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.
Allow employees to update personal, banking, or emergency contact details.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Request and approve budgets for projects, departments, or initiatives.
Allow users to request product demos or free trials, signaling strong buying intent.
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