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.
Log working hours, track attendance, and sync with payroll or billing.
Initiate the purchase process based on a finalized quote or customer intent.
Record and evaluate employee performance; can be linked to goals and review cycles.
Register prospects for sales-related events, webinars, or conferences.
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