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.
Request payment from customers or initiate payment to vendors.
Allow users to request product demos or free trials, signaling strong buying intent.
Propose new projects or request scope, schedule, or resource changes to active projects.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
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