Automate Financial Services with Brilo AI Voice Agents & Plaid Integration
Streamline customer inquiries, access banking data, and automate financial service tasks with Brilo’s conversational voice AI, seamlessly integrated with Plaid.
Automate Financial Services with Brilo AI Voice Agents & Plaid Integration
Streamline customer inquiries, access banking data, and automate financial service tasks with Brilo’s conversational voice AI, seamlessly integrated with Plaid.
Brilo 2.0
Voice-Driven Financial Automation
Unlock Financial Data Access & Service Automation with Voice AI for Plaid
Unlock Financial Data Access & Service Automation with Voice AI for Plaid
Unlock Financial Data Access & Service Automation with Voice AI for Plaid
Unlock Financial Data Access & Service Automation with Voice AI for Plaid
Integrate Brilo’s voice AI with Plaid to automate account inquiries, transaction queries, and banking services with secure voice-based interactions.
Integrate Brilo’s voice AI with Plaid to automate account inquiries, transaction queries, and banking services with secure voice-based interactions.
Voice AI for Account Inquiries
Brilo can authenticate users via voice and fetch real-time financial data from Plaid, including balance inquiries, recent transactions, and payment history.
Voice AI for Account Inquiries
Brilo can authenticate users via voice and fetch real-time financial data from Plaid, including balance inquiries, recent transactions, and payment history.
Voice AI for Account Inquiries
Brilo can authenticate users via voice and fetch real-time financial data from Plaid, including balance inquiries, recent transactions, and payment history.
Voice AI for Account Inquiries
Brilo can authenticate users via voice and fetch real-time financial data from Plaid, including balance inquiries, recent transactions, and payment history.
Secure Transaction Verification & Alerts
Brilo makes outbound voice calls to notify customers of transactions, ask for verification, or alert them to suspicious activity, directly integrating with Plaid’s data.
Secure Transaction Verification & Alerts
Brilo makes outbound voice calls to notify customers of transactions, ask for verification, or alert them to suspicious activity, directly integrating with Plaid’s data.
Secure Transaction Verification & Alerts
Brilo makes outbound voice calls to notify customers of transactions, ask for verification, or alert them to suspicious activity, directly integrating with Plaid’s data.
Secure Transaction Verification & Alerts
Brilo makes outbound voice calls to notify customers of transactions, ask for verification, or alert them to suspicious activity, directly integrating with Plaid’s data.
Automated Banking Support
Customers can call Brilo for account support, such as checking available funds, reviewing transaction history, or answering other banking-related questions.
Automated Banking Support
Customers can call Brilo for account support, such as checking available funds, reviewing transaction history, or answering other banking-related questions.
Automated Banking Support
Customers can call Brilo for account support, such as checking available funds, reviewing transaction history, or answering other banking-related questions.
Automated Banking Support
Customers can call Brilo for account support, such as checking available funds, reviewing transaction history, or answering other banking-related questions.
Brilo 2.0
Smarter Customer Engagement
Connect Voice AI & Plaid to Transform Customer Service & Financial Data Access
Connect Voice AI & Plaid to Transform Customer Service & Financial Data Access
Connect Voice AI & Plaid to Transform Customer Service & Financial Data Access
Advance engagement by using Brilo’s voice AI to provide customers with immediate, personalized financial information powered by Plaid’s secure banking data.
Brilo 2.0
Smarter Customer Engagement
Connect Voice AI & Plaid to Transform Customer Service & Financial Data Access
Advance engagement by using Brilo’s voice AI to provide customers with immediate, personalized financial information powered by Plaid’s secure banking data.
Brilo 2.0
Voice AI for Smart Operations
Integrate Voice AI with Other Financial Tools for Seamless Ecosystem Connectivity
Integrate Voice AI with Other Financial Tools for Seamless Ecosystem Connectivity
Integrate Voice AI with Other Financial Tools for Seamless Ecosystem Connectivity
Integrate Voice AI with Other Financial Tools for Seamless Ecosystem Connectivity
Expand Plaid’s capabilities with Brilo’s voice AI integration to offer a complete financial services automation system across your entire tech stack.
Expand Plaid’s capabilities with Brilo’s voice AI integration to offer a complete financial services automation system across your entire tech stack.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
CRM
Stripe
Combine Brilo’s voice AI with Stripe to track payment processing updates, refunds, and financial account inquiries, synced directly with Plaid’s banking data.
CRM
Xero
Leverage Xero and Brilo to automate invoice queries, account balances, and reporting, using real-time financial data from Plaid to enhance customer service.
CRM
QuickBooks
Integrate Brilo with QuickBooks to automate financial data input, account balance checks, and tax reporting reminders via voice interactions synced with Plaid.
CRM
Venmo
Use Brilo’s voice integration with Venmo to automatically alert users of transactions, ask for verification, and provide financial activity summaries, with data retrieved from Plaid.
Brilo 2.0
Compliant Financial Solutions
Frequently Asked Question
Frequently Asked Question
Frequently Asked Question
Learn how Brilo’s voice automation seamlessly integrates with Plaid to bring secure, personalized banking services directly to your customers. Q1
Learn how Brilo’s voice automation seamlessly integrates with Plaid to bring secure, personalized banking services directly to your customers. Q1
Learn how Brilo’s voice automation seamlessly integrates with Plaid to bring secure, personalized banking services directly to your customers. Q1
Can Brilo AI voice assistant verify account details using Plaid data?
Can Brilo AI voice assistant verify account details using Plaid data?
Can Brilo AI voice assistant verify account details using Plaid data?
Can Brilo AI voice assistant verify account details using Plaid data?
How does Brilo AI handle transaction inquiries using Plaid data?
How does Brilo AI handle transaction inquiries using Plaid data?
How does Brilo AI handle transaction inquiries using Plaid data?
How does Brilo AI handle transaction inquiries using Plaid data?
Can Brilo AI voice agent process payments using Plaid’s bank account data?
Can Brilo AI voice agent process payments using Plaid’s bank account data?
Can Brilo AI voice agent process payments using Plaid’s bank account data?
Can Brilo AI voice agent process payments using Plaid’s bank account data?
Does Brilo AI comply with financial regulations when using Plaid data?
Does Brilo AI comply with financial regulations when using Plaid data?
Does Brilo AI comply with financial regulations when using Plaid data?
Does Brilo AI comply with financial regulations when using Plaid data?
Can Brilo AI assist with fraud detection by using Plaid’s transaction data?
Can Brilo AI assist with fraud detection by using Plaid’s transaction data?
Can Brilo AI assist with fraud detection by using Plaid’s transaction data?
Can Brilo AI assist with fraud detection by using Plaid’s transaction data?
Can Brilo AI phone agent provide balance inquiries using Plaid data?
Can Brilo AI phone agent provide balance inquiries using Plaid data?
Can Brilo AI phone agent provide balance inquiries using Plaid data?
Can Brilo AI phone agent provide balance inquiries using Plaid data?
Can Brilo AI automate financial advice using Plaid’s transaction data?
Can Brilo AI automate financial advice using Plaid’s transaction data?
Can Brilo AI automate financial advice using Plaid’s transaction data?
Can Brilo AI automate financial advice using Plaid’s transaction data?
How does Brilo AI ensure secure access to Plaid-linked accounts?
How does Brilo AI ensure secure access to Plaid-linked accounts?
How does Brilo AI ensure secure access to Plaid-linked accounts?
How does Brilo AI ensure secure access to Plaid-linked accounts?
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
