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.
Collect detailed information from clients to create a formal customer record.
Submit receipts for expense reimbursement or record-keeping.
Apply for credit terms with vendors or financial institutions.
Prepare and submit financial statements and reports for compliance and analysis.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.