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.
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Initiate the purchase process based on a finalized quote or customer intent.
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