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.
Submit and track employee or departmental expenses for reimbursement or accounting.
Schedule and manage blog posts, social media updates, and SEO-optimized content.
Submit tax-related documents for compliance and record-keeping.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.