Helio integration
Operations & finance
Connect Plaid to the work.
Give Helio access to Plaid only when a job needs it. Requests, progress, and finished work remain visible to the team.
Try Helio with PlaidA connection with clear boundaries.
Add Plaid to the teammate that needs it, review the requested access, and remove the connection whenever the job changes.
- 01
Choose the job
Connect Plaid to one AI teammate and a defined responsibility.
- 02
Review access
Authorize the connection separately, with the permissions the work requires.
- 03
Follow the result
See the request, progress, and finished work in Helio, Slack, or Lark.
