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.
Submit tax-related documents for compliance and record-keeping.
Allow users to request product demos or free trials, signaling strong buying intent.
Automatically send follow-up emails or content based on lead behavior.
Request and manage employee or vendor access to specific physical locations.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.