Plaid × Disbo
Plaid is the layer that securely links a bank account and verifies it before any money moves. Disbo uses Plaid so clients can connect their bank in seconds and you can collect funds by ACH — no checks and no card fees.
How Plaid works with Disbo
Four steps, fully automated — from the first connection to a reconciled ledger.
Send a payment link
Request funds from a client straight from your case workflow with a secure Disbo payment link.
Client verifies their bank
The client connects and verifies their account through Plaid’s secure flow — no account numbers typed by hand.
Funds move by ACH
Money is collected by ACH and routed to your IOLTA or operating account, with no card processing fees.
Every payment is tracked
Each collected payment carries a full audit trail from request to deposit.
How things connect
The path settlement money and case data travel between Plaid and Disbo.
Payment link
Sent to the client
Plaid
Bank linked and verified
ACH transfer
Funds collected
Your account
Routed to IOLTA or operating
Why it matters
Clients pay in seconds from any bank, you skip checks and card fees, and every dollar collected has a clean audit trail.
Other integrations
See Plaid and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.