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.
Collect detailed information from clients to create a formal customer record.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Manage order returns, process returned goods, and update inventory accordingly.
Submit tax-related documents for compliance and record-keeping.
