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.
Submit tax-related documents for compliance and record-keeping.
Collect applicant information for open positions; supports screening and recruitment workflows.
Log working hours, track attendance, and sync with payroll or billing.
Automatically send follow-up emails or content based on lead behavior.
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