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.
Track the allocation and return of tools, devices, or shared equipment.
Submit business-related expenses for approval and reimbursement.
Automatically send follow-up emails or content based on lead behavior.
Initiate internal promotion, role updates, or department transfers.
