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.
Submit business-related expenses for approval and reimbursement.
Register prospects for sales-related events, webinars, or conferences.
Track completed trainings, certifications, and continuing education records.
Onboard and approve new vendors with necessary compliance and financial information.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.