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Plaid
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.
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Stock Transfer
Move stock between warehouses or locations.
Module:Inventory Management
Entity:Stock Transfer / Inventory Movement
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Budget Request/Approval
Request and approve budgets for projects, departments, or initiatives.
Module:Finance & Accounting
Entity:Custom Entity
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Ad Spend Tracking
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Module:Marketing
Entity:Marketing Budget / Expense
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