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.
Request and approve budgets for projects, departments, or initiatives.
Submit receipts for expense reimbursement or record-keeping.
Register prospects for sales-related events, webinars, or conferences.
Onboard and approve new vendors with necessary compliance and financial information.
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