Connect
Rapidly assemble and integrate datasets from different sources, including flat files like .csv and .xls, internal databases, and publicly available data.
Read MoreAI-native data analytics & automation
A Self-Service Data Analytics & Automation Platform
Prepare, blend, analyze, and automate any data — with minimal code, no code, or AI. PlaidCloud combines a modern visual workflow designer, a shipped MCP server, an open Iceberg lakehouse, 140+ connectors, and real-time collaboration on enterprise-grade infrastructure.
Modern data workflows that feel familiar if you know Alteryx — but faster, more collaborative, AI-native, and built on open standards.
An Integrated Data Integration Platform Built for Finance and Operations
Most analytics platforms require you to bring your own data pipeline. PlaidCloud is built differently: it combines a comprehensive data integration platform with the financial modeling, cost allocation, and visualization capabilities your finance team relies on. All within a single environment that runs on enterprise-grade infrastructure. As an enterprise data integration platform, PlaidCloud connects to SAP ECC, S/4HANA, Oracle EBS, NetSuite, Workday, Snowflake, BigQuery, Amazon S3, Azure Blob Storage, and dozens of other sources. All with configurable connectors, automatic data validation, and SOC 2 Type 2 certified security. Every integration feeds directly into your allocation models, workflows, and live dashboards.
Collaborate
Work with global teams in a secure and controlled workspace allowing rapid development and knowledge sharing.
Read MoreEnrich
Create repeatable workflows that perform simple to complex data transformations on data of any size along with insight generation without writing any code.
Read MoreDeploy
Schedule workflows to run on a routine basis or conditionally. Automatically pull data from ERP and other source systems. Publish model results to consumers.
Read MoreVisualize
Build and share dashboards. Drag and drop configuration of charts, dashboards, and filters. Integrate directly with Excel and share with other enterprise BI tools.
Read MoreScale
Rapidly process and review massive data volumes. Avoid performance bottlenecks and licensing constraints.
Read MoreNow shipped
A Modern, AI-Native Workflow Platform
Everything you need to build and automate data workflows — and the one-click way to bring your Alteryx workflows and data along.
Enrich
Visual Workflow Designer
Drag-and-drop DAG canvas with live run status, simulate, compare/merge projects, and low-code/no-code steps with SQL & Python escape hatches.
AI & Automation
AI & MCP
Build, run, and orchestrate workflows with AI through a shipped MCP server (e.g. a Claude connector), plus AI margin & allocation root-cause analysis.
Scale
Open Iceberg Lakehouse
An open-standards lakehouse with a Lakehouse tab for management & monitoring, plus table time-travel and snapshots you can roll back to.
Connect
140+ Connectors + REST
ERPs, databases, files, and a unified REST step (Postman / OpenAPI) so you can reach any system without custom plumbing.
Collaborate
Real-Time Collaboration
Multiple users build together in a secure, governed workspace — with compare/merge so teams ship changes confidently.
Deploy
Deploy, Schedule & Secure
Schedule workflows routinely or conditionally, scale to massive data volumes, and run on SOC 2 Type 2 certified infrastructure.
Coming from Alteryx? PlaidCloud imports your .yxmd workflows and .yxdb data in one click. See how →
Low-Code Data Integration Software for Finance Teams
Traditional ETL tools are built for data engineers. PlaidCloud's data integration software is built for finance teams. Your analysts configure connectors, build pipelines, and automate data workflows through a point-and-click interface. No code, no IT tickets, no custom development. Data validation, standardization, and exception handling are all managed automatically on ingestion. Whether you are pulling from web services, ERP systems, relational databases, or flat files, PlaidCloud eliminates the bottleneck between your data sources and the insights your leadership team needs.
Start with Pre-Built Flexible Solutions
Intercompany & Transfer Pricing
Generate & post invoicing across multiple systems.
Learn MoreEnterprise Profitability
Calculate net margin by customer, channel and product.
Learn MoreSupply Chain
Seamlessly monitor even the most complex network.
Learn MoreData Wrangling
Pipeline from source data to Apache Superset charts & dashboards.
Learn MoreFrequently Asked Questions
What is the PlaidCloud platform?
A collaborative, AI-powered data platform that unifies data integration, an open Iceberg lakehouse, visual and AI-driven workflows, Apache Superset dashboards, and AI app deployment, purpose-built for finance and operations teams.
What is included out of the box?
Connect (140+ connectors), Enrich (low-code transforms), Scale (a parallel processing engine), Visualize (dashboards), Collaborate (shared projects, roles, governance), and Deploy (scheduled workflows and apps). There is no separate warehouse or BI tool to license.
How does AI work in PlaidCloud?
Every tenant includes an MCP server, so you can point your own AI at PlaidCloud to build workflows, analyze margin and allocations with traceable answers, and deploy secure server apps that run on your governed data.
Do we need IT to run PlaidCloud?
Minimal IT involvement is required. PlaidCloud connects through standard APIs and is operated by finance and operations teams, with SQL and Python escape hatches for technical users.