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.
Apply for credit terms with vendors or financial institutions.
Record inbound and outbound shipments, update inventory accordingly.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Submit tax-related documents for compliance and record-keeping.
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