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.
Propose new projects or request scope, schedule, or resource changes to active projects.
Initiate and manage procurement of goods or services from suppliers.
Automatically send follow-up emails or content based on lead behavior.
Submit tax-related documents for compliance and record-keeping.
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