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.
General inquiries or messages from prospects; starts the sales conversation.
Request and manage employee or vendor access to specific physical locations.
Submit business-related expenses for approval and reimbursement.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.