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.
Automatically send follow-up emails or content based on lead behavior.
Submit business-related expenses for approval and reimbursement.
Collect emails and consent for marketing communication via newsletters and announcements.
Apply for credit terms with vendors or financial institutions.
