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.
Prepare and submit financial statements and reports for compliance and analysis.
Issue billing documents to customers for goods or services provided.
Request and manage employee or vendor access to specific physical locations.
Collect feedback on customer satisfaction to drive improvements and retention.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.