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.
Automatically send follow-up emails or content based on lead behavior.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Request approval to purchase goods or services before creating a purchase order.
Apply for credit terms with vendors or financial institutions.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.