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.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Collect detailed information from clients to create a formal customer record.
Register prospects for sales-related events, webinars, or conferences.
Verify and record inbound goods from suppliers.
