Twill <> Plaid

Date: 2025-08-07 · Duration: 13.569999694824219 min Organizer: Nader Attendees: Nader, dmandra@plaid.com, mevertsberg@plaid.com

Summary

David Mandra introduced as the new Plaid account manager, taking over communications and management responsibilities from Hayden.
Twill shifted focus 1.5 months ago to target private equity partners, leading to immediate revenue opportunities while pausing merchant platform development.
Original merchant platform is dormant due to resource reallocation; commitment to return after addressing PE partner satisfaction remains strong.
PE partner portal launched 10 days ago with initial versions expected; full integration with Plaid anticipated to restart in approximately 3 months.
Twill’s primary need for Plaid integration involves deposit verification to reconcile processor payments with bank deposits, enhancing payment tracking.
Discussions noted that Twill’s company name is derived from ‘Twayments,’ emphasizing their goal of unified payments and banking.
Current trial arrangement allows for flexibility; Twill prefers sandbox access until the merchant platform project resumes fully.
Openness to temporarily suspend access to Plaid integration, with plans to reconnect when further development is viable.
Inquiry into Merchant Cash Advance (MCA) tracking capabilities highlights potential integration opportunities for the PE partner project.
Nader expressed strong interest in leveraging Plaid’s MCA tracking features to improve current offerings for private equity partners.

David Mandra Check with Hayden regarding current contractual status and trial period details (05:53) Explore options for pushing out official contract start date or maintaining sandbox access during development pause (06:47) Research Plaid’s MCA (Merchant Cash Advance) tracking capabilities and integration options (12:28) Report back on both contractual flexibility options and MCA tracking availability (13:11)