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.
Record and evaluate employee performance; can be linked to goals and review cycles.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Capture potential customer information for sales follow-up and nurturing.
Allow prospects to formally request pricing or proposals for services/products.
