Plaid × Clear Books
Plaid x Clear Books, replacing banned screen scraping with compliant bank feeds
51% uplift in customers using bank feeds year on year
Compliance risk and broken bank feeds to confident, compliant connectivity
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Why it works
The story earns New Capability because Clear Books could not legally offer automatic bank feeds at all after the UK banned screen scraping, so this was a genuine before-impossible situation rather than a speed or cost improvement. The 51% uplift in bank feed users is a number going up, which nudges toward Breakthrough, but the framing leads with the compliance gap and the neobank coverage void, making capability restoration the dominant theme. The competitive switch is explicit: a named prior provider is contrasted throughout on neobank coverage and support responsiveness.
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Anchor the compliance trigger early and specifically. Citing the exact regulation and its enforcement date gives the customer's urgency a hard external cause, which is far more credible than a vague 'we needed a better solution.'
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.