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.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Submit business-related expenses for approval and reimbursement.
Register prospects for sales-related events, webinars, or conferences.
Prepare and submit financial statements and reports for compliance and analysis.