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.
Request approval to purchase goods or services before creating a purchase order.
General inquiries or messages from prospects; starts the sales conversation.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Allow employees to update personal, banking, or emergency contact details.
