Next-gen automation platform for your business
Plaid is a financial data platform that powers fintech and digital finance products. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments.
Submit tax-related documents for compliance and record-keeping.
Collect detailed information from clients to create a formal customer record.
Track the allocation and return of tools, devices, or shared equipment.
Allow users to request product demos or free trials, signaling strong buying intent.
