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.
Automatically send follow-up emails or content based on lead behavior.
Capture potential customer information for sales follow-up and nurturing.
Submit receipts for expense reimbursement or record-keeping.
Propose new projects or request scope, schedule, or resource changes to active projects.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.