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.
Request and manage employee or vendor access to specific physical locations.
Track completed trainings, certifications, and continuing education records.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.