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.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Collect feedback on customer satisfaction to drive improvements and retention.
Automatically send follow-up emails or content based on lead behavior.
