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.
Record and evaluate employee performance; can be linked to goals and review cycles.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Submit tax-related documents for compliance and record-keeping.
Collect detailed information from clients to create a formal customer record.
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