Plaid × Brex
Plaid x Brex, from manual statements to real-time credit underwriting
67.3% of Brex customers with a cash-based credit line connected via Plaid
Manual statement review to real-time automated underwriting
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Why it works
The story leads with a capability Brex simply did not have before: live bank connections for underwriting customers at any US or international financial institution, not a faster version of something they already did. The before-state is concrete and limiting, institutions outside a supported list forced customers into monthly manual statement uploads, which makes the New Capability framing clean. Efficiency is a real second layer since Plaid also reduces administrative overhead, but the opening problem is about what Brex could not do, not what cost too much.
Steal this
Anchor the capability gap in a specific operational failure (unsupported banks forcing manual uploads) before introducing the solution. It makes the before-state visceral and justifies the switch without needing a dramatic turnaround narrative.
Click to enlarge ↗ This is editorial commentary and curation. The case study, screenshot, and all metrics are Plaid's published work; we link to the source and lead with our analysis.