plaid data in BigQuery, Snowflake, Redshift, or DuckDB. Switch destinations by changing one line.

Before you start

Plaid developer account with API credentials

Plaid Link integration for account authorization

Step 1

Add your Plaid connection

Connect using Plaid API client credentials. Add this to your Bruin environment file — credentials are stored securely and referenced by name in your pipeline YAML.

Parameters

client_idPlaid API client ID from the Plaid dashboard
secretPlaid API secret for the specified environment
environmentPlaid environment (sandbox, development, production)

connections:
  plaid:
    type: plaid
    uri: "plaid://?client_id=<your-client-id>&secret=<your-secret>&environment=<sandbox|development|production>"

Step 2

Create your pipeline

Define a YAML asset that tells Bruin what to pull from Plaid and where to land it. This file lives in your Git repo — reviewable, version-controlled, and deployable with CI/CD.

Available tables

accountstransactionsinstitutionsbalancesinvestments

name: raw.plaid_accounts
type: ingestr

parameters:
  source_connection: plaid
  source_table: 'accounts'
  destination: bigquery

Step 3

Add quality checks

Add column-level and custom SQL checks to your Plaid data. If a check fails, the pipeline stops — bad data never reaches downstream models or dashboards.

Validate that credits and debits balance

Catch null amounts and missing currencies

Ensure transaction IDs are unique — no duplicates

columns:
  - name: transaction_id
    checks:
      - name: not_null
      - name: unique
  - name: amount
    checks:
      - name: not_null
  - name: currency
    checks:
      - name: not_null

custom_checks:
  - name: amounts balance
    query: |
      SELECT ABS(SUM(credit) - SUM(debit)) < 0.01
      FROM raw.plaid_accounts

Step 4

Run it

One command. Bruin connects to Plaid, pulls data incrementally, runs your quality checks, and lands clean data in your warehouse. If a check fails, the pipeline stops — bad data never reaches downstream.

Backfill historical data with --start-date

Schedule with cron or trigger from CI/CD

Full lineage from Plaid to your dashboards

$ bruin run .

Running pipeline...

  plaid_accounts
    ✓ Fetched 2,847 new records
    ✓ Quality: campaign_id not_null     PASSED
    ✓ Quality: spend not_null           PASSED
    ✓ Quality: no negative ad spend     PASSED
    ✓ Loaded into bigquery

  Completed in 12s

Other Payments & Finance integrations

ADP

Adyen

Bill.com

Brex

Chargebee

ChartMogul

Ready to connect Plaid?

Start for free, or book a demo to see how Bruin handles ingestion, quality, lineage, and scheduling for your entire data stack.

Book a demo Read the docs