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.
Issue billing documents to customers for goods or services provided.
Report and schedule repairs or preventive maintenance of equipment or infrastructure.
Record and evaluate employee performance; can be linked to goals and review cycles.
Automatically send follow-up emails or content based on lead behavior.
