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.
Automatically send follow-up emails or content based on lead behavior.
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Propose new projects or request scope, schedule, or resource changes to active projects.
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