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.
Submit tax-related documents for compliance and record-keeping.
Log working hours, track attendance, and sync with payroll or billing.
Collect detailed information from clients to create a formal customer record.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.