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.
Initiate the purchase process based on a finalized quote or customer intent.
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Request and approve budgets for projects, departments, or initiatives.
Collect detailed information from clients to create a formal customer record.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.