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.
Allow users to request product demos or free trials, signaling strong buying intent.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Request and approve business travel, including estimated costs and itinerary.
Report workplace incidents or accidents for investigation and safety compliance.
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